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 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
60+ 0.47% |
$8.53K - $10.7K
|
12.9K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
59New |
$8.39K - $10.5K
|
59
$6.82K
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
BUY
|
- |
58+ 0.16% |
$8.24K - $10.3K
|
36.7K
$4.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
58+ 1.49% |
$8.24K - $10.3K
|
3.95K
$457K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
58+ 0.93% |
$8.24K - $10.3K
|
6.32K
$731K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
58+ 0.63% |
$8.24K - $10.3K
|
9.25K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
57+ 4.18% |
$8.1K - $10.1K
|
1.42K
$164K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
57+ 9.9% |
$8.1K - $10.1K
|
633
$73.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
57+ 0.14% |
$8.1K - $10.1K
|
39.7K
$4.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
56+ 0.22% |
$7.96K - $9.95K
|
25.1K
$2.91M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
55+ 1.13% |
$7.82K - $9.77K
|
4.94K
$571K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
55+ 1.71% |
$7.82K - $9.77K
|
3.27K
$379K
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
55+ 2.81% |
$7.82K - $9.77K
|
2.01K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
55+ 1.1% |
$7.82K - $9.77K
|
5.04K
$583K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
54+ 0.17% |
$7.68K - $9.6K
|
31.7K
$3.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
53+ 0.62% |
$7.53K - $9.42K
|
8.55K
$988K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
53+ 2.96% |
$7.53K - $9.42K
|
1.84K
$213K
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
52+ 1.59% |
$7.39K - $9.24K
|
3.32K
$384K
|
|
|
Feb 04, 2022
Q4 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
51+ 0.46% |
$7.25K - $9.06K
|
11.1K
$1.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
51+ 3.12% |
$7.25K - $9.06K
|
1.69K
$195K
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
51+ 0.51% |
$7.25K - $9.06K
|
10.1K
$1.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
50+ 0.45% |
$7.11K - $8.89K
|
11.1K
$1.29M
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
50+ 0.48% |
$7.11K - $8.89K
|
10.5K
$1.21M
|
|
|
Feb 07, 2022
Q4 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
50+ 0.61% |
$7.11K - $8.89K
|
8.27K
$956K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
50+ 1.85% |
$7.11K - $8.89K
|
2.75K
$318K
|
|
|
Feb 07, 2022
Q4 2021
|
Prospect Hill Management, LLC
|
BUY
|
- |
50+ 0.32% |
$7.11K - $8.89K
|
15.7K
$1.82M
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
50+ 2.35% |
$7.11K - $8.89K
|
2.18K
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
50+ 0.95% |
$7.11K - $8.89K
|
5.33K
$617K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
50+ 7.27% |
$7.11K - $8.89K
|
738
$85.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
49+ 1.26% |
$6.97K - $8.71K
|
3.94K
$456K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
49+ 1.83% |
$6.97K - $8.71K
|
2.73K
$316K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
49+ 0.6% |
$6.97K - $8.71K
|
8.27K
$957K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
49+ 1.84% |
$6.97K - $8.71K
|
2.71K
$314K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
48+ 0.48% |
$6.82K - $8.53K
|
10K
$1.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
48+ 1.26% |
$6.82K - $8.53K
|
3.85K
$445K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
48+ 0.19% |
$6.82K - $8.53K
|
25.7K
$2.97M
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
47+ 0.34% |
$6.68K - $8.35K
|
13.9K
$1.61M
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
47+ 1.05% |
$6.68K - $8.35K
|
4.53K
$524K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
47+ 3.15% |
$6.68K - $8.35K
|
1.54K
$178K
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
47+ 2.17% |
$6.68K - $8.35K
|
2.21K
$256K
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
46+ 2.22% |
$6.54K - $8.17K
|
2.12K
$245K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
46+ 0.21% |
$6.54K - $8.17K
|
22.1K
$2.56M
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
45+ 22.61% |
$6.4K - $8K
|
244
$28.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
45+ 0.81% |
$6.4K - $8K
|
5.62K
$650K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
45+ 0.43% |
$6.4K - $8K
|
10.4K
$1.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
44+ 1.11% |
$6.25K - $7.82K
|
4.02K
$465K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
43+ 0.91% |
$6.11K - $7.64K
|
4.77K
$551K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
43+ 1.99% |
$6.11K - $7.64K
|
2.2K
$255K
|
|
|
Feb 03, 2022
Q4 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
41+ 0.8% |
$5.83K - $7.29K
|
5.14K
$594K
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
40+ 0.26% |
$5.69K - $7.11K
|
15.6K
$1.8M
|