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 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
128+ 1.17% |
$18.2K - $22.7K
|
11.1K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
128+ 0.88% |
$18.2K - $22.7K
|
14.7K
$1.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
BUY
|
- |
127+ 9.46% |
$18.1K - $22.6K
|
1.47K
$170K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
127+ 384.85% |
$18.1K - $22.6K
|
160
$18.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
125+ 0.22% |
$17.8K - $22.2K
|
56.3K
$6.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
125+ 2.4% |
$17.8K - $22.2K
|
5.32K
$616K
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
125+ 6.73% |
$17.8K - $22.2K
|
1.98K
$229K
|
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
125+ 4.89% |
$17.8K - $22.2K
|
2.68K
$310K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
125+ 2.48% |
$17.8K - $22.2K
|
5.16K
$596K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
122+ 2.83% |
$17.3K - $21.7K
|
4.44K
$513K
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
120+ 9.55% |
$17.1K - $21.3K
|
1.38K
$159K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
120+ 3.87% |
$17.1K - $21.3K
|
3.22K
$372K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
118+ 0.17% |
$16.8K - $21K
|
68.2K
$7.88M
|
|
|
Jan 14, 2022
Q4 2021
|
Fruth Investment Management
|
BUY
|
- |
116+ 0.47% |
$16.5K - $20.6K
|
24.9K
$2.88M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
116+ 2.2% |
$16.5K - $20.6K
|
5.38K
$622K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
115+ 5.68% |
$16.3K - $20.4K
|
2.14K
$247K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
115New |
$16.3K - $20.4K
|
115
$13.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
BUY
|
- |
114+ 1.71% |
$16.2K - $20.3K
|
6.79K
$786K
|
|
|
Jan 19, 2022
Q4 2021
|
Bennett Selby Investments LP
|
BUY
|
- |
114+ 2.35% |
$16.2K - $20.3K
|
4.97K
$575K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
112+ 7.69% |
$15.9K - $19.9K
|
1.57K
$181K
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
112+ 7.84% |
$15.9K - $19.9K
|
1.54K
$178K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
110+ 4.5% |
$15.6K - $19.5K
|
2.55K
$295K
|
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
110+ 3.36% |
$15.6K - $19.5K
|
3.38K
$391K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
110+ 0.71% |
$15.6K - $19.5K
|
15.5K
$1.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
109+ 1.0% |
$15.5K - $19.4K
|
11K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
109+ 0.38% |
$15.5K - $19.4K
|
28.7K
$3.32M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
109+ 3.54% |
$15.5K - $19.4K
|
3.19K
$369K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
108+ 1.39% |
$15.4K - $19.2K
|
7.9K
$913K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
108+ 6.58% |
$15.4K - $19.2K
|
1.75K
$202K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
107+ 94.69% |
$15.2K - $19K
|
220
$25.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
107+ 0.66% |
$15.2K - $19K
|
16.2K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
106+ 1.12% |
$15.1K - $18.8K
|
9.57K
$1.11M
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
105+ 0.37% |
$14.9K - $18.7K
|
28.3K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
105+ 69.54% |
$14.9K - $18.7K
|
256
$29.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
104New |
$14.8K - $18.5K
|
104
$12K
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
103+ 1.33% |
$14.6K - $18.3K
|
7.84K
$906K
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
103+ 0.43% |
$14.6K - $18.3K
|
23.8K
$2.76M
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
102New |
$14.5K - $18.1K
|
102
$11.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
102+ 3.65% |
$14.5K - $18.1K
|
2.9K
$335K
|
|
|
Feb 08, 2022
Q4 2021
|
Buckhead Capital Management LLC
|
BUY
|
- |
102+ 0.27% |
$14.5K - $18.1K
|
37.7K
$4.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
101+ 7.46% |
$14.4K - $17.9K
|
1.46K
$168K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
101+ 1.08% |
$14.4K - $17.9K
|
9.43K
$1.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
100+ 5.57% |
$14.2K - $17.8K
|
1.9K
$219K
|
|
|
Jan 14, 2022
Q4 2021
|
Strid Group, LLC
|
BUY
|
- |
100+ 5.76% |
$14.2K - $17.8K
|
1.84K
$212K
|
|
|
Jan 24, 2022
Q4 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
100+ 2.21% |
$14.2K - $17.8K
|
4.62K
$534K
|
|
|
Jan 26, 2022
Q4 2021
|
Hoertkorn Richard Charles
|
BUY
|
- |
100+ 0.83% |
$14.2K - $17.8K
|
12.2K
$1.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
100+ 2.41% |
$14.2K - $17.8K
|
4.24K
$490K
|
|
|
Feb 01, 2022
Q4 2021
|
Lipe & Dalton
|
BUY
|
- |
100+ 4.39% |
$14.2K - $17.8K
|
2.38K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
100+ 5.49% |
$14.2K - $17.8K
|
1.92K
$222K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
100+ 3.99% |
$14.2K - $17.8K
|
2.61K
$301K
|