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 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
2+ 12.5% |
$284 - $355
|
18
$2.08K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.24% |
$284 - $355
|
843
$97.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
2+ 0.14% |
$284 - $355
|
1.46K
$169K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2New |
$284 - $355
|
2
$231
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
1+ 0.04% |
$142 - $178
|
2.43K
$281K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$142 - $178
|
1.83K
$212K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 2.0% |
$142 - $178
|
51
$5.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$142 - $178
|
3.09K
$357K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.11% |
$142 - $178
|
950
$110K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1- 0.03% |
$142 - $178
|
3.74K
$432K
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-1- 0.01% |
$142 - $178
|
9.88K
$1.14M
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-2- 1.2% |
$284 - $355
|
165
$19.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-2- 0.01% |
$284 - $355
|
13.9K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-2- -0.0% |
$284 - $355
|
3.51M
$406M
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
SELL
|
- |
-3- 0.14% |
$426 - $533
|
2.16K
$250K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3Closed |
$426 - $533
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-3- 0.08% |
$426 - $533
|
3.6K
$416K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3- 0.03% |
$426 - $533
|
9.33K
$1.08M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3- 0.67% |
$426 - $533
|
442
$51.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4- 0.29% |
$569 - $711
|
1.39K
$161K
|
|
|
Jan 19, 2022
Q4 2021
|
Sippican Capital Advisors
|
SELL
|
- |
-4- 0.04% |
$569 - $711
|
10.5K
$1.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4- 0.06% |
$569 - $711
|
7.14K
$826K
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4- 0.06% |
$569 - $711
|
6.42K
$742K
|
|
|
Jan 31, 2022
Q4 2021
|
Sicart Associates LLC
|
SELL
|
- |
-5- 0.02% |
$711 - $889
|
28.7K
$3.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
SELL
|
- |
-6- 0.18% |
$853 - $1.07K
|
3.42K
$396K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6Closed |
$853 - $1.07K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-7- 0.26% |
$995 - $1.24K
|
2.64K
$305K
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7- 0.07% |
$995 - $1.24K
|
10.1K
$1.17M
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-8- 0.06% |
$1.14K - $1.42K
|
13K
$1.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-8- 0.19% |
$1.14K - $1.42K
|
4.27K
$494K
|
|
|
Mar 30, 2022
Q4 2021
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-9- 0.1% |
$1.28K - $1.6K
|
8.91K
$1.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-9- 0.42% |
$1.28K - $1.6K
|
2.14K
$247K
|
|
|
Feb 09, 2022
Q4 2021
|
Red Cedar Capital, LLC
|
SELL
|
- |
-10- 9.71% |
$1.42K - $1.78K
|
93
$10.8K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-10- 0.64% |
$1.42K - $1.78K
|
1.55K
$179K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-10- 0.4% |
$1.42K - $1.78K
|
2.48K
$287K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.24% |
$1.42K - $1.78K
|
4.16K
$481K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-11- 0.23% |
$1.56K - $1.95K
|
4.77K
$551K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-12- 0.14% |
$1.71K - $2.13K
|
8.81K
$1.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-12- 0.5% |
$1.71K - $2.13K
|
2.41K
$279K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-13- 0.26% |
$1.85K - $2.31K
|
4.95K
$572K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-14- 0.1% |
$1.99K - $2.49K
|
13.7K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-14- 0.12% |
$1.99K - $2.49K
|
11.6K
$1.35M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-14- 5.79% |
$1.99K - $2.49K
|
228
$26.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-15- 0.58% |
$2.13K - $2.67K
|
2.56K
$296K
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
SELL
|
- |
-15- 0.99% |
$2.13K - $2.67K
|
1.5K
$174K
|
|
|
Feb 09, 2022
Q4 2021
|
Biechele Royce Advisors
|
SELL
|
- |
-15- 0.76% |
$2.13K - $2.67K
|
1.97K
$228K
|
|
|
Feb 15, 2022
Q4 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-15- 0.41% |
$2.13K - $2.67K
|
3.66K
$423K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-15- 1.48% |
$2.13K - $2.67K
|
997
$115K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-16- 1.31% |
$2.27K - $2.84K
|
1.21K
$140K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-17- 9.77% |
$2.42K - $3.02K
|
157
$18.2K
|