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 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
885+ 13.09% |
$126K - $157K
|
7.65K
$884K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
884+ 5.74% |
$126K - $157K
|
16.3K
$1.88M
|
|
|
Jan 18, 2022
Q4 2021
|
Absher Wealth Management, LLC
|
BUY
|
- |
879+ 10.38% |
$125K - $156K
|
9.34K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
BUY
|
- |
875+ 10.79% |
$124K - $155K
|
8.98K
$1.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
870+ 7.66% |
$124K - $155K
|
12.2K
$1.41M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
864+ 1.14% |
$123K - $154K
|
76.7K
$8.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
864+ 35.12% |
$123K - $154K
|
3.32K
$384K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
853+ 21.24% |
$121K - $152K
|
4.87K
$563K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
850+ 38.64% |
$121K - $151K
|
3.05K
$353K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
850+ 7.96% |
$121K - $151K
|
11.5K
$1.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
849+ 1.98% |
$121K - $151K
|
43.7K
$5.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
848+ 2.5% |
$121K - $151K
|
34.8K
$4.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
847+ 12.12% |
$120K - $151K
|
7.84K
$906K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
844+ 17.31% |
$120K - $150K
|
5.72K
$662K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
841New |
$120K - $149K
|
841
$97.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
838+ 1.03% |
$119K - $149K
|
82K
$9.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
832+ 27.5% |
$118K - $148K
|
3.86K
$446K
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
827+ 28.92% |
$118K - $147K
|
3.69K
$426K
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
825+ 15.39% |
$117K - $147K
|
6.18K
$715K
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
824New |
$117K - $146K
|
824
$95.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
823+ 4.5% |
$117K - $146K
|
19.1K
$2.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
814New |
$116K - $145K
|
814
$94.1K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
812+ 3.79% |
$115K - $144K
|
22.2K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
806+ 16.45% |
$115K - $143K
|
5.71K
$660K
|
|
|
Feb 14, 2022
Q4 2021
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
806+ 5.19% |
$115K - $143K
|
16.3K
$1.89M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
800+ 0.71% |
$114K - $142K
|
114K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
799+ 2.19% |
$114K - $142K
|
37.2K
$4.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
796+ 1.08% |
$113K - $141K
|
74.2K
$8.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
785+ 31.34% |
$112K - $140K
|
3.29K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
778+ 0.95% |
$111K - $138K
|
82.9K
$9.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
777+ 11.84% |
$110K - $138K
|
7.34K
$849K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
774+ 38.95% |
$110K - $138K
|
2.76K
$319K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
774+ 3.81% |
$110K - $138K
|
21.1K
$2.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
773+ 36.77% |
$110K - $137K
|
2.88K
$332K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
771+ 23.61% |
$110K - $137K
|
4.04K
$467K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
765+ 0.94% |
$109K - $136K
|
81.8K
$9.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
764+ 1.13% |
$109K - $136K
|
68.2K
$7.88M
|
|
|
Feb 03, 2022
Q4 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
763+ 0.34% |
$108K - $136K
|
225K
$26M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
761+ 23.63% |
$108K - $135K
|
3.98K
$460K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
756+ 10.67% |
$107K - $134K
|
7.84K
$907K
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
753+ 9.2% |
$107K - $134K
|
8.94K
$1.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
752+ 4.47% |
$107K - $134K
|
17.6K
$2.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Guild Investment Management, Inc.
|
BUY
|
- |
750+ 38.64% |
$107K - $133K
|
2.69K
$311K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
750+ 5.35% |
$107K - $133K
|
14.8K
$1.71M
|
|
|
Feb 15, 2022
Q4 2021
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
750+ 7.2% |
$107K - $133K
|
11.2K
$1.29M
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
749+ 2.86% |
$106K - $133K
|
27K
$3.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
BUY
|
- |
749+ 1.53% |
$106K - $133K
|
49.6K
$5.73M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
747+ 23.63% |
$106K - $133K
|
3.91K
$452K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
740+ 1.69% |
$105K - $132K
|
44.6K
$5.16M
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
736+ 5.82% |
$105K - $131K
|
13.4K
$1.55M
|