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 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
184+ 0.21% |
$26.2K - $32.7K
|
87.4K
$10.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
183+ 1.4% |
$26K - $32.5K
|
13.2K
$1.53M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
182+ 1.41% |
$25.9K - $32.3K
|
13.1K
$1.51M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
182+ 1.74% |
$25.9K - $32.3K
|
10.6K
$1.23M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
181+ 2.64% |
$25.7K - $32.2K
|
7.05K
$815K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
179+ 2.8% |
$25.4K - $31.8K
|
6.57K
$760K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
176+ 2.67% |
$25K - $31.3K
|
6.76K
$782K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
176New |
$25K - $31.3K
|
176
$20.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
175+ 1.0% |
$24.9K - $31.1K
|
17.7K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
175+ 8.14% |
$24.9K - $31.1K
|
2.33K
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
174+ 6.35% |
$24.7K - $30.9K
|
2.92K
$337K
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
174+ 4.94% |
$24.7K - $30.9K
|
3.7K
$428K
|
|
|
Feb 11, 2022
Q4 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
172+ 0.26% |
$24.4K - $30.6K
|
65.6K
$7.58M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
171+ 6.89% |
$24.3K - $30.4K
|
2.65K
$307K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
171+ 4.95% |
$24.3K - $30.4K
|
3.63K
$419K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
169+ 3.46% |
$24K - $30K
|
5.05K
$584K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
167+ 3.01% |
$23.7K - $29.7K
|
5.72K
$662K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
167+ 0.98% |
$23.7K - $29.7K
|
17.2K
$1.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
161+ 1.87% |
$22.9K - $28.6K
|
8.78K
$1.02M
|
|
|
Jan 27, 2022
Q4 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
160+ 5.03% |
$22.7K - $28.4K
|
3.34K
$387K
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
160+ 4.35% |
$22.7K - $28.4K
|
3.84K
$444K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
159+ 2.76% |
$22.6K - $28.3K
|
5.91K
$684K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
158+ 2.27% |
$22.5K - $28.1K
|
7.11K
$822K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
157+ 3.96% |
$22.3K - $27.9K
|
4.12K
$476K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
154+ 1.34% |
$21.9K - $27.4K
|
11.6K
$1.35M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
153+ 1.8% |
$21.7K - $27.2K
|
8.63K
$999K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
153+ 6.31% |
$21.7K - $27.2K
|
2.58K
$298K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
152+ 3.67% |
$21.6K - $27K
|
4.3K
$497K
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
150+ 6.3% |
$21.3K - $26.7K
|
2.53K
$293K
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
150+ 3.95% |
$21.3K - $26.7K
|
3.95K
$456K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
150+ 6.81% |
$21.3K - $26.7K
|
2.35K
$272K
|
|
|
Feb 02, 2022
Q4 2021
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
150+ 1.59% |
$21.3K - $26.7K
|
9.59K
$1.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Schulhoff & CO Inc
|
BUY
|
- |
150+ 1.85% |
$21.3K - $26.7K
|
8.28K
$957K
|
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
149+ 0.51% |
$21.2K - $26.5K
|
29.5K
$3.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Becker Capital Management Inc
|
BUY
|
- |
149+ 0.06% |
$21.2K - $26.5K
|
249K
$28.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
145+ 7.03% |
$20.6K - $25.8K
|
2.21K
$255K
|
|
|
Jan 24, 2022
Q4 2021
|
Baskin Financial Services Inc.
|
BUY
|
- |
144+ 7.94% |
$20.5K - $25.6K
|
1.96K
$226K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
144+ 4.58% |
$20.5K - $25.6K
|
3.29K
$380K
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
144+ 0.76% |
$20.5K - $25.6K
|
19.2K
$2.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
141+ 7.33% |
$20K - $25.1K
|
2.07K
$239K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
141+ 7.42% |
$20K - $25.1K
|
2.04K
$236K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
141+ 1.99% |
$20K - $25.1K
|
7.21K
$834K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
140+ 2.53% |
$19.9K - $24.9K
|
5.67K
$656K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
140+ 3.52% |
$19.9K - $24.9K
|
4.12K
$476K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
136+ 0.5% |
$19.3K - $24.2K
|
27.5K
$3.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
135+ 4.82% |
$19.2K - $24K
|
2.94K
$340K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
132+ 1.16% |
$18.8K - $23.5K
|
11.5K
$1.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
130+ 2.51% |
$18.5K - $23.1K
|
5.3K
$613K
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
130+ 3.72% |
$18.5K - $23.1K
|
3.62K
$419K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
128+ 6.05% |
$18.2K - $22.7K
|
2.24K
$260K
|