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 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
419+ 25.58% |
$70.9K - $77.9K
|
2.06K
$237K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
418+ 18.98% |
$70.7K - $77.7K
|
2.62K
$302K
|
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
417+ 3.08% |
$70.5K - $77.5K
|
14K
$1.61M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
416+ 12.92% |
$70.4K - $77.3K
|
3.64K
$420K
|
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
416+ 1.24% |
$70.4K - $77.3K
|
33.9K
$3.91M
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
414+ 8.1% |
$70K - $77K
|
5.53K
$638K
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
410+ 1.3% |
$69.4K - $76.2K
|
31.9K
$3.69M
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
407+ 1.45% |
$68.9K - $75.7K
|
28.5K
$3.29M
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
BUY
|
- |
404+ 30.47% |
$68.3K - $75.1K
|
1.73K
$200K
|
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
404+ 2.86% |
$68.3K - $75.1K
|
14.5K
$1.68M
|
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
400+ 5.49% |
$67.7K - $74.4K
|
7.68K
$887K
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
397+ 2.38% |
$67.2K - $73.8K
|
17.1K
$1.97M
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
BUY
|
- |
392+ 0.56% |
$66.3K - $72.9K
|
70.7K
$8.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
391+ 13.0% |
$66.1K - $72.7K
|
3.4K
$392K
|
|
|
Nov 02, 2021
Q3 2021
|
Pettee Investors, Inc.
|
BUY
|
- |
390+ 1.43% |
$66K - $72.5K
|
27.7K
$3.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
390+ 1.33% |
$66K - $72.5K
|
29.6K
$3.42M
|
|
|
Oct 21, 2021
Q3 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
385+ 2.18% |
$65.1K - $71.6K
|
18K
$2.08M
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
384+ 72.32% |
$65K - $71.4K
|
915
$106K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
384+ 4.78% |
$65K - $71.4K
|
8.42K
$972K
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
381+ 2.55% |
$64.5K - $70.8K
|
15.3K
$1.77M
|
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
378+ 0.94% |
$63.9K - $70.3K
|
40.8K
$4.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
378+ 2.01% |
$63.9K - $70.3K
|
19.2K
$2.22M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
377+ 2.53% |
$63.8K - $70.1K
|
15.3K
$1.77M
|
|
|
Dec 08, 2021
Q3 2021
|
Tlw Wealth Management, LLC
|
BUY
|
- |
375+ 0.76% |
$63.4K - $69.7K
|
49.4K
$5.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
375+ 2.45% |
$63.4K - $69.7K
|
15.7K
$1.81M
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
373+ 2.65% |
$63.1K - $69.3K
|
14.5K
$1.67M
|
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
371+ 3.98% |
$62.8K - $69K
|
9.69K
$1.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
370+ 7.15% |
$62.6K - $68.8K
|
5.55K
$640K
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
370+ 0.61% |
$62.6K - $68.8K
|
61.4K
$7.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
364+ 0.36% |
$61.6K - $67.7K
|
101K
$11.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
363+ 10.15% |
$61.4K - $67.5K
|
3.94K
$455K
|
|
|
Nov 15, 2021
Q3 2021
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
362+ 0.55% |
$61.2K - $67.3K
|
66.1K
$7.63M
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
361+ 9.24% |
$61.1K - $67.1K
|
4.27K
$493K
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
360+ 5.51% |
$60.9K - $66.9K
|
6.89K
$795K
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
357+ 2.28% |
$60.4K - $66.4K
|
16K
$1.85M
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
357+ 10.45% |
$60.4K - $66.4K
|
3.77K
$436K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
357+ 2.61% |
$60.4K - $66.4K
|
14K
$1.62M
|
|
|
Oct 15, 2021
Q3 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
351+ 2.06% |
$59.4K - $65.3K
|
17.4K
$2.01M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
350+ 3.65% |
$59.2K - $65.1K
|
9.94K
$1.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
349+ 7.34% |
$59K - $64.9K
|
5.11K
$589K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
348+ 2.59% |
$58.9K - $64.7K
|
13.8K
$1.59M
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
346+ 3.14% |
$58.5K - $64.3K
|
11.4K
$1.31M
|
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
346+ 1.31% |
$58.5K - $64.3K
|
26.8K
$3.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
345+ 1.66% |
$58.4K - $64.1K
|
21.1K
$2.44M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
344+ 1.2% |
$58.2K - $64K
|
28.9K
$3.34M
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
BUY
|
- |
339+ 1.44% |
$57.3K - $63K
|
23.8K
$2.75M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
337+ 2.36% |
$57K - $62.7K
|
14.6K
$1.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
337New |
$57K - $62.7K
|
337
$38.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
336+ 12.94% |
$56.8K - $62.5K
|
2.93K
$338K
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
336+ 17.15% |
$56.8K - $62.5K
|
2.3K
$265K
|