Purchases and Sales Made in Q4 2021 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
3.02KNew |
$429K - $536K
|
3.02K
$355K
|
|
|
Jan 19, 2022
Q4 2021
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
3.01K+ 2.67% |
$428K - $535K
|
116K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3KNew |
$427K - $533K
|
3K
$353K
|
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3K+ 51.64% |
$426K - $533K
|
8.81K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.98K+ 4.11% |
$423K - $529K
|
75.4K
$8.87M
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.98K+ 9.43% |
$423K - $529K
|
34.6K
$4.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.98K+ 4.21% |
$423K - $529K
|
73.7K
$8.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.97K+ 33.08% |
$422K - $528K
|
12K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.97K+ 32.27% |
$422K - $528K
|
12.2K
$1.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.96K+ 4.0% |
$421K - $526K
|
76.9K
$9.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.96K+ 21.34% |
$421K - $526K
|
16.8K
$1.98M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
2.93KNew |
$416K - $520K
|
2.93K
$344K
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
2.93KNew |
$416K - $520K
|
2.93K
$344K
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.91K+ 2.19% |
$414K - $517K
|
136K
$15.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.9K+ 3.46% |
$413K - $516K
|
86.9K
$10.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
2.9K+ 786.45% |
$413K - $516K
|
3.27K
$385K
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.87KNew |
$408K - $509K
|
2.87K
$337K
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
BUY
|
- |
2.86K+ 186.98% |
$406K - $508K
|
4.39K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.86K+ 2.59% |
$406K - $508K
|
113K
$13.3M
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
2.83K+ 9.43% |
$403K - $504K
|
32.9K
$3.87M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.81K+ 4.61% |
$400K - $500K
|
63.8K
$7.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.8KNew |
$397K - $497K
|
2.8K
$329K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.77KNew |
$394K - $492K
|
2.77K
$326K
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.76K+ 7.69% |
$392K - $490K
|
38.6K
$4.54M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.76K+ 3.0% |
$392K - $490K
|
94.5K
$11.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Contrarius Investment Management LTD
St. Helier, Y9 |
BUY
|
- |
2.75K+ 7.55% |
$391K - $489K
|
39.2K
$4.61M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.74KNew |
$390K - $487K
|
2.74K
$322K
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.74KNew |
$389K - $487K
|
2.74K
$322K
|
|
|
Feb 10, 2022
Q4 2021
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
2.74KNew |
$389K - $487K
|
2.74K
$322K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.74K+ 15.83% |
$389K - $486K
|
20K
$2.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.72K+ 12.92% |
$387K - $483K
|
23.8K
$2.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
2.71KNew |
$385K - $481K
|
2.71K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
2.68K+ 3.78% |
$380K - $476K
|
73.4K
$8.63M
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
2.67K+ 75.32% |
$380K - $475K
|
6.22K
$732K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.66KNew |
$378K - $473K
|
2.66K
$313K
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.66K+ 51.52% |
$378K - $472K
|
7.81K
$919K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.66K+ 27.12% |
$378K - $472K
|
12.5K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.65KNew |
$376K - $470K
|
2.65K
$311K
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.64KNew |
$376K - $470K
|
2.64K
$311K
|
|
|
Jan 20, 2022
Q4 2021
|
Stewart & Patten CO LLC
|
BUY
|
- |
2.64K+ 2.75% |
$375K - $469K
|
98.5K
$11.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.63K+ 6.8% |
$373K - $467K
|
41.3K
$4.85M
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.63K+ 27.09% |
$373K - $467K
|
12.3K
$1.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
2.61KNew |
$371K - $464K
|
2.61K
$307K
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.61KNew |
$371K - $464K
|
2.61K
$307K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.61KNew |
$370K - $463K
|
2.61K
$306K
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.61KNew |
$370K - $463K
|
2.61K
$306K
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.59K+ 6.91% |
$368K - $460K
|
40K
$4.71M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$367K - $459K
|
2.59K
$304K
|
|
|
Jan 20, 2022
Q4 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
2.58K+ 5.92% |
$367K - $459K
|
46.3K
$5.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.58K+ 9.37% |
$366K - $458K
|
30.1K
$3.54M
|