Purchases and Sales Made in Q3 2021 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 2021. The information is specifically focused on institutions that hold shares of Walt Disney Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1.55K+ 9.26% |
$262K - $288K
|
18.3K
$2.11M
|
|
|
Oct 08, 2021
Q3 2021
|
Sara Bay Financial
|
BUY
|
- |
1.54K+ 3.14% |
$261K - $287K
|
50.7K
$5.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.54K+ 30.67% |
$261K - $286K
|
6.56K
$757K
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
1.53K+ 1.57% |
$259K - $284K
|
99.1K
$11.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.53K+ 8.57% |
$259K - $284K
|
19.4K
$2.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.53K+ 0.32% |
$258K - $284K
|
471K
$54.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.52K+ 20.03% |
$258K - $283K
|
9.13K
$1.05M
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.52KNew |
$257K - $282K
|
1.52K
$175K
|
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.52KNew |
$256K - $282K
|
1.52K
$175K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.52K+ 7.9% |
$256K - $282K
|
20.7K
$2.39M
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
BUY
|
- |
1.51K+ 2.17% |
$255K - $280K
|
70.9K
$8.19M
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.5K+ 154.73% |
$254K - $280K
|
2.48K
$286K
|
|
|
Oct 25, 2021
Q3 2021
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1.5K+ 3.73% |
$254K - $279K
|
41.7K
$4.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.49KNew |
$251K - $276K
|
1.49K
$171K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.48K+ 15.83% |
$250K - $275K
|
10.8K
$1.25M
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.48K+ 1.45% |
$250K - $274K
|
103K
$11.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.46K+ 2.06% |
$248K - $272K
|
72.7K
$8.39M
|
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.46K+ 12.4% |
$248K - $272K
|
13.3K
$1.53M
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.46K+ 21.36% |
$247K - $271K
|
8.29K
$957K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.46K+ 4.78% |
$246K - $270K
|
31.9K
$3.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
1.46K+ 3.58% |
$246K - $270K
|
42.1K
$4.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.44K+ 56.14% |
$244K - $268K
|
4.02K
$464K
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1.44KNew |
$244K - $268K
|
1.44K
$166K
|
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.44K+ 9.01% |
$243K - $267K
|
17.4K
$2.01M
|
|
|
Nov 03, 2021
Q3 2021
|
Solitude Financial Services
|
BUY
|
- |
1.44KNew |
$243K - $267K
|
1.44K
$166K
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
1.43K+ 2.16% |
$242K - $266K
|
67.8K
$7.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Avenir Corp
Washington, DC |
BUY
|
- |
1.43K+ 28.21% |
$242K - $265K
|
6.49K
$749K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.42K+ 1.74% |
$240K - $264K
|
83K
$9.59M
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.42K+ 2.8% |
$239K - $263K
|
51.9K
$5.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Corvex Management LP
New York, NY |
BUY
|
- |
1.4K+ 0.37% |
$237K - $260K
|
382K
$44.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.4K+ 1.46% |
$236K - $260K
|
97.4K
$11.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.4KNew |
$236K - $259K
|
1.4K
$161K
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.4K+ 7.87% |
$236K - $259K
|
19.1K
$2.21M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.39K+ 5.35% |
$235K - $258K
|
27.4K
$3.16M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.39K+ 11.85% |
$235K - $258K
|
13.1K
$1.51M
|
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
BUY
|
- |
1.38K+ 1.67% |
$234K - $257K
|
84.3K
$9.73M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.38K+ 56.09% |
$234K - $257K
|
3.85K
$444K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.38K+ 28.95% |
$233K - $256K
|
6.13K
$707K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.37K+ 7.34% |
$231K - $254K
|
20K
$2.31M
|
|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.37K+ 0.9% |
$231K - $254K
|
153K
$17.7M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.36K+ 9.82% |
$229K - $252K
|
15.1K
$1.75M
|
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.35K+ 27.53% |
$229K - $252K
|
6.27K
$724K
|
|
|
Oct 19, 2021
Q3 2021
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
1.35K+ 1.4% |
$228K - $250K
|
97.2K
$11.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.33K+ 2.59% |
$226K - $248K
|
52.8K
$6.09M
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
1.33K+ 3.61% |
$224K - $246K
|
38.1K
$4.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.32K+ 0.56% |
$224K - $246K
|
238K
$27.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.31K+ 122.57% |
$221K - $243K
|
2.38K
$274K
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.31K+ 67.13% |
$221K - $243K
|
3.26K
$376K
|
|
|
Nov 12, 2021
Q3 2021
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.3K+ 20.63% |
$220K - $242K
|
7.6K
$877K
|
|
|
Nov 08, 2021
Q3 2021
|
Sws Partners
|
BUY
|
- |
1.29KNew |
$219K - $240K
|
1.29K
$149K
|