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
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
74+ 0.51% |
$12.5K - $13.8K
|
14.6K
$1.71M
|
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
BUY
|
- |
72+ 4.09% |
$12.2K - $13.4K
|
1.83K
$215K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
72+ 1.45% |
$12.2K - $13.4K
|
5.03K
$591K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
72+ 1.75% |
$12.2K - $13.4K
|
4.19K
$493K
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
71+ 0.63% |
$12K - $13.2K
|
11.3K
$1.33M
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
BUY
|
- |
70+ 1.56% |
$11.8K - $13K
|
4.55K
$535K
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
70+ 0.91% |
$11.8K - $13K
|
7.8K
$916K
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
70+ 6.01% |
$11.8K - $13K
|
1.24K
$145K
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
70+ 4.17% |
$11.8K - $13K
|
1.75K
$205K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
69+ 0.2% |
$11.7K - $12.8K
|
34.7K
$4.08M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
68+ 0.85% |
$11.5K - $12.6K
|
8.05K
$945K
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
68+ 1.88% |
$11.5K - $12.6K
|
3.68K
$432K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
68+ 850.0% |
$11.5K - $12.6K
|
76
$8.93K
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
BUY
|
- |
67+ 2.34% |
$11.3K - $12.5K
|
2.94K
$345K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
65+ 2.35% |
$11K - $12.1K
|
2.83K
$332K
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
65+ 0.65% |
$11K - $12.1K
|
10.1K
$1.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
65+ 0.83% |
$11K - $12.1K
|
7.89K
$927K
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
64+ 0.19% |
$10.8K - $11.9K
|
34.1K
$4.01M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
63+ 3.21% |
$10.7K - $11.7K
|
2.03K
$238K
|
|
|
Oct 26, 2021
Q3 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
62+ 0.56% |
$10.5K - $11.5K
|
11.2K
$1.31M
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
61+ 8.52% |
$10.3K - $11.3K
|
777
$91.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
60+ 0.33% |
$10.2K - $11.2K
|
18.3K
$2.15M
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
60+ 11.63% |
$10.2K - $11.2K
|
576
$67.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
60+ 1.22% |
$10.2K - $11.2K
|
4.97K
$584K
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
BUY
|
- |
60+ 1.41% |
$10.2K - $11.2K
|
4.31K
$506K
|
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
60+ 1.98% |
$10.2K - $11.2K
|
3.09K
$362K
|
|
|
Nov 10, 2021
Q3 2021
|
Dempze Nancy E
|
BUY
|
- |
58+ 0.29% |
$9.81K - $10.8K
|
20.2K
$2.38M
|
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
58+ 0.32% |
$9.81K - $10.8K
|
18.2K
$2.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
57+ 1.83% |
$9.64K - $10.6K
|
3.18K
$374K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
57+ 8.12% |
$9.64K - $10.6K
|
759
$89.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
56+ 4.19% |
$9.47K - $10.4K
|
1.39K
$164K
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
56+ 0.27% |
$9.47K - $10.4K
|
20.8K
$2.44M
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
55+ 0.29% |
$9.3K - $10.2K
|
19.4K
$2.27M
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
55+ 2.26% |
$9.3K - $10.2K
|
2.49K
$293K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
55+ 0.67% |
$9.3K - $10.2K
|
8.22K
$966K
|
|
|
Oct 21, 2021
Q3 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
55+ 0.4% |
$9.3K - $10.2K
|
13.8K
$1.62M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
55+ 1.66% |
$9.3K - $10.2K
|
3.37K
$396K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
54+ 0.19% |
$9.14K - $10K
|
28.5K
$3.35M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
54+ 0.15% |
$9.14K - $10K
|
36.2K
$4.25M
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
52+ 3.15% |
$8.8K - $9.67K
|
1.7K
$200K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
52+ 0.21% |
$8.8K - $9.67K
|
24.8K
$2.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
52+ 2.99% |
$8.8K - $9.67K
|
1.79K
$210K
|
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
51+ 3.23% |
$8.63K - $9.48K
|
1.63K
$191K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
51+ 0.53% |
$8.63K - $9.48K
|
9.69K
$1.14M
|
|
|
Oct 12, 2021
Q3 2021
|
Hoertkorn Richard Charles
|
BUY
|
- |
50+ 0.42% |
$8.46K - $9.3K
|
12.1K
$1.42M
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
50+ 4.05% |
$8.46K - $9.3K
|
1.29K
$151K
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
50+ 0.37% |
$8.46K - $9.3K
|
13.7K
$1.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
50+ 0.22% |
$8.46K - $9.3K
|
22.5K
$2.64M
|
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
BUY
|
- |
50+ 0.94% |
$8.46K - $9.3K
|
5.37K
$631K
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
50+ 0.65% |
$8.46K - $9.3K
|
7.73K
$908K
|