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 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
45+ 0.43% |
$6.4K - $8K
|
10.4K
$1.15M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
44+ 1.11% |
$6.25K - $7.82K
|
4.02K
$444K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
43+ 0.91% |
$6.11K - $7.64K
|
4.77K
$526K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
43+ 1.99% |
$6.11K - $7.64K
|
2.2K
$243K
|
|
|
Feb 03, 2022
Q4 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
41+ 0.8% |
$5.83K - $7.29K
|
5.14K
$567K
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
40+ 0.26% |
$5.69K - $7.11K
|
15.6K
$1.72M
|
|
|
Jan 10, 2022
Q4 2021
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
39+ 0.05% |
$5.54K - $6.93K
|
82.7K
$9.13M
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
39+ 2.17% |
$5.54K - $6.93K
|
1.84K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
39New |
$5.54K - $6.93K
|
39
$4.3K
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
37+ 1.74% |
$5.26K - $6.58K
|
2.16K
$238K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.81% |
$5.26K - $6.58K
|
4.58K
$505K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
36+ 0.37% |
$5.12K - $6.4K
|
9.68K
$1.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
36+ 1.68% |
$5.12K - $6.4K
|
2.18K
$240K
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
35+ 0.51% |
$4.98K - $6.22K
|
6.88K
$759K
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
35+ 0.98% |
$4.98K - $6.22K
|
3.62K
$400K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
35+ 1.88% |
$4.98K - $6.22K
|
1.89K
$209K
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
35+ 0.38% |
$4.98K - $6.22K
|
9.23K
$1.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
34+ 2.11% |
$4.83K - $6.04K
|
1.65K
$182K
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
33+ 0.64% |
$4.69K - $5.86K
|
5.18K
$571K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
33+ 1.26% |
$4.69K - $5.86K
|
2.65K
$292K
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
33+ 1.88% |
$4.69K - $5.86K
|
1.79K
$197K
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
33+ 1.62% |
$4.69K - $5.86K
|
2.07K
$228K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
33+ 0.86% |
$4.69K - $5.86K
|
3.87K
$427K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
33+ 0.34% |
$4.69K - $5.86K
|
9.69K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
32+ 2.15% |
$4.55K - $5.69K
|
1.52K
$168K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
32+ 1.19% |
$4.55K - $5.69K
|
2.72K
$300K
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
31+ 1.6% |
$4.41K - $5.51K
|
1.97K
$218K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
31+ 0.48% |
$4.41K - $5.51K
|
6.51K
$718K
|
|
|
Feb 10, 2022
Q4 2021
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
30+ 0.57% |
$4.26K - $5.33K
|
5.25K
$580K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
30+ 4.96% |
$4.26K - $5.33K
|
635
$70.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
30+ 2.3% |
$4.26K - $5.33K
|
1.33K
$147K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
30New |
$4.26K - $5.33K
|
30
$3.31K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
30+ 1.95% |
$4.26K - $5.33K
|
1.57K
$173K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
30+ 0.07% |
$4.26K - $5.33K
|
41.9K
$4.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
30+ 11.15% |
$4.26K - $5.33K
|
299
$33K
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.0% |
$4.12K - $5.15K
|
2.92K
$323K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
29New |
$4.12K - $5.15K
|
29
$3.2K
|
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
29+ 1.61% |
$4.12K - $5.15K
|
1.83K
$202K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
28+ 6.54% |
$3.98K - $4.98K
|
456
$50.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.23% |
$3.98K - $4.98K
|
12K
$1.33M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
26+ 1.56% |
$3.7K - $4.62K
|
1.7K
$187K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
26+ 1.34% |
$3.7K - $4.62K
|
1.96K
$217K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
25+ 1.66% |
$3.55K - $4.44K
|
1.53K
$169K
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
25+ 0.38% |
$3.55K - $4.44K
|
6.56K
$724K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
23+ 0.3% |
$3.27K - $4.09K
|
7.81K
$862K
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
23+ 1.1% |
$3.27K - $4.09K
|
2.11K
$233K
|
|
|
Jan 13, 2022
Q4 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
23+ 0.4% |
$3.27K - $4.09K
|
5.74K
$634K
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
22+ 1.69% |
$3.13K - $3.91K
|
1.33K
$146K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
21New |
$2.99K - $3.73K
|
21
$2.32K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
21+ 0.39% |
$2.99K - $3.73K
|
5.36K
$591K
|