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 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
19+ 1.03% |
$2.7K - $3.38K
|
1.87K
$216K
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
19+ 0.14% |
$2.7K - $3.38K
|
14.1K
$1.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
18+ 0.52% |
$2.56K - $3.2K
|
3.48K
$402K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
18+ 0.51% |
$2.56K - $3.2K
|
3.52K
$406K
|
|
|
Feb 01, 2022
Q4 2021
|
Hgk Asset Management Inc
|
BUY
|
- |
18+ 0.26% |
$2.56K - $3.2K
|
6.99K
$807K
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.27% |
$2.42K - $3.02K
|
6.24K
$721K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
17+ 0.99% |
$2.42K - $3.02K
|
1.74K
$201K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
16+ 0.68% |
$2.27K - $2.84K
|
2.37K
$274K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
16+ 0.28% |
$2.27K - $2.84K
|
5.71K
$660K
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
16+ 0.4% |
$2.27K - $2.84K
|
4.01K
$463K
|
|
|
Jan 31, 2022
Q4 2021
|
Delta Capital Management LLC
|
BUY
|
- |
15+ 0.13% |
$2.13K - $2.67K
|
11.6K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
15+ 60.0% |
$2.13K - $2.67K
|
40
$4.62K
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
14+ 0.65% |
$1.99K - $2.49K
|
2.16K
$250K
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
14New |
$1.99K - $2.49K
|
14
$1.62K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14+ 0.57% |
$1.99K - $2.49K
|
2.46K
$284K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
13+ 1.53% |
$1.85K - $2.31K
|
865
$99.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13+ 0.45% |
$1.85K - $2.31K
|
2.88K
$333K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.25% |
$1.85K - $2.31K
|
5.29K
$611K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
13+ 0.58% |
$1.85K - $2.31K
|
2.26K
$261K
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
12+ 0.32% |
$1.71K - $2.13K
|
3.72K
$430K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
12+ 0.08% |
$1.71K - $2.13K
|
15.3K
$1.77M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11+ 0.31% |
$1.56K - $1.95K
|
3.53K
$408K
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
11+ 0.03% |
$1.56K - $1.95K
|
34.2K
$3.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
11+ 0.38% |
$1.56K - $1.95K
|
2.91K
$336K
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
BUY
|
- |
10+ 0.7% |
$1.42K - $1.78K
|
1.45K
$167K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
10+ 1.19% |
$1.42K - $1.78K
|
851
$98.2K
|
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
10+ 0.08% |
$1.42K - $1.78K
|
12.4K
$1.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
10+ 0.76% |
$1.42K - $1.78K
|
1.33K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.09% |
$1.42K - $1.78K
|
10.5K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
10+ 0.22% |
$1.42K - $1.78K
|
4.64K
$536K
|
|
|
Feb 14, 2022
Q4 2021
|
Drh Investments, Inc.
Los Angeles, CA |
BUY
|
- |
10New |
$1.42K - $1.78K
|
10
$1.15K
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
8+ 0.13% |
$1.14K - $1.42K
|
5.98K
$691K
|
|
|
Feb 15, 2022
Q4 2021
|
Covenant Partners, LLC
|
BUY
|
- |
8+ 0.24% |
$1.14K - $1.42K
|
3.29K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$995 - $1.24K
|
4.25K
$491K
|
|
|
Feb 10, 2022
Q4 2021
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
7+ 0.28% |
$995 - $1.24K
|
2.55K
$294K
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7+ 0.2% |
$995 - $1.24K
|
3.59K
$415K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
6+ 0.16% |
$853 - $1.07K
|
3.74K
$431K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.28% |
$853 - $1.07K
|
2.17K
$251K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.02% |
$711 - $889
|
24.1K
$2.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
5New |
$711 - $889
|
5
$577
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
5+ 0.04% |
$711 - $889
|
11.4K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 0.1% |
$711 - $889
|
4.89K
$564K
|
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5+ 0.03% |
$711 - $889
|
18.3K
$2.11M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5New |
$711 - $889
|
5
$577
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.27% |
$711 - $889
|
1.86K
$215K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 0.34% |
$569 - $711
|
1.18K
$136K
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$569 - $711
|
3.75K
$433K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 1.9% |
$569 - $711
|
215
$24.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
4+ 5.26% |
$569 - $711
|
80
$9.24K
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2+ 0.1% |
$284 - $355
|
1.95K
$225K
|