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 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
491+ 0.26% |
$83.1K - $91.3K
|
186K
$21.5M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
484+ 289.82% |
$81.9K - $90K
|
651
$75.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
484+ 23.0% |
$81.9K - $90K
|
2.59K
$299K
|
|
|
Oct 05, 2021
Q3 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
483+ 5.68% |
$81.7K - $89.8K
|
8.99K
$1.04M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
480+ 4.55% |
$81.2K - $89.2K
|
11K
$1.27M
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
478+ 4.04% |
$80.9K - $88.9K
|
12.3K
$1.42M
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
474+ 12.09% |
$80.2K - $88.1K
|
4.39K
$507K
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
473+ 13.57% |
$80K - $87.9K
|
3.96K
$457K
|
|
|
Nov 15, 2021
Q3 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
473New |
$80K - $87.9K
|
473
$54.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
470+ 22.72% |
$79.5K - $87.4K
|
2.54K
$293K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
469+ 0.38% |
$79.3K - $87.2K
|
123K
$14.2M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
469+ 3.31% |
$79.3K - $87.2K
|
14.6K
$1.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
468+ 275.29% |
$79.2K - $87K
|
638
$73.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
466+ 0.63% |
$78.8K - $86.6K
|
74.6K
$8.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
464+ 3.42% |
$78.5K - $86.3K
|
14K
$1.62M
|
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
462+ 2.52% |
$78.2K - $85.9K
|
18.8K
$2.17M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
461+ 0.5% |
$78K - $85.7K
|
92.1K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
461+ 4.67% |
$78K - $85.7K
|
10.3K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
461+ 6.09% |
$78K - $85.7K
|
8.03K
$927K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
461+ 6.98% |
$78K - $85.7K
|
7.07K
$816K
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
457+ 3.26% |
$77.3K - $85K
|
14.5K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
455+ 38.82% |
$77K - $84.6K
|
1.63K
$188K
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
454+ 19.33% |
$76.8K - $84.4K
|
2.8K
$324K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
454+ 7.31% |
$76.8K - $84.4K
|
6.67K
$769K
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
453+ 8.25% |
$76.6K - $84.2K
|
5.95K
$687K
|
|
|
Nov 01, 2021
Q3 2021
|
Searcy Financial Services Inc
|
BUY
|
- |
451+ 1.11% |
$76.3K - $83.8K
|
41K
$4.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
450+ 16.32% |
$76.1K - $83.7K
|
3.21K
$370K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
448+ 3.36% |
$75.8K - $83.3K
|
13.8K
$1.59M
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
447+ 3.75% |
$75.6K - $83.1K
|
12.4K
$1.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
444+ 15.06% |
$75.1K - $82.5K
|
3.39K
$392K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
443+ 2.39% |
$74.9K - $82.4K
|
19K
$2.19M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
443+ 2.6% |
$74.9K - $82.4K
|
17.5K
$2.01M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
443+ 0.84% |
$74.9K - $82.4K
|
53.1K
$6.13M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
441+ 9.27% |
$74.6K - $82K
|
5.2K
$600K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
441+ 5.92% |
$74.6K - $82K
|
7.89K
$911K
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
440+ 14.17% |
$74.4K - $81.8K
|
3.55K
$409K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
439+ 18.59% |
$74.3K - $81.6K
|
2.8K
$323K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
438+ 5.88% |
$74.1K - $81.4K
|
7.89K
$911K
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
438+ 0.74% |
$74.1K - $81.4K
|
59.3K
$6.84M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
437+ 2.66% |
$73.9K - $81.2K
|
16.8K
$1.94M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
435+ 0.41% |
$73.6K - $80.9K
|
108K
$12.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
432+ 4.02% |
$73.1K - $80.3K
|
11.2K
$1.29M
|
|
|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
430+ 6.73% |
$72.7K - $79.9K
|
6.82K
$787K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
430+ 1.77% |
$72.7K - $79.9K
|
24.7K
$2.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
429+ 25.07% |
$72.6K - $79.8K
|
2.14K
$247K
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
429+ 3.94% |
$72.6K - $79.8K
|
11.3K
$1.31M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
428New |
$72.4K - $79.6K
|
428
$49.4K
|
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
426+ 24.71% |
$72.1K - $79.2K
|
2.15K
$248K
|
|
|
Nov 04, 2021
Q3 2021
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
421+ 51.98% |
$71.2K - $78.3K
|
1.23K
$142K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
419+ 4.61% |
$70.9K - $77.9K
|
9.51K
$1.1M
|