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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q3 2021
|
Capital Financial Services, LLC
|
BUY
|
- |
100+ 0.66% |
$16.9K - $18.6K
|
15.2K
$1.76M
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
100+ 0.23% |
$16.9K - $18.6K
|
43.4K
$5.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Torray LLC
|
BUY
|
- |
100+ 0.13% |
$16.9K - $18.6K
|
76.8K
$8.87M
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
100+ 1.37% |
$16.9K - $18.6K
|
7.42K
$857K
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
100New |
$16.9K - $18.6K
|
100
$11.5K
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
100+ 3.74% |
$16.9K - $18.6K
|
2.77K
$320K
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
99+ 0.15% |
$16.7K - $18.4K
|
68K
$7.85M
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
99+ 1.76% |
$16.7K - $18.4K
|
5.74K
$662K
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
98+ 1.81% |
$16.6K - $18.2K
|
5.53K
$638K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
98+ 1.48% |
$16.6K - $18.2K
|
6.73K
$777K
|
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
96+ 0.16% |
$16.2K - $17.8K
|
58.3K
$6.74M
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
95+ 0.79% |
$16.1K - $17.7K
|
12.1K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
95+ 0.42% |
$16.1K - $17.7K
|
22.7K
$2.63M
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
95+ 0.1% |
$16.1K - $17.7K
|
93.5K
$10.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
95+ 0.26% |
$16.1K - $17.7K
|
37.3K
$4.31M
|
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
94+ 0.59% |
$15.9K - $17.5K
|
16K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
93+ 0.54% |
$15.7K - $17.3K
|
17.3K
$2M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
92+ 0.55% |
$15.6K - $17.1K
|
16.7K
$1.93M
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
92+ 1.79% |
$15.6K - $17.1K
|
5.22K
$603K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
91+ 2.57% |
$15.4K - $16.9K
|
3.63K
$419K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
89+ 0.93% |
$15.1K - $16.5K
|
9.65K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
88+ 0.24% |
$14.9K - $16.4K
|
37.3K
$4.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
87+ 1.59% |
$14.7K - $16.2K
|
5.56K
$641K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
86New |
$14.5K - $16K
|
86
$9.93K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
86+ 0.16% |
$14.5K - $16K
|
55.1K
$6.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
85+ 1.91% |
$14.4K - $15.8K
|
4.54K
$524K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
85+ 2.54% |
$14.4K - $15.8K
|
3.43K
$396K
|
|
|
Nov 08, 2021
Q3 2021
|
Schulhoff & CO Inc
|
BUY
|
- |
85+ 1.06% |
$14.4K - $15.8K
|
8.13K
$938K
|
|
|
Nov 15, 2021
Q3 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
85+ 0.13% |
$14.4K - $15.8K
|
65.4K
$7.55M
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
84+ 1.09% |
$14.2K - $15.6K
|
7.79K
$899K
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
84+ 2.94% |
$14.2K - $15.6K
|
2.94K
$339K
|
|
|
Oct 18, 2021
Q3 2021
|
M. Kraus & CO
|
BUY
|
- |
83+ 0.28% |
$14K - $15.4K
|
29.8K
$3.44M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
83+ 4.68% |
$14K - $15.4K
|
1.86K
$214K
|
|
|
Nov 12, 2021
Q3 2021
|
Trust Investment Advisors
|
BUY
|
- |
83+ 0.96% |
$14K - $15.4K
|
8.7K
$1M
|
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
82+ 0.39% |
$13.9K - $15.2K
|
21K
$2.43M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
82+ 2.28% |
$13.9K - $15.2K
|
3.69K
$425K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
81+ 2.11% |
$13.7K - $15.1K
|
3.93K
$453K
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
81+ 1.08% |
$13.7K - $15.1K
|
7.56K
$872K
|
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
81+ 4.71% |
$13.7K - $15.1K
|
1.8K
$208K
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
BUY
|
- |
79+ 0.39% |
$13.4K - $14.7K
|
20.4K
$2.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
78+ 1.58% |
$13.2K - $14.5K
|
5.01K
$579K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
78+ 1.19% |
$13.2K - $14.5K
|
6.63K
$766K
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
77+ 0.82% |
$13K - $14.3K
|
9.5K
$1.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
BUY
|
- |
77+ 0.22% |
$13K - $14.3K
|
35.3K
$4.08M
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
77+ 1.49% |
$13K - $14.3K
|
5.26K
$607K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
76+ 0.5% |
$12.9K - $14.1K
|
15.3K
$1.77M
|
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
75+ 6.13% |
$12.7K - $13.9K
|
1.3K
$150K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
75+ 1.06% |
$12.7K - $13.9K
|
7.12K
$822K
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
75+ 1.03% |
$12.7K - $13.9K
|
7.33K
$846K
|
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
75+ 0.03% |
$12.7K - $13.9K
|
228K
$26.3M
|