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 |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.58KNew |
$366K - $458K
|
2.58K
$298K
|
|
Feb 10, 2022
Q4 2021
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.56KNew |
$364K - $455K
|
2.56K
$296K
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.55K+ 8.71% |
$363K - $453K
|
31.8K
$3.68M
|
|
Jan 28, 2022
Q4 2021
|
Everence Capital Management Inc
|
BUY
|
- |
2.55K+ 5.16% |
$362K - $453K
|
52K
$6.01M
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
2.55K+ 29.48% |
$362K - $453K
|
11.2K
$1.3M
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.53K+ 2.4% |
$360K - $450K
|
108K
$12.5M
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.53K+ 38.17% |
$360K - $450K
|
9.17K
$1.06M
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
2.53K+ 1.01% |
$360K - $450K
|
254K
$29.4M
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.53K+ 142.93% |
$359K - $449K
|
4.3K
$497K
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.51K+ 99.01% |
$357K - $446K
|
5.04K
$583K
|
|
Jan 24, 2022
Q4 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.5K+ 3.77% |
$355K - $444K
|
68.9K
$7.97M
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2.5K+ 86.05% |
$355K - $444K
|
5.4K
$625K
|
|
Feb 01, 2022
Q4 2021
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.49K+ 2.77% |
$354K - $442K
|
92.4K
$10.7M
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.48K+ 7.21% |
$353K - $441K
|
36.9K
$4.27M
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
2.47K+ 3.48% |
$351K - $439K
|
73.4K
$8.49M
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.46KNew |
$350K - $438K
|
2.46K
$285K
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.46K+ 14.32% |
$349K - $437K
|
19.6K
$2.27M
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
2.46K+ 14.37% |
$349K - $436K
|
19.5K
$2.26M
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.45KNew |
$348K - $435K
|
2.45K
$283K
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.45K+ 5.45% |
$348K - $435K
|
47.4K
$5.48M
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.45KNew |
$348K - $435K
|
2.45K
$283K
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2.44KNew |
$347K - $434K
|
2.44K
$283K
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
2.44K+ 102.82% |
$347K - $434K
|
4.82K
$558K
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$344K - $431K
|
2.42K
$280K
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
2.42K+ 9.73% |
$344K - $430K
|
27.3K
$3.16M
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2.42K+ 10.28% |
$344K - $430K
|
25.9K
$3M
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.42KNew |
$344K - $430K
|
2.42K
$280K
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.41K+ 5.75% |
$342K - $428K
|
44.3K
$5.12M
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
2.4KNew |
$342K - $427K
|
2.4K
$278K
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
2.4K+ 4.12% |
$342K - $427K
|
60.7K
$7.03M
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.4KNew |
$341K - $426K
|
2.4K
$277K
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.39K+ 4.25% |
$340K - $425K
|
58.7K
$6.79M
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.38KNew |
$338K - $422K
|
2.38K
$275K
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.37K+ 0.84% |
$337K - $421K
|
284K
$32.9M
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.37KNew |
$336K - $421K
|
2.37K
$274K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$336K - $420K
|
2.36K
$273K
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
2.35K+ 10.4% |
$335K - $418K
|
25K
$2.89M
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.35KNew |
$334K - $418K
|
2.35K
$272K
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.34K+ 7.88% |
$332K - $415K
|
32K
$3.7M
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.32KNew |
$330K - $412K
|
2.32K
$268K
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
2.32K+ 4.66% |
$330K - $412K
|
52.1K
$6.03M
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.32KNew |
$330K - $412K
|
2.32K
$268K
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.32K+ 8.64% |
$330K - $412K
|
29.2K
$3.37M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
2.31K+ 1.74% |
$328K - $410K
|
135K
$15.6M
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.31KNew |
$328K - $410K
|
2.31K
$267K
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
2.3K+ 33.32% |
$326K - $408K
|
9.18K
$1.06M
|
|
Feb 08, 2022
Q4 2021
|
Amica Retiree Medical Trust
|
BUY
|
- |
2.29K+ 85.07% |
$326K - $407K
|
4.98K
$576K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
2.28K+ 9.42% |
$324K - $405K
|
26.5K
$3.06M
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.28KNew |
$324K - $405K
|
2.28K
$264K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.28K+ 3.41% |
$324K - $405K
|
69.2K
$8M
|