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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
SELL
|
- |
-5- 0.12% |
$846 - $930
|
4.11K
$483K
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-5- 0.07% |
$846 - $930
|
7.18K
$843K
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.12% |
$846 - $930
|
4.32K
$507K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-6- 0.51% |
$1.02K - $1.12K
|
1.18K
$138K
|
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-6- 0.04% |
$1.02K - $1.12K
|
15.8K
$1.85M
|
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-7- 0.09% |
$1.18K - $1.3K
|
7.8K
$917K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-7- 0.07% |
$1.18K - $1.3K
|
10.7K
$1.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-8- 6.84% |
$1.35K - $1.49K
|
109
$12.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-8- 0.11% |
$1.35K - $1.49K
|
7.53K
$885K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8- 0.08% |
$1.35K - $1.49K
|
9.41K
$1.1M
|
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-9- 0.13% |
$1.52K - $1.67K
|
7.04K
$827K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-9- 0.5% |
$1.52K - $1.67K
|
1.8K
$212K
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-9- 0.13% |
$1.52K - $1.67K
|
7.14K
$839K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-9- 0.29% |
$1.52K - $1.67K
|
3.04K
$357K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-9Closed |
$1.52K - $1.67K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
SELL
|
- |
-10- 0.57% |
$1.69K - $1.86K
|
1.75K
$206K
|
|
|
Oct 13, 2021
Q3 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-10- 0.75% |
$1.69K - $1.86K
|
1.32K
$154K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 0.1% |
$1.69K - $1.86K
|
10.4K
$1.22M
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-10- 0.73% |
$1.69K - $1.86K
|
1.36K
$160K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-10- 9.62% |
$1.69K - $1.86K
|
94
$11K
|
|
|
Oct 26, 2021
Q3 2021
|
Outfitter Financial LLC
|
SELL
|
- |
-10- 0.1% |
$1.69K - $1.86K
|
10.4K
$1.22M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-10- 0.24% |
$1.69K - $1.86K
|
4.17K
$490K
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-10- 0.29% |
$1.69K - $1.86K
|
3.42K
$402K
|
|
|
Nov 12, 2021
Q3 2021
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-10- 0.13% |
$1.69K - $1.86K
|
7.92K
$930K
|
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-11- 0.8% |
$1.86K - $2.05K
|
1.36K
$160K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-11- 0.18% |
$1.86K - $2.05K
|
6.19K
$728K
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-11- 0.59% |
$1.86K - $2.05K
|
1.86K
$218K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-12- 0.09% |
$2.03K - $2.23K
|
13.8K
$1.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-12- 0.23% |
$2.03K - $2.23K
|
5.32K
$625K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12- 0.57% |
$2.03K - $2.23K
|
2.1K
$247K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-13- 0.23% |
$2.2K - $2.42K
|
5.56K
$653K
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-13- 0.79% |
$2.2K - $2.42K
|
1.64K
$193K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-14- 0.05% |
$2.37K - $2.6K
|
26.2K
$3.08M
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-14- 0.72% |
$2.37K - $2.6K
|
1.94K
$228K
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-14- 0.4% |
$2.37K - $2.6K
|
3.45K
$405K
|
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-14- 0.43% |
$2.37K - $2.6K
|
3.27K
$384K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-14- 6.31% |
$2.37K - $2.6K
|
208
$24.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-14- 0.05% |
$2.37K - $2.6K
|
28.1K
$3.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Delta Capital Management LLC
|
SELL
|
- |
-15- 0.13% |
$2.54K - $2.79K
|
11.6K
$1.36M
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-15- 0.22% |
$2.54K - $2.79K
|
6.87K
$807K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-15- 0.18% |
$2.54K - $2.79K
|
8.26K
$970K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-15- 0.61% |
$2.54K - $2.79K
|
2.44K
$287K
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-15- 0.05% |
$2.54K - $2.79K
|
33K
$3.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-15- 0.13% |
$2.54K - $2.79K
|
11.4K
$1.34M
|
|
|
Oct 26, 2021
Q3 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-15- 0.02% |
$2.54K - $2.79K
|
61.4K
$7.21M
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-15- 0.5% |
$2.54K - $2.79K
|
3.01K
$353K
|
|
|
Oct 15, 2021
Q3 2021
|
Lcm Capital Management Inc
|
SELL
|
- |
-16- 0.3% |
$2.71K - $2.97K
|
5.36K
$630K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-16- 0.5% |
$2.71K - $2.97K
|
3.16K
$371K
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-17- 0.65% |
$2.88K - $3.16K
|
2.6K
$305K
|
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-17- 0.43% |
$2.88K - $3.16K
|
3.89K
$457K
|