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
|
Family Management Corp
New York, NY |
BUY
|
- |
135+ 0.38% |
$22.8K - $25.1K
|
35.9K
$4.14M
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
134+ 4.46% |
$22.7K - $24.9K
|
3.14K
$362K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
133+ 0.66% |
$22.5K - $24.7K
|
20.3K
$2.35M
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
132+ 1.81% |
$22.3K - $24.5K
|
7.42K
$857K
|
|
|
Oct 28, 2021
Q3 2021
|
Dillon & Associates Inc
|
BUY
|
- |
130+ 0.18% |
$22K - $24.2K
|
73.3K
$8.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealth Advisors, Inc.
|
BUY
|
- |
130+ 10.05% |
$22K - $24.2K
|
1.42K
$164K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
129+ 5.57% |
$21.8K - $24K
|
2.45K
$282K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
128+ 1.13% |
$21.7K - $23.8K
|
11.5K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
128+ 4.27% |
$21.7K - $23.8K
|
3.13K
$361K
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
127+ 1.42% |
$21.5K - $23.6K
|
9.08K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
127+ 1.96% |
$21.5K - $23.6K
|
6.61K
$763K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
127+ 4.5% |
$21.5K - $23.6K
|
2.95K
$341K
|
|
|
Nov 12, 2021
Q3 2021
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
127+ 0.63% |
$21.5K - $23.6K
|
20.4K
$2.35M
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
127+ 1.96% |
$21.5K - $23.6K
|
6.61K
$763K
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
126+ 2.52% |
$21.3K - $23.4K
|
5.12K
$591K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
125+ 2.73% |
$21.1K - $23.2K
|
4.71K
$543K
|
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
BUY
|
- |
125+ 0.66% |
$21.1K - $23.2K
|
19K
$2.19M
|
|
|
Oct 13, 2021
Q3 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
125+ 0.21% |
$21.1K - $23.2K
|
60.7K
$7M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
125+ 6.32% |
$21.1K - $23.2K
|
2.1K
$243K
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
125+ 0.3% |
$21.1K - $23.2K
|
41.9K
$4.83M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
124+ 3.65% |
$21K - $23.1K
|
3.52K
$406K
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
124+ 0.87% |
$21K - $23.1K
|
14.4K
$1.67M
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
120+ 2.36% |
$20.3K - $22.3K
|
5.2K
$600K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
120+ 2.13% |
$20.3K - $22.3K
|
5.75K
$664K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
120+ 3.11% |
$20.3K - $22.3K
|
3.98K
$459K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
118+ 1.27% |
$20K - $21.9K
|
9.43K
$1.09M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
118+ 1.02% |
$20K - $21.9K
|
11.7K
$1.36M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
118+ 15.9% |
$20K - $21.9K
|
860
$99.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
117+ 6.72% |
$19.8K - $21.8K
|
1.86K
$215K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
116+ 8.03% |
$19.6K - $21.6K
|
1.56K
$180K
|
|
|
Nov 12, 2021
Q3 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
115+ 0.24% |
$19.5K - $21.4K
|
47.3K
$5.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
115+ 0.97% |
$19.5K - $21.4K
|
12K
$1.38M
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
114+ 2.61% |
$19.3K - $21.2K
|
4.48K
$518K
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
114+ 0.28% |
$19.3K - $21.2K
|
40.5K
$4.68M
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
114+ 0.48% |
$19.3K - $21.2K
|
23.9K
$2.76M
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
113+ 1.25% |
$19.1K - $21K
|
9.18K
$1.06M
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
113+ 1.49% |
$19.1K - $21K
|
7.69K
$888K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
112+ 0.22% |
$18.9K - $20.8K
|
51.3K
$5.92M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
111+ 2.89% |
$18.8K - $20.6K
|
3.95K
$456K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
111+ 0.55% |
$18.8K - $20.6K
|
20.4K
$2.36M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
110+ 1.3% |
$18.6K - $20.5K
|
8.55K
$987K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
110+ 2.3% |
$18.6K - $20.5K
|
4.88K
$564K
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
109+ 0.71% |
$18.4K - $20.3K
|
15.5K
$1.79M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
108+ 1.54% |
$18.3K - $20.1K
|
7.14K
$824K
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
107+ 2.65% |
$18.1K - $19.9K
|
4.15K
$479K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
106+ 0.9% |
$17.9K - $19.7K
|
11.9K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
104+ 1.8% |
$17.6K - $19.3K
|
5.9K
$681K
|
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
103+ 3.69% |
$17.4K - $19.1K
|
2.9K
$334K
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
102+ 1.86% |
$17.3K - $19K
|
5.58K
$644K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
102+ 5.5% |
$17.3K - $19K
|
1.96K
$226K
|