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 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
99+ 0.36% |
$14.1K - $17.6K
|
27.9K
$3.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
98+ 0.7% |
$13.9K - $17.4K
|
14.1K
$1.63M
|
|
|
Jan 26, 2022
Q4 2021
|
Monte Financial Group, LLC
|
BUY
|
- |
98+ 1.54% |
$13.9K - $17.4K
|
6.46K
$747K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
97+ 3.39% |
$13.8K - $17.2K
|
2.96K
$343K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
96+ 0.54% |
$13.6K - $17.1K
|
17.7K
$2.05M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
94+ 5.26% |
$13.4K - $16.7K
|
1.88K
$217K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
93+ 29.25% |
$13.2K - $16.5K
|
411
$47.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
93+ 0.86% |
$13.2K - $16.5K
|
10.9K
$1.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
93+ 7.74% |
$13.2K - $16.5K
|
1.3K
$150K
|
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
91+ 0.58% |
$12.9K - $16.2K
|
15.9K
$1.83M
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
90+ 1.19% |
$12.8K - $16K
|
7.65K
$885K
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
89+ 1.02% |
$12.7K - $15.8K
|
8.78K
$1.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
88+ 1.41% |
$12.5K - $15.6K
|
6.33K
$732K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
87+ 0.5% |
$12.4K - $15.5K
|
17.3K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
87New |
$12.4K - $15.5K
|
87
$10.1K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
86+ 2.15% |
$12.2K - $15.3K
|
4.08K
$472K
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
85+ 3.87% |
$12.1K - $15.1K
|
2.28K
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
83+ 0.71% |
$11.8K - $14.7K
|
11.8K
$1.37M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
82+ 3.16% |
$11.7K - $14.6K
|
2.68K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
82+ 2.31% |
$11.7K - $14.6K
|
3.63K
$420K
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
81+ 0.38% |
$11.5K - $14.4K
|
21.6K
$2.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Terril Brothers, Inc.
|
BUY
|
- |
79+ 4.07% |
$11.2K - $14K
|
2.02K
$233K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
76+ 0.65% |
$10.8K - $13.5K
|
11.8K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Dillon & Associates Inc
|
BUY
|
- |
76+ 0.1% |
$10.8K - $13.5K
|
73.4K
$8.48M
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
75+ 0.08% |
$10.7K - $13.3K
|
89.3K
$10.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
BUY
|
- |
75+ 1.38% |
$10.7K - $13.3K
|
5.51K
$637K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
75+ 6.57% |
$10.7K - $13.3K
|
1.22K
$141K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
75+ 46.01% |
$10.7K - $13.3K
|
238
$27.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
75+ 1.01% |
$10.7K - $13.3K
|
7.5K
$867K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
74+ 29.37% |
$10.5K - $13.2K
|
326
$37.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
74+ 0.37% |
$10.5K - $13.2K
|
19.9K
$2.3M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
72+ 0.27% |
$10.2K - $12.8K
|
26.7K
$3.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
71+ 0.95% |
$10.1K - $12.6K
|
7.51K
$869K
|
|
|
Jan 26, 2022
Q4 2021
|
Palmer Knight CO
|
BUY
|
- |
71+ 0.19% |
$10.1K - $12.6K
|
37K
$4.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
70+ 1.18% |
$9.95K - $12.4K
|
6.02K
$696K
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
BUY
|
- |
70+ 0.2% |
$9.95K - $12.4K
|
35.1K
$4.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
70+ 0.23% |
$9.95K - $12.4K
|
30.9K
$3.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
69+ 3.81% |
$9.81K - $12.3K
|
1.88K
$217K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
69New |
$9.81K - $12.3K
|
69
$7.98K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
67+ 0.98% |
$9.52K - $11.9K
|
6.94K
$802K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
67+ 0.95% |
$9.52K - $11.9K
|
7.14K
$826K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
67+ 2.33% |
$9.52K - $11.9K
|
2.95K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
67+ 0.28% |
$9.52K - $11.9K
|
24.1K
$2.78M
|
|
|
Jan 31, 2022
Q4 2021
|
Klcm Advisors, Inc.
|
BUY
|
- |
65+ 0.21% |
$9.24K - $11.6K
|
31.7K
$3.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
62+ 0.45% |
$8.81K - $11K
|
13.9K
$1.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
61+ 2.07% |
$8.67K - $10.8K
|
3K
$347K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
61+ 0.94% |
$8.67K - $10.8K
|
6.53K
$756K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
61+ 0.21% |
$8.67K - $10.8K
|
28.5K
$3.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
60+ 1.65% |
$8.53K - $10.7K
|
3.7K
$428K
|
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
60+ 0.25% |
$8.53K - $10.7K
|
24.5K
$2.84M
|