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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.41KNew |
$201K - $251K
|
1.41K
$163K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.41K+ 18.56% |
$201K - $251K
|
9.02K
$1.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 0.99% |
$201K - $251K
|
143K
$16.6M
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
BUY
|
- |
1.41K+ 1.62% |
$201K - $251K
|
88.4K
$10.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.41KNew |
$200K - $250K
|
1.41K
$163K
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 6.76% |
$200K - $250K
|
22.2K
$2.56M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$199K - $249K
|
1.4K
$162K
|
|
|
Feb 09, 2022
Q4 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.4K+ 10.42% |
$198K - $248K
|
14.8K
$1.71M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.39KNew |
$198K - $247K
|
1.39K
$161K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.39K+ 2.92% |
$198K - $247K
|
49K
$5.67M
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
1.39KNew |
$197K - $247K
|
1.39K
$161K
|
|
|
Feb 11, 2022
Q4 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.39KNew |
$197K - $246K
|
1.39K
$160K
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
1.38KNew |
$196K - $245K
|
1.38K
$160K
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.38KNew |
$196K - $245K
|
1.38K
$160K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.38KNew |
$196K - $245K
|
1.38K
$160K
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
1.37KNew |
$195K - $244K
|
1.37K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.37K+ 4.79% |
$195K - $244K
|
30.1K
$3.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.37K+ 5.5% |
$194K - $243K
|
26.2K
$3.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.36KNew |
$194K - $242K
|
1.36K
$158K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.36KNew |
$193K - $242K
|
1.36K
$157K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.36K+ 4.62% |
$193K - $241K
|
30.7K
$3.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.35K+ 27.89% |
$192K - $240K
|
6.21K
$718K
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.35KNew |
$192K - $240K
|
1.35K
$156K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.35K+ 2.07% |
$192K - $240K
|
66.6K
$7.71M
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
1.34KNew |
$191K - $239K
|
1.34K
$155K
|
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
1.34K+ 53.14% |
$190K - $237K
|
3.85K
$445K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
1.33K+ 2.59% |
$190K - $237K
|
52.8K
$6.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.32KNew |
$188K - $235K
|
1.32K
$153K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.32K+ 11.14% |
$188K - $235K
|
13.2K
$1.53M
|
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.32K+ 5.71% |
$188K - $235K
|
24.5K
$2.83M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.31K+ 6.8% |
$187K - $234K
|
20.6K
$2.39M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.31K+ 10.31% |
$186K - $232K
|
14K
$1.62M
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
1.31K+ 10.94% |
$186K - $232K
|
13.2K
$1.53M
|
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
BUY
|
- |
1.31K+ 2.98% |
$186K - $232K
|
45.1K
$5.22M
|
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.3K+ 46.22% |
$184K - $230K
|
4.1K
$474K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.29K+ 2.42% |
$183K - $229K
|
54.4K
$6.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1.28K+ 4.29% |
$182K - $228K
|
31.2K
$3.61M
|
|
|
Jan 14, 2022
Q4 2021
|
Sara Bay Financial
|
BUY
|
- |
1.28K+ 2.53% |
$182K - $228K
|
52K
$6.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.28K+ 8.5% |
$181K - $227K
|
16.3K
$1.88M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.27K+ 4.37% |
$180K - $225K
|
30.2K
$3.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
1.27KNew |
$180K - $225K
|
1.27K
$146K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.26KNew |
$180K - $224K
|
1.26K
$146K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.26K+ 1.03% |
$179K - $224K
|
123K
$14.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.26K+ 3.93% |
$179K - $223K
|
33.3K
$3.85M
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 39.68% |
$178K - $222K
|
4.4K
$509K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
1.25K+ 1.52% |
$177K - $221K
|
83.2K
$9.62M
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.24K+ 10.02% |
$176K - $220K
|
13.6K
$1.57M
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
BUY
|
- |
1.24K+ 1.25% |
$176K - $220K
|
100K
$11.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
1.24K+ 2.21% |
$176K - $219K
|
57K
$6.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
1.23K+ 0.25% |
$174K - $218K
|
489K
$56.5M
|