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 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.05K+ 21.18% |
$149K - $186K
|
6K
$694K
|
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.05K+ 1.56% |
$149K - $186K
|
68.3K
$7.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
BUY
|
- |
1.04K+ 1.12% |
$148K - $185K
|
94.3K
$10.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
1.04K+ 628.31% |
$148K - $185K
|
1.21K
$140K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.03KNew |
$147K - $184K
|
1.03K
$120K
|
|
|
Feb 16, 2022
Q4 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1.03K+ 36.51% |
$147K - $184K
|
3.87K
$447K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.03K+ 9.3% |
$147K - $183K
|
12.1K
$1.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.03K+ 2.22% |
$146K - $183K
|
47.5K
$5.49M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.03K+ 4.38% |
$146K - $183K
|
24.5K
$2.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.03K+ 17.2% |
$146K - $183K
|
7.01K
$810K
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.03KNew |
$146K - $182K
|
1.03K
$119K
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.02K+ 7.02% |
$145K - $181K
|
15.6K
$1.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
1.02K+ 80.31% |
$145K - $181K
|
2.29K
$265K
|
|
|
Feb 09, 2022
Q4 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.02K+ 2.99% |
$144K - $180K
|
34.9K
$4.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Harbor Advisory Corp
|
BUY
|
- |
1.01K+ 20.1% |
$144K - $179K
|
6.04K
$698K
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.01K+ 5.02% |
$143K - $179K
|
21.1K
$2.44M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
1K+ 8.94% |
$142K - $178K
|
12.2K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Harbor Advisors LLC
|
BUY
|
- |
1K+ 1.78% |
$142K - $178K
|
57.1K
$6.61M
|
|
|
May 04, 2022
Q4 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
996+ 6.4% |
$142K - $177K
|
16.6K
$1.92M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
989+ 63.15% |
$141K - $176K
|
2.56K
$295K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
983+ 13.0% |
$140K - $175K
|
8.55K
$988K
|
|
|
Feb 14, 2022
Q4 2021
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
982+ 0.8% |
$140K - $175K
|
123K
$14.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
974+ 3.15% |
$138K - $173K
|
31.9K
$3.69M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
969+ 13.28% |
$138K - $172K
|
8.26K
$956K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
967+ 5.39% |
$137K - $172K
|
18.9K
$2.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
967+ 32.23% |
$137K - $172K
|
3.97K
$459K
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
964+ 0.7% |
$137K - $171K
|
139K
$16.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
953+ 10.13% |
$135K - $169K
|
10.4K
$1.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
950+ 0.97% |
$135K - $169K
|
99.1K
$11.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
950+ 2.78% |
$135K - $169K
|
35.1K
$4.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
947+ 18.89% |
$135K - $168K
|
5.96K
$689K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
946+ 8.69% |
$134K - $168K
|
11.8K
$1.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
940+ 40.91% |
$134K - $167K
|
3.24K
$374K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
939+ 1.64% |
$133K - $167K
|
58.3K
$6.74M
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
938+ 6.86% |
$133K - $167K
|
14.6K
$1.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
932+ 29.71% |
$132K - $166K
|
4.07K
$471K
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
931+ 39.04% |
$132K - $165K
|
3.32K
$383K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
929+ 5.56% |
$132K - $165K
|
17.6K
$2.04M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
929New |
$132K - $165K
|
929
$107K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
929+ 2.41% |
$132K - $165K
|
39.5K
$4.57M
|
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
BUY
|
- |
918+ 3.07% |
$130K - $163K
|
30.8K
$3.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
908+ 45.63% |
$129K - $161K
|
2.9K
$335K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
907+ 2.2% |
$129K - $161K
|
42.1K
$4.87M
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
903+ 2.37% |
$128K - $160K
|
39K
$4.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
902+ 3.98% |
$128K - $160K
|
23.6K
$2.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
901+ 10.75% |
$128K - $160K
|
9.28K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
900+ 68.29% |
$128K - $160K
|
2.22K
$257K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
900+ 2.77% |
$128K - $160K
|
33.4K
$3.87M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
900New |
$128K - $160K
|
900
$104K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
890+ 6.12% |
$127K - $158K
|
15.4K
$1.78M
|