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
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
455+ 6.68% |
$64.7K - $80.9K
|
7.27K
$841K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
454+ 2.47% |
$64.5K - $80.7K
|
18.9K
$2.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Private Wealth Partners, LLC
|
BUY
|
- |
453+ 0.37% |
$64.4K - $80.5K
|
124K
$14.3M
|
|
|
Feb 14, 2022
Q4 2021
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
452+ 6.08% |
$64.3K - $80.3K
|
7.89K
$912K
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
450+ 3.54% |
$64K - $80K
|
13.2K
$1.52M
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
449+ 1.12% |
$63.8K - $79.8K
|
40.6K
$4.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
449+ 7.55% |
$63.8K - $79.8K
|
6.4K
$740K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
447+ 17.27% |
$63.5K - $79.4K
|
3.04K
$351K
|
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
447+ 2.18% |
$63.5K - $79.4K
|
21K
$2.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
442+ 0.09% |
$62.8K - $78.5K
|
472K
$54.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
438+ 1.76% |
$62.3K - $77.8K
|
25.4K
$2.93M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
437+ 9.41% |
$62.1K - $77.7K
|
5.08K
$588K
|
|
|
Feb 04, 2022
Q4 2021
|
First Long Island Investors, LLC
|
BUY
|
- |
437+ 0.29% |
$62.1K - $77.7K
|
151K
$17.5M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
437+ 11.21% |
$62.1K - $77.7K
|
4.34K
$501K
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
436+ 12.62% |
$62K - $77.5K
|
3.89K
$450K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
436+ 5.18% |
$62K - $77.5K
|
8.86K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
435+ 6.73% |
$61.8K - $77.3K
|
6.89K
$797K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
433+ 27.35% |
$61.6K - $76.9K
|
2.02K
$233K
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
432+ 0.97% |
$61.4K - $76.8K
|
44.9K
$5.19M
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
430+ 3.73% |
$61.1K - $76.4K
|
12K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
430+ 0.38% |
$61.1K - $76.4K
|
113K
$13.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
427+ 1.19% |
$60.7K - $75.9K
|
36.3K
$4.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
425+ 5.63% |
$60.4K - $75.5K
|
7.98K
$923K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
424+ 49.3% |
$60.3K - $75.3K
|
1.28K
$148K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
421+ 0.52% |
$59.8K - $74.8K
|
80.7K
$9.34M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
420+ 5.17% |
$59.7K - $74.6K
|
8.55K
$988K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
418+ 3.79% |
$59.4K - $74.3K
|
11.4K
$1.32M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
418New |
$59.4K - $74.3K
|
418
$48.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
417+ 19.05% |
$59.3K - $74.1K
|
2.61K
$301K
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
416+ 2.39% |
$59.1K - $73.9K
|
17.8K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
416+ 0.91% |
$59.1K - $73.9K
|
46.1K
$5.33M
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
415+ 30.23% |
$59K - $73.7K
|
1.79K
$207K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
415+ 0.97% |
$59K - $73.7K
|
43.4K
$5.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
412+ 10.36% |
$58.6K - $73.2K
|
4.39K
$507K
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
412+ 25.2% |
$58.6K - $73.2K
|
2.05K
$237K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
410+ 2.02% |
$58.3K - $72.9K
|
20.7K
$2.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
406+ 30.55% |
$57.7K - $72.2K
|
1.74K
$201K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
404+ 4.87% |
$57.4K - $71.8K
|
8.69K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
401+ 1.74% |
$57K - $71.3K
|
23.4K
$2.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
400+ 51.48% |
$56.9K - $71.1K
|
1.18K
$136K
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
399+ 19.4% |
$56.7K - $70.9K
|
2.46K
$284K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
397+ 1.42% |
$56.4K - $70.6K
|
28.3K
$3.28M
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
BUY
|
- |
397+ 30.03% |
$56.4K - $70.6K
|
1.72K
$199K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
397+ 6.34% |
$56.4K - $70.6K
|
6.66K
$770K
|
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
397+ 6.49% |
$56.4K - $70.6K
|
6.52K
$754K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
396+ 53.88% |
$56.3K - $70.4K
|
1.13K
$131K
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
395+ 9.16% |
$56.1K - $70.2K
|
4.71K
$544K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
394+ 3.18% |
$56K - $70K
|
12.8K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
394+ 1.93% |
$56K - $70K
|
20.8K
$2.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
393+ 0.65% |
$55.9K - $69.8K
|
61.1K
$7.06M
|