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
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-263- 16.86% |
$37.4K - $46.7K
|
1.3K
$150K
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-264- 6.99% |
$37.5K - $46.9K
|
3.51K
$406K
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-267- 2.57% |
$38K - $47.4K
|
10.1K
$1.17M
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-268- 6.23% |
$38.1K - $47.6K
|
4.03K
$466K
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-268- 4.59% |
$38.1K - $47.6K
|
5.57K
$644K
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-268- 10.94% |
$38.1K - $47.6K
|
2.18K
$252K
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-269- 1.02% |
$38.2K - $47.8K
|
26K
$3.01M
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-280- 3.38% |
$39.8K - $49.8K
|
8.01K
$926K
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-281- 3.29% |
$39.9K - $49.9K
|
8.25K
$954K
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-283- 1.95% |
$40.2K - $50.3K
|
14.2K
$1.64M
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-285- 5.37% |
$40.5K - $50.6K
|
5.02K
$580K
|
|
Feb 14, 2022
Q4 2021
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-285Closed |
$40.5K - $50.6K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-289- 4.08% |
$41.1K - $51.4K
|
6.79K
$785K
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-290- 4.63% |
$41.2K - $51.5K
|
5.97K
$690K
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-293- 9.36% |
$41.6K - $52.1K
|
2.84K
$328K
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-294- 4.29% |
$41.8K - $52.2K
|
6.56K
$759K
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-294- 0.82% |
$41.8K - $52.2K
|
35.7K
$4.13M
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-295- 4.11% |
$41.9K - $52.4K
|
6.88K
$796K
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-296- 2.48% |
$42.1K - $52.6K
|
11.7K
$1.35M
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-297- 0.51% |
$42.2K - $52.8K
|
57.6K
$6.66M
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300- 12.31% |
$42.6K - $53.3K
|
2.14K
$247K
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-300- 15.06% |
$42.6K - $53.3K
|
1.69K
$196K
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
SELL
|
- |
-300- 3.17% |
$42.6K - $53.3K
|
9.16K
$1.06M
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-300- 5.62% |
$42.6K - $53.3K
|
5.04K
$582K
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-301- 0.55% |
$42.8K - $53.5K
|
54.5K
$6.3M
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-304- 2.65% |
$43.2K - $54K
|
11.2K
$1.29M
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-308- 1.1% |
$43.8K - $54.7K
|
27.7K
$3.21M
|
|
Feb 10, 2022
Q4 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-309- 0.69% |
$43.9K - $54.9K
|
44.7K
$5.17M
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-313- 7.15% |
$44.5K - $55.6K
|
4.07K
$470K
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-314- 0.4% |
$44.6K - $55.8K
|
78.9K
$9.13M
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-316- 3.28% |
$44.9K - $56.2K
|
9.31K
$1.08M
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-316- 0.67% |
$44.9K - $56.2K
|
47.2K
$5.45M
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-322- 11.4% |
$45.8K - $57.2K
|
2.5K
$289K
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-323- 0.93% |
$45.9K - $57.4K
|
34.3K
$3.96M
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-324- 6.44% |
$46.1K - $57.6K
|
4.71K
$545K
|
|
Feb 04, 2022
Q4 2021
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-325- 1.63% |
$46.2K - $57.8K
|
19.7K
$2.27M
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-326- 3.02% |
$46.3K - $57.9K
|
10.5K
$1.21M
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-326- 3.71% |
$46.3K - $57.9K
|
8.45K
$977K
|
|
Feb 14, 2022
Q4 2021
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-328- 15.05% |
$46.6K - $58.3K
|
1.85K
$214K
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-329- 7.93% |
$46.8K - $58.5K
|
3.82K
$442K
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-329- 14.58% |
$46.8K - $58.5K
|
1.93K
$223K
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-329- 50.54% |
$46.8K - $58.5K
|
322
$37.2K
|
|
Feb 10, 2022
Q4 2021
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-336- 11.61% |
$47.8K - $59.7K
|
2.56K
$296K
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-336- 16.94% |
$47.8K - $59.7K
|
1.65K
$190K
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-337- 1.74% |
$47.9K - $59.9K
|
19K
$2.2M
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-338- 2.0% |
$48K - $60.1K
|
16.5K
$1.91M
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-339- 4.24% |
$48.2K - $60.2K
|
7.66K
$886K
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-342- 4.54% |
$48.6K - $60.8K
|
7.19K
$832K
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-342- 0.32% |
$48.6K - $60.8K
|
106K
$12.2M
|
|
Feb 08, 2022
Q4 2021
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-350- 0.5% |
$49.8K - $62.2K
|
69.9K
$8.08M
|