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 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
268New |
$45.3K - $49.8K
|
268
$30.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Mizuho Securities Usa LLC
|
BUY
|
- |
266+ 2.02% |
$45K - $49.5K
|
13.5K
$1.55M
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
265+ 1.93% |
$44.8K - $49.3K
|
14K
$1.61M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
264+ 69.29% |
$44.7K - $49.1K
|
645
$74.5K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
259+ 3.42% |
$43.8K - $48.2K
|
7.84K
$905K
|
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
BUY
|
- |
259+ 1.35% |
$43.8K - $48.2K
|
19.4K
$2.24M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
258+ 7.71% |
$43.6K - $48K
|
3.6K
$416K
|
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
257+ 1.02% |
$43.5K - $47.8K
|
25.5K
$2.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
257+ 1.84% |
$43.5K - $47.8K
|
14.2K
$1.64M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
256+ 2.8% |
$43.3K - $47.6K
|
9.39K
$1.08M
|
|
|
Nov 04, 2021
Q3 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
256+ 3.77% |
$43.3K - $47.6K
|
7.04K
$813K
|
|
|
Nov 05, 2021
Q3 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
255+ 0.8% |
$43.1K - $47.4K
|
32.1K
$3.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
252+ 0.31% |
$42.6K - $46.8K
|
81.9K
$9.46M
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
251+ 2.52% |
$42.5K - $46.7K
|
10.2K
$1.18M
|
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
250+ 1.83% |
$42.3K - $46.5K
|
13.9K
$1.61M
|
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
250+ 15.72% |
$42.3K - $46.5K
|
1.84K
$212K
|
|
|
Nov 01, 2021
Q3 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
250+ 0.86% |
$42.3K - $46.5K
|
29.5K
$3.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
248+ 35.03% |
$42K - $46.1K
|
956
$110K
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
245+ 5.61% |
$41.4K - $45.5K
|
4.61K
$532K
|
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
245+ 2.17% |
$41.4K - $45.5K
|
11.5K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
245+ 0.31% |
$41.4K - $45.5K
|
80.5K
$9.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Regis Management CO LLC
|
BUY
|
- |
244+ 7.1% |
$41.3K - $45.4K
|
3.68K
$425K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
244+ 1.85% |
$41.3K - $45.4K
|
13.4K
$1.55M
|
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
242+ 1.75% |
$40.9K - $45K
|
14.1K
$1.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
240+ 9.16% |
$40.6K - $44.6K
|
2.86K
$330K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
240+ 1.27% |
$40.6K - $44.6K
|
19.2K
$2.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
239+ 18.46% |
$40.4K - $44.4K
|
1.53K
$177K
|
|
|
Oct 25, 2021
Q3 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
239+ 7.96% |
$40.4K - $44.4K
|
3.24K
$374K
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
238+ 21.56% |
$40.3K - $44.2K
|
1.34K
$155K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
237+ 1.47% |
$40.1K - $44.1K
|
16.3K
$1.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
237+ 1.9% |
$40.1K - $44.1K
|
12.7K
$1.47M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
235+ 4.66% |
$39.8K - $43.7K
|
5.28K
$610K
|
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
233+ 1.58% |
$39.4K - $43.3K
|
15K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
233+ 0.48% |
$39.4K - $43.3K
|
49.1K
$5.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
233+ 5.66% |
$39.4K - $43.3K
|
4.35K
$502K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
232+ 9.04% |
$39.2K - $43.1K
|
2.8K
$323K
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
232+ 12.69% |
$39.2K - $43.1K
|
2.06K
$238K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
230+ 7.7% |
$38.9K - $42.8K
|
3.22K
$372K
|
|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
228+ 1.35% |
$38.6K - $42.4K
|
17.2K
$1.98M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
226+ 1.45% |
$38.2K - $42K
|
15.8K
$1.82M
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
226+ 6.03% |
$38.2K - $42K
|
3.98K
$459K
|
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
225+ 16.97% |
$38.1K - $41.8K
|
1.55K
$179K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
224+ 0.4% |
$37.9K - $41.6K
|
55.8K
$6.44M
|
|
|
Nov 09, 2021
Q3 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
224+ 0.18% |
$37.9K - $41.6K
|
123K
$14.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
222+ 1.27% |
$37.6K - $41.3K
|
17.7K
$2.04M
|
|
|
Oct 19, 2021
Q3 2021
|
Blossom Wealth Management
|
BUY
|
- |
222+ 9.51% |
$37.6K - $41.3K
|
2.56K
$295K
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
221+ 0.09% |
$37.4K - $41.1K
|
246K
$28.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
220New |
$37.2K - $40.9K
|
220
$25.4K
|
|
|
Oct 06, 2021
Q3 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
219+ 0.81% |
$37K - $40.7K
|
27.3K
$3.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
218+ 46.38% |
$36.9K - $40.5K
|
688
$79.4K
|