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 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
736+ 7.21% |
$105K - $131K
|
10.9K
$1.27M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
734+ 5.96% |
$104K - $130K
|
13K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
731+ 7.16% |
$104K - $130K
|
10.9K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
730+ 0.58% |
$104K - $130K
|
128K
$14.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
730+ 2.95% |
$104K - $130K
|
25.5K
$2.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
BUY
|
- |
725+ 7.18% |
$103K - $129K
|
10.8K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
717+ 4.08% |
$102K - $127K
|
18.3K
$2.12M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
717+ 4.08% |
$102K - $127K
|
18.3K
$2.12M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
715+ 9.17% |
$102K - $127K
|
8.51K
$985K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
711+ 21.12% |
$101K - $126K
|
4.08K
$472K
|
|
|
Feb 08, 2022
Q4 2021
|
Private Management Group Inc
|
BUY
|
- |
707+ 29.63% |
$101K - $126K
|
3.09K
$358K
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
707+ 17.73% |
$101K - $126K
|
4.69K
$543K
|
|
|
Feb 03, 2022
Q4 2021
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
700+ 33.33% |
$99.5K - $124K
|
2.8K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.21% |
$99.5K - $124K
|
329K
$38.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
694+ 3.36% |
$98.7K - $123K
|
21.3K
$2.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
693New |
$98.5K - $123K
|
693
$80.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
689+ 9.49% |
$97.9K - $122K
|
7.95K
$920K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
689+ 16.84% |
$97.9K - $122K
|
4.78K
$553K
|
|
|
Feb 14, 2022
Q4 2021
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
685+ 15.58% |
$97.4K - $122K
|
5.08K
$588K
|
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
685+ 0.52% |
$97.4K - $122K
|
133K
$15.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
684+ 2.97% |
$97.2K - $122K
|
23.7K
$2.74M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
684+ 0.16% |
$97.2K - $122K
|
416K
$48.1M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
681New |
$96.8K - $121K
|
681
$78.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
681+ 0.85% |
$96.8K - $121K
|
81.2K
$9.39M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
677+ 1.16% |
$96.2K - $120K
|
58.9K
$6.81M
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
675+ 49.67% |
$96K - $120K
|
2.03K
$235K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
675+ 4.93% |
$96K - $120K
|
14.4K
$1.66M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
675+ 22.45% |
$96K - $120K
|
3.68K
$426K
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
673+ 0.76% |
$95.7K - $120K
|
89.4K
$10.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
673+ 3.43% |
$95.7K - $120K
|
20.3K
$2.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
673+ 17.09% |
$95.7K - $120K
|
4.61K
$533K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
673+ 0.11% |
$95.7K - $120K
|
605K
$70M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
669+ 22.66% |
$95.1K - $119K
|
3.62K
$419K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
669+ 5.07% |
$95.1K - $119K
|
13.9K
$1.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
666+ 10.93% |
$94.7K - $118K
|
6.76K
$782K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
666+ 6.23% |
$94.7K - $118K
|
11.4K
$1.31M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
665+ 2.07% |
$94.5K - $118K
|
32.7K
$3.78M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
655+ 4.4% |
$93.1K - $116K
|
15.5K
$1.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
654+ 5.8% |
$93K - $116K
|
11.9K
$1.38M
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
BUY
|
- |
651+ 3.32% |
$92.5K - $116K
|
20.3K
$2.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
650+ 18.99% |
$92.4K - $116K
|
4.07K
$471K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
650+ 12.5% |
$92.4K - $116K
|
5.85K
$676K
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
644+ 8.38% |
$91.5K - $114K
|
8.33K
$964K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
642+ 0.74% |
$91.3K - $114K
|
87.4K
$10.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Diamant Asset Management, Inc.
|
BUY
|
- |
636+ 2.94% |
$90.4K - $113K
|
22.2K
$2.57M
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
635+ 2.33% |
$90.3K - $113K
|
27.9K
$3.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
633+ 0.23% |
$90K - $112K
|
280K
$32.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
631+ 1.23% |
$89.7K - $112K
|
52K
$6.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
630+ 23.49% |
$89.6K - $112K
|
3.31K
$383K
|
|
|
Jan 19, 2022
Q4 2021
|
Blooom, Inc.
|
BUY
|
- |
629+ 7.62% |
$89.4K - $112K
|
8.88K
$1.03M
|