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 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
4.4K+ 96.91% |
$744K - $817K
|
8.93K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.38K+ 6.07% |
$741K - $815K
|
76.5K
$8.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.28K+ 20.78% |
$723K - $795K
|
24.9K
$2.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.26K+ 17.78% |
$721K - $792K
|
28.2K
$3.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
4.25K+ 12.02% |
$719K - $790K
|
39.6K
$4.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.25K+ 4.52% |
$719K - $790K
|
98.3K
$11.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4.23K+ 45.01% |
$716K - $787K
|
13.6K
$1.57M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.22K+ 5.48% |
$713K - $784K
|
81.2K
$9.37M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.21K+ 13.54% |
$712K - $783K
|
35.3K
$4.08M
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
4.18KNew |
$707K - $777K
|
4.18K
$483K
|
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
4.14K+ 5.0% |
$701K - $770K
|
87K
$10M
|
|
|
Nov 01, 2021
Q3 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
4.12K+ 13.52% |
$697K - $766K
|
34.6K
$3.99M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
4.09K+ 2.68% |
$692K - $760K
|
157K
$18.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.08K+ 5.55% |
$690K - $758K
|
77.5K
$8.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.08K+ 6.79% |
$690K - $758K
|
64.1K
$7.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.07K+ 4.63% |
$688K - $756K
|
91.8K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
4.05K+ 10.22% |
$685K - $753K
|
43.7K
$5.04M
|
|
|
Nov 09, 2021
Q3 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
4.05K+ 10.98% |
$684K - $752K
|
40.9K
$4.72M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
4.03K+ 0.23% |
$681K - $749K
|
1.76M
$204M
|
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4K+ 68.95% |
$677K - $743K
|
9.8K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.97KNew |
$672K - $738K
|
3.97K
$458K
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.96K+ 6.4% |
$670K - $737K
|
65.9K
$7.61M
|
|
|
Oct 29, 2021
Q3 2021
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
3.91K+ 0.71% |
$662K - $727K
|
556K
$64.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
3.85K+ 4.93% |
$651K - $716K
|
82K
$9.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.85K+ 48.6% |
$651K - $715K
|
11.8K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
3.83K+ 19.64% |
$648K - $712K
|
23.3K
$2.69M
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
3.81K+ 11.23% |
$645K - $709K
|
37.7K
$4.36M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.8KNew |
$643K - $706K
|
3.8K
$439K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.78K+ 4.01% |
$639K - $702K
|
98K
$11.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
3.77KNew |
$638K - $701K
|
3.77K
$435K
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.73K+ 9.54% |
$632K - $694K
|
42.9K
$4.95M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.73K+ 0.59% |
$630K - $693K
|
639K
$73.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.72K+ 4.73% |
$629K - $692K
|
82.4K
$9.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
3.64K+ 0.78% |
$615K - $676K
|
472K
$54.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.62K+ 12.85% |
$613K - $673K
|
31.8K
$3.67M
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
3.6K+ 7.8% |
$609K - $669K
|
49.8K
$5.75M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.6K+ 35.8% |
$609K - $669K
|
13.7K
$1.58M
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
3.58K+ 16.03% |
$606K - $666K
|
25.9K
$2.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.58K+ 28.51% |
$605K - $665K
|
16.1K
$1.86M
|
|
|
Nov 09, 2021
Q3 2021
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
3.57KNew |
$605K - $664K
|
3.57K
$413K
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.54K+ 226.34% |
$599K - $658K
|
5.1K
$589K
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.54K+ 14.45% |
$599K - $658K
|
28K
$3.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.48K+ 38.46% |
$589K - $647K
|
12.5K
$1.45M
|
|
|
Oct 13, 2021
Q3 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.48K+ 101.31% |
$589K - $647K
|
6.92K
$798K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.47K+ 30.77% |
$588K - $646K
|
14.8K
$1.7M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.45K+ 83.82% |
$583K - $641K
|
7.56K
$873K
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.43K+ 4.18% |
$580K - $637K
|
85.5K
$9.88M
|
|
|
Oct 27, 2021
Q3 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
3.4K+ 15.93% |
$576K - $633K
|
24.8K
$2.86M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.4K+ 9.83% |
$575K - $632K
|
38K
$4.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.37K+ 5.29% |
$569K - $626K
|
67K
$7.74M
|