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 04, 2021
Q3 2021
|
Karpas Strategies, LLC
|
SELL
|
- |
-75- 0.14% |
$12.7K - $13.9K
|
53.5K
$6.29M
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
SELL
|
- |
-75- 5.8% |
$12.7K - $13.9K
|
1.22K
$143K
|
|
|
Oct 06, 2021
Q3 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-75- 1.64% |
$12.7K - $13.9K
|
4.49K
$527K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-75- 0.53% |
$12.7K - $13.9K
|
14K
$1.64M
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-75- 1.51% |
$12.7K - $13.9K
|
4.88K
$574K
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-75- 0.31% |
$12.7K - $13.9K
|
23.9K
$2.81M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-76- 3.97% |
$12.9K - $14.1K
|
1.84K
$216K
|
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-76- 0.6% |
$12.9K - $14.1K
|
12.5K
$1.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-77- 1.18% |
$13K - $14.3K
|
6.47K
$760K
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-78- 0.29% |
$13.2K - $14.5K
|
27.3K
$3.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Unio Capital LLC
|
SELL
|
- |
-78- 0.21% |
$13.2K - $14.5K
|
36.3K
$4.27M
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-79- 3.25% |
$13.4K - $14.7K
|
2.35K
$277K
|
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-80- 5.51% |
$13.5K - $14.9K
|
1.37K
$161K
|
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
SELL
|
- |
-80- 6.55% |
$13.5K - $14.9K
|
1.14K
$134K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-80- 0.47% |
$13.5K - $14.9K
|
16.8K
$1.97M
|
|
|
Oct 12, 2021
Q3 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-81- 1.26% |
$13.7K - $15.1K
|
6.35K
$746K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-81- 1.32% |
$13.7K - $15.1K
|
6.04K
$709K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-81- 4.42% |
$13.7K - $15.1K
|
1.75K
$206K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-84- 5.17% |
$14.2K - $15.6K
|
1.54K
$181K
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-84- 0.9% |
$14.2K - $15.6K
|
9.24K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-85- 5.22% |
$14.4K - $15.8K
|
1.54K
$181K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-85- 0.29% |
$14.4K - $15.8K
|
29.4K
$3.46M
|
|
|
Oct 08, 2021
Q3 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-86- 3.23% |
$14.5K - $16K
|
2.58K
$303K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-87- 0.07% |
$14.7K - $16.2K
|
126K
$14.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-87- 5.49% |
$14.7K - $16.2K
|
1.5K
$176K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-87- 0.8% |
$14.7K - $16.2K
|
10.7K
$1.26M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-88- 1.24% |
$14.9K - $16.4K
|
7.01K
$823K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
SELL
|
- |
-89- 2.26% |
$15.1K - $16.5K
|
3.85K
$453K
|
|
|
Oct 26, 2021
Q3 2021
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-89- 0.26% |
$15.1K - $16.5K
|
34.4K
$4.04M
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-90- 1.49% |
$15.2K - $16.7K
|
5.95K
$698K
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-90- 0.53% |
$15.2K - $16.7K
|
17K
$2M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-90- 3.33% |
$15.2K - $16.7K
|
2.61K
$307K
|
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-90- 1.93% |
$15.2K - $16.7K
|
4.57K
$536K
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-90- 0.94% |
$15.2K - $16.7K
|
9.52K
$1.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-91- 0.2% |
$15.4K - $16.9K
|
45K
$5.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-92- 0.6% |
$15.6K - $17.1K
|
15.4K
$1.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-92- 1.41% |
$15.6K - $17.1K
|
6.45K
$758K
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-93- 1.66% |
$15.7K - $17.3K
|
5.52K
$649K
|
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-95- 0.86% |
$16.1K - $17.7K
|
10.9K
$1.29M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Management Group Inc
|
SELL
|
- |
-96- 3.87% |
$16.2K - $17.8K
|
2.39K
$280K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-97- 6.01% |
$16.4K - $18K
|
1.52K
$178K
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-97- 1.2% |
$16.4K - $18K
|
8K
$940K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-97- 1.75% |
$16.4K - $18K
|
5.46K
$641K
|
|
|
Oct 14, 2021
Q3 2021
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-100- 2.84% |
$16.9K - $18.6K
|
3.43K
$402K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
SELL
|
- |
-100- 0.21% |
$16.9K - $18.6K
|
47.2K
$5.54M
|
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-100- 1.45% |
$16.9K - $18.6K
|
6.81K
$800K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-100- 1.46% |
$16.9K - $18.6K
|
6.73K
$790K
|
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
SELL
|
- |
-100- 0.65% |
$16.9K - $18.6K
|
15.4K
$1.81M
|
|
|
Feb 10, 2022
Q3 2021
|
Chelsea Counsel CO
|
SELL
|
- |
-100- 1.35% |
$16.9K - $18.6K
|
7.3K
$857K
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 1.97% |
$16.9K - $18.6K
|
4.98K
$585K
|