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 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-126- 2.84% |
$17.9K - $22.4K
|
4.31K
$499K
|
|
|
Feb 07, 2022
Q4 2021
|
Bruni J V & CO
|
SELL
|
- |
-128- 3.01% |
$18.2K - $22.7K
|
4.13K
$477K
|
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-129- 2.8% |
$18.3K - $22.9K
|
4.48K
$518K
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-129- 4.38% |
$18.3K - $22.9K
|
2.82K
$326K
|
|
|
Jan 19, 2022
Q4 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-130- 0.48% |
$18.5K - $23.1K
|
26.9K
$3.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
SELL
|
- |
-131- 0.31% |
$18.6K - $23.3K
|
42.6K
$4.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Lathrop Investment Management Corp
|
SELL
|
- |
-133- 0.14% |
$18.9K - $23.6K
|
94.9K
$11M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-134- 1.0% |
$19K - $23.8K
|
13.3K
$1.53M
|
|
|
Jan 31, 2022
Q4 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-137- 2.76% |
$19.5K - $24.3K
|
4.82K
$558K
|
|
|
Jan 14, 2022
Q4 2021
|
Addenda Capital Inc.
|
SELL
|
- |
-139- 0.23% |
$19.8K - $24.7K
|
61.1K
$7.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-140- 0.31% |
$19.9K - $24.9K
|
45.2K
$5.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-140- 0.69% |
$19.9K - $24.9K
|
20.1K
$2.33M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-140- 1.18% |
$19.9K - $24.9K
|
11.7K
$1.35M
|
|
|
Feb 02, 2022
Q4 2021
|
Security Asset Management
|
SELL
|
- |
-143- 5.43% |
$20.3K - $25.4K
|
2.49K
$288K
|
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
SELL
|
- |
-145- 1.79% |
$20.6K - $25.8K
|
7.94K
$918K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-146- 0.21% |
$20.8K - $25.9K
|
69K
$7.97M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-148- 0.26% |
$21K - $26.3K
|
56.6K
$6.55M
|
|
|
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
SELL
|
- |
-150- 7.46% |
$21.3K - $26.7K
|
1.86K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-150- 9.36% |
$21.3K - $26.7K
|
1.45K
$168K
|
|
|
Feb 08, 2022
Q4 2021
|
Clarus Group, Inc.
|
SELL
|
- |
-152- 4.53% |
$21.6K - $27K
|
3.2K
$370K
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-152- 3.45% |
$21.6K - $27K
|
4.26K
$492K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-153- 2.88% |
$21.7K - $27.2K
|
5.17K
$598K
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-154- 3.63% |
$21.9K - $27.4K
|
4.09K
$473K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-155- 6.21% |
$22K - $27.5K
|
2.34K
$271K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-155- 5.16% |
$22K - $27.5K
|
2.85K
$329K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-155- 0.83% |
$22K - $27.5K
|
18.6K
$2.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-155- 1.47% |
$22K - $27.5K
|
10.4K
$1.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-159- 5.73% |
$22.6K - $28.3K
|
2.61K
$302K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-159- 2.92% |
$22.6K - $28.3K
|
5.28K
$611K
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-160- 0.37% |
$22.7K - $28.4K
|
43.1K
$4.98M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-160- 2.02% |
$22.7K - $28.4K
|
7.77K
$898K
|
|
|
Feb 09, 2022
Q4 2021
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-160- 1.03% |
$22.7K - $28.4K
|
15.4K
$1.78M
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-161- 0.17% |
$22.9K - $28.6K
|
91.9K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-164- 0.51% |
$23.3K - $29.1K
|
31.8K
$3.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-165- 2.8% |
$23.5K - $29.3K
|
5.74K
$663K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-167- 5.45% |
$23.7K - $29.7K
|
2.9K
$335K
|
|
|
Feb 09, 2022
Q4 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-168- 0.35% |
$23.9K - $29.9K
|
47.4K
$5.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-174- 0.54% |
$24.7K - $30.9K
|
32.2K
$3.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-175- 6.03% |
$24.9K - $31.1K
|
2.73K
$315K
|
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-177- 0.94% |
$25.2K - $31.5K
|
18.6K
$2.15M
|
|
|
Jan 13, 2022
Q4 2021
|
Fenimore Asset Management Inc
|
SELL
|
- |
-180- 11.9% |
$25.6K - $32K
|
1.33K
$154K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-181- 2.77% |
$25.7K - $32.2K
|
6.36K
$735K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-181- 2.56% |
$25.7K - $32.2K
|
6.9K
$798K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-182- 0.6% |
$25.9K - $32.3K
|
30.4K
$3.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-183- 7.63% |
$26K - $32.5K
|
2.22K
$256K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-185- 0.92% |
$26.3K - $32.9K
|
20K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-185- 1.63% |
$26.3K - $32.9K
|
11.2K
$1.29M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-187- 9.23% |
$26.6K - $33.2K
|
1.84K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-189- 3.12% |
$26.9K - $33.6K
|
5.88K
$679K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-193- 6.1% |
$27.4K - $34.3K
|
2.97K
$343K
|