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 10, 2022
Q4 2021
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
238+ 0.73% |
$33.8K - $42.3K
|
32.9K
$3.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
236+ 1.4% |
$33.5K - $41.9K
|
17K
$1.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
234+ 4.58% |
$33.3K - $41.6K
|
5.34K
$617K
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
233+ 2.59% |
$33.1K - $41.4K
|
9.22K
$1.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
229+ 5.8% |
$32.6K - $40.7K
|
4.18K
$483K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
227New |
$32.3K - $40.3K
|
227
$26.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
226+ 2.1% |
$32.1K - $40.2K
|
11K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
225+ 1.65% |
$32K - $40K
|
13.9K
$1.61M
|
|
|
Jan 27, 2022
Q4 2021
|
Wright Investors Service Inc
|
BUY
|
- |
222+ 2.47% |
$31.6K - $39.5K
|
9.21K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
222+ 3.99% |
$31.6K - $39.5K
|
5.78K
$668K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
220+ 22.29% |
$31.3K - $39.1K
|
1.21K
$140K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
220+ 5.43% |
$31.3K - $39.1K
|
4.27K
$494K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
219+ 0.18% |
$31.1K - $38.9K
|
123K
$14.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
218+ 0.72% |
$31K - $38.7K
|
30.5K
$3.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
218+ 3.79% |
$31K - $38.7K
|
5.98K
$691K
|
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
217+ 1.02% |
$30.8K - $38.6K
|
21.5K
$2.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
217+ 1.36% |
$30.8K - $38.6K
|
16.2K
$1.87M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
216+ 0.49% |
$30.7K - $38.4K
|
44.6K
$5.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
BUY
|
- |
216+ 2.43% |
$30.7K - $38.4K
|
9.11K
$1.05M
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
215+ 2.06% |
$30.6K - $38.2K
|
10.7K
$1.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
215+ 12.63% |
$30.6K - $38.2K
|
1.92K
$222K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
211+ 0.85% |
$30K - $37.5K
|
24.9K
$2.88M
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
210+ 1.41% |
$29.9K - $37.3K
|
15.1K
$1.74M
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
210+ 3.92% |
$29.9K - $37.3K
|
5.57K
$645K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
207+ 10.12% |
$29.4K - $36.8K
|
2.25K
$261K
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
201+ 14.42% |
$28.6K - $35.7K
|
1.6K
$184K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
200+ 3.72% |
$28.4K - $35.5K
|
5.58K
$645K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
200+ 1.32% |
$28.4K - $35.5K
|
15.4K
$1.78M
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
200+ 50.13% |
$28.4K - $35.5K
|
599
$69.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
200+ 11.38% |
$28.4K - $35.5K
|
1.96K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
200+ 0.03% |
$28.4K - $35.5K
|
606K
$70.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200New |
$28.4K - $35.5K
|
200
$23.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
195+ 1.1% |
$27.7K - $34.7K
|
17.9K
$2.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
195+ 0.61% |
$27.7K - $34.7K
|
32.4K
$3.75M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
194+ 0.11% |
$27.6K - $34.5K
|
170K
$19.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
194+ 4.88% |
$27.6K - $34.5K
|
4.17K
$482K
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
192+ 0.29% |
$27.3K - $34.1K
|
66.5K
$7.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
192+ 6.23% |
$27.3K - $34.1K
|
3.27K
$379K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
192+ 10.71% |
$27.3K - $34.1K
|
1.99K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
191+ 3.26% |
$27.2K - $33.9K
|
6.05K
$699K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
191+ 5.99% |
$27.2K - $33.9K
|
3.38K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
191+ 5.18% |
$27.2K - $33.9K
|
3.88K
$448K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
191+ 8.71% |
$27.2K - $33.9K
|
2.39K
$276K
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
190+ 3.31% |
$27K - $33.8K
|
5.93K
$685K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
187+ 3.42% |
$26.6K - $33.2K
|
5.65K
$654K
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
187+ 8.18% |
$26.6K - $33.2K
|
2.47K
$286K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
186+ 2.91% |
$26.4K - $33.1K
|
6.58K
$761K
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
185+ 0.35% |
$26.3K - $32.9K
|
52.9K
$6.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
185New |
$26.3K - $32.9K
|
185
$21.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
185+ 7.54% |
$26.3K - $32.9K
|
2.64K
$305K
|