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 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.28KNew |
$324K - $405K
|
2.28K
$263K
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.27KNew |
$323K - $404K
|
2.27K
$263K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
2.27K+ 3.13% |
$323K - $403K
|
74.7K
$8.63M
|
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.27KNew |
$322K - $403K
|
2.27K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
2.26K+ 5.47% |
$321K - $402K
|
43.6K
$5.04M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.26K+ 21.17% |
$321K - $401K
|
12.9K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.26K+ 4.31% |
$321K - $401K
|
54.6K
$6.32M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.25KNew |
$320K - $399K
|
2.25K
$260K
|
|
|
Jan 18, 2022
Q4 2021
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
2.24KNew |
$319K - $399K
|
2.24K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
2.23K+ 13.6% |
$317K - $397K
|
18.7K
$2.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2.23KNew |
$317K - $397K
|
2.23K
$258K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.23K+ 5.54% |
$316K - $396K
|
42.4K
$4.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.22K+ 23.65% |
$316K - $395K
|
11.6K
$1.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.21K+ 24.6% |
$314K - $393K
|
11.2K
$1.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.21K+ 7.76% |
$314K - $393K
|
30.7K
$3.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.2KNew |
$313K - $391K
|
2.2K
$254K
|
|
|
Jan 25, 2022
Q4 2021
|
Davis Rea Ltd.
|
BUY
|
- |
2.2K+ 13.2% |
$312K - $390K
|
18.8K
$2.18M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
2.19KNew |
$312K - $390K
|
2.19K
$254K
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
2.19K+ 9.15% |
$311K - $389K
|
26.1K
$3.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.19K+ 2.61% |
$311K - $389K
|
86.1K
$9.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.19K+ 6.35% |
$311K - $389K
|
36.6K
$4.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
2.19KNew |
$311K - $389K
|
2.19K
$253K
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$307K - $384K
|
2.16K
$250K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.16K+ 6.57% |
$307K - $384K
|
35K
$4.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2.16K+ 3.34% |
$307K - $383K
|
66.8K
$7.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.16K+ 3.43% |
$306K - $383K
|
65K
$7.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.15K+ 10.05% |
$306K - $382K
|
23.5K
$2.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.15KNew |
$306K - $382K
|
2.15K
$249K
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.15K+ 4.51% |
$306K - $382K
|
49.9K
$5.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.14K+ 55.54% |
$304K - $381K
|
6K
$694K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.14KNew |
$304K - $380K
|
2.14K
$247K
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
2.14K+ 11.54% |
$303K - $379K
|
20.6K
$2.39M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.14K+ 4.33% |
$303K - $379K
|
51.4K
$5.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
2.13KNew |
$303K - $379K
|
2.13K
$247K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.13KNew |
$303K - $379K
|
2.13K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.13KNew |
$303K - $379K
|
2.13K
$246K
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.13K+ 6.78% |
$302K - $378K
|
33.5K
$3.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.12KNew |
$302K - $377K
|
2.12K
$245K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
2.12K+ 29.27% |
$302K - $377K
|
9.37K
$1.08M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.12KNew |
$301K - $376K
|
2.12K
$245K
|
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2.1KNew |
$299K - $374K
|
2.1K
$243K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 54.97% |
$299K - $373K
|
5.92K
$685K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 18.76% |
$299K - $373K
|
13.3K
$1.54M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.1KNew |
$299K - $373K
|
2.1K
$243K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.1KNew |
$299K - $373K
|
2.1K
$243K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.1K+ 35.79% |
$298K - $373K
|
7.96K
$920K
|
|
|
Jan 19, 2022
Q4 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
2.1K+ 15.24% |
$298K - $372K
|
15.8K
$1.83M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
2.09KNew |
$297K - $372K
|
2.09K
$242K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.09KNew |
$297K - $371K
|
2.09K
$242K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.08KNew |
$296K - $370K
|
2.08K
$241K
|