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 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
216+ 0.92% |
$36.5K - $40.2K
|
23.8K
$2.75M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
216+ 0.42% |
$36.5K - $40.2K
|
51.5K
$5.94M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
215+ 3.05% |
$36.4K - $40K
|
7.26K
$838K
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
BUY
|
- |
215+ 2.33% |
$36.4K - $40K
|
9.46K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
215+ 4.21% |
$36.4K - $40K
|
5.32K
$614K
|
|
|
Oct 14, 2021
Q3 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
215+ 0.8% |
$36.4K - $40K
|
27K
$3.12M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
215+ 3.05% |
$36.4K - $40K
|
7.26K
$838K
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
211+ 7.71% |
$35.7K - $39.2K
|
2.95K
$340K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
211+ 4.73% |
$35.7K - $39.2K
|
4.67K
$539K
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
211+ 2.35% |
$35.7K - $39.2K
|
9.2K
$1.06M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
209+ 0.58% |
$35.4K - $38.9K
|
36.3K
$4.19M
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
208+ 1.74% |
$35.2K - $38.7K
|
12.2K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
207+ 4.05% |
$35K - $38.5K
|
5.32K
$614K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
206+ 86.19% |
$34.8K - $38.3K
|
445
$51.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
205+ 13.23% |
$34.7K - $38.1K
|
1.76K
$203K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
204+ 2.76% |
$34.5K - $37.9K
|
7.61K
$878K
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
203+ 9.3% |
$34.3K - $37.7K
|
2.39K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
203+ 0.63% |
$34.3K - $37.7K
|
32.3K
$3.73M
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
202+ 0.76% |
$34.2K - $37.6K
|
26.6K
$3.07M
|
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
201+ 5.72% |
$34K - $37.4K
|
3.71K
$429K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
200+ 10.5% |
$33.8K - $37.2K
|
2.1K
$243K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
200+ 1.34% |
$33.8K - $37.2K
|
15.2K
$1.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
200+ 27.29% |
$33.8K - $37.2K
|
933
$108K
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
198+ 1.2% |
$33.5K - $36.8K
|
16.7K
$1.92M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
198+ 2.61% |
$33.5K - $36.8K
|
7.79K
$899K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
198+ 2.15% |
$33.5K - $36.8K
|
9.39K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
197+ 0.53% |
$33.3K - $36.6K
|
37.5K
$4.32M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
196+ 5.03% |
$33.2K - $36.4K
|
4.09K
$472K
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
195+ 0.29% |
$33K - $36.3K
|
66.4K
$7.66M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
195+ 1.8% |
$33K - $36.3K
|
11K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
195+ 47.68% |
$33K - $36.3K
|
604
$69.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
194+ 3.5% |
$32.8K - $36.1K
|
5.73K
$662K
|
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
193+ 0.44% |
$32.6K - $35.9K
|
44.4K
$5.13M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
192+ 3.3% |
$32.5K - $35.7K
|
6K
$693K
|
|
|
Oct 21, 2021
Q3 2021
|
Family Capital Trust CO
|
BUY
|
- |
189+ 0.52% |
$32K - $35.1K
|
36.7K
$4.23M
|
|
|
Oct 22, 2021
Q3 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
189+ 0.65% |
$32K - $35.1K
|
29.4K
$3.39M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
188+ 1.24% |
$31.8K - $35K
|
15.3K
$1.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
187+ 1.19% |
$31.6K - $34.8K
|
15.8K
$1.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
186+ 1.24% |
$31.5K - $34.6K
|
15.2K
$1.76M
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
BUY
|
- |
185+ 2.34% |
$31.3K - $34.4K
|
8.08K
$933K
|
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
185+ 0.38% |
$31.3K - $34.4K
|
49K
$5.66M
|
|
|
Nov 05, 2021
Q3 2021
|
James Hambro & Partners
|
BUY
|
- |
182+ 2.93% |
$30.8K - $33.8K
|
6.4K
$739K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
182+ 2.64% |
$30.8K - $33.8K
|
7.09K
$818K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
181+ 2.66% |
$30.6K - $33.6K
|
6.99K
$807K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
181+ 3.85% |
$30.6K - $33.6K
|
4.88K
$563K
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
180+ 1.65% |
$30.5K - $33.5K
|
11.1K
$1.28M
|
|
|
Nov 10, 2021
Q3 2021
|
Puzo Michael J
|
BUY
|
- |
180+ 0.41% |
$30.5K - $33.5K
|
44K
$5.08M
|
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
BUY
|
- |
180+ 0.52% |
$30.5K - $33.5K
|
35.1K
$4.05M
|
|
|
Nov 10, 2021
Q3 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
180+ 0.38% |
$30.5K - $33.5K
|
47.5K
$5.49M
|
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
179+ 14.64% |
$30.3K - $33.3K
|
1.4K
$162K
|