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 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
178+ 1.73% |
$30.1K - $33.1K
|
10.5K
$1.23M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
175+ 2.2% |
$29.6K - $32.5K
|
8.13K
$954K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
171+ 2.55% |
$28.9K - $31.8K
|
6.87K
$807K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
171+ 5.68% |
$28.9K - $31.8K
|
3.18K
$374K
|
|
|
Oct 21, 2021
Q3 2021
|
Everence Capital Management Inc
|
BUY
|
- |
170+ 0.34% |
$28.8K - $31.6K
|
49.5K
$5.81M
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
170+ 0.25% |
$28.8K - $31.6K
|
67.3K
$7.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
170+ 2.9% |
$28.8K - $31.6K
|
6.04K
$710K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
170+ 3.58% |
$28.8K - $31.6K
|
4.92K
$578K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
169+ 6.72% |
$28.6K - $31.4K
|
2.68K
$315K
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
168+ 5.91% |
$28.4K - $31.2K
|
3.01K
$354K
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
168+ 1.23% |
$28.4K - $31.2K
|
13.8K
$1.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Meridian Management CO
|
BUY
|
- |
168+ 1.06% |
$28.4K - $31.2K
|
16K
$1.88M
|
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
BUY
|
- |
166New |
$28.1K - $30.9K
|
166
$19.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
164+ 0.46% |
$27.7K - $30.5K
|
36.1K
$4.24M
|
|
|
Oct 29, 2021
Q3 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
164+ 0.25% |
$27.7K - $30.5K
|
66.4K
$7.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Weil Company, Inc.
|
BUY
|
- |
164+ 0.55% |
$27.7K - $30.5K
|
30.2K
$3.55M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
161+ 1.26% |
$27.2K - $29.9K
|
12.9K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
161+ 1.86% |
$27.2K - $29.9K
|
8.8K
$1.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
161+ 0.1% |
$27.2K - $29.9K
|
166K
$19.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
160+ 1.86% |
$27.1K - $29.7K
|
8.78K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
160+ 0.33% |
$27.1K - $29.7K
|
48K
$5.64M
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
159+ 0.5% |
$26.9K - $29.6K
|
32.3K
$3.79M
|
|
|
Oct 12, 2021
Q3 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
158+ 2.57% |
$26.7K - $29.4K
|
6.3K
$740K
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
158+ 3.58% |
$26.7K - $29.4K
|
4.57K
$536K
|
|
|
Nov 10, 2021
Q3 2021
|
Kidder Stephen W
|
BUY
|
- |
156+ 0.34% |
$26.4K - $29K
|
45.7K
$5.37M
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
155+ 2.92% |
$26.2K - $28.8K
|
5.47K
$642K
|
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
155+ 1.01% |
$26.2K - $28.8K
|
15.6K
$1.83M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
153+ 1.24% |
$25.9K - $28.4K
|
12.5K
$1.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
152+ 2.13% |
$25.7K - $28.3K
|
7.3K
$857K
|
|
|
Oct 20, 2021
Q3 2021
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
152+ 0.07% |
$25.7K - $28.3K
|
227K
$26.7M
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
152+ 1.36% |
$25.7K - $28.3K
|
11.3K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
151+ 1.64% |
$25.5K - $28.1K
|
9.34K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
151New |
$25.5K - $28.1K
|
151
$17.7K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
150+ 4.98% |
$25.4K - $27.9K
|
3.16K
$371K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
150+ 21.37% |
$25.4K - $27.9K
|
852
$100K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
150+ 9.11% |
$25.4K - $27.9K
|
1.8K
$211K
|
|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
150+ 8.0% |
$25.4K - $27.9K
|
2.03K
$238K
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
150+ 2.16% |
$25.4K - $27.9K
|
7.08K
$832K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
150+ 17.65% |
$25.4K - $27.9K
|
1K
$117K
|
|
|
Nov 12, 2021
Q3 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
146+ 0.33% |
$24.7K - $27.1K
|
44.2K
$5.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
145+ 6.77% |
$24.5K - $27K
|
2.29K
$269K
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
144+ 4.93% |
$24.4K - $26.8K
|
3.06K
$360K
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
143+ 1.53% |
$24.2K - $26.6K
|
9.5K
$1.12M
|
|
|
Oct 26, 2021
Q3 2021
|
Security Asset Management
|
BUY
|
- |
143+ 5.74% |
$24.2K - $26.6K
|
2.63K
$309K
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
138+ 6.68% |
$23.3K - $25.7K
|
2.21K
$259K
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
138+ 2.25% |
$23.3K - $25.7K
|
6.26K
$736K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
137+ 1.05% |
$23.2K - $25.5K
|
13.2K
$1.56M
|
|
|
Oct 26, 2021
Q3 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
137+ 4.16% |
$23.2K - $25.5K
|
3.43K
$403K
|
|
|
Nov 16, 2021
Q3 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
137+ 4.67% |
$23.2K - $25.5K
|
3.07K
$361K
|
|
|
Nov 09, 2021
Q3 2021
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
136+ 1.8% |
$23K - $25.3K
|
7.7K
$904K
|