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 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-455- 5.76% |
$64.7K - $80.9K
|
7.44K
$860K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
SELL
|
- |
-457- 18.17% |
$65K - $81.2K
|
2.06K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-457- 0.29% |
$65K - $81.2K
|
155K
$17.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-462- 1.08% |
$65.7K - $82.1K
|
42.4K
$4.91M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-462- 18.48% |
$65.7K - $82.1K
|
2.04K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-464- 7.83% |
$66K - $82.5K
|
5.46K
$632K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-465- 17.2% |
$66.1K - $82.6K
|
2.24K
$259K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-470- 6.98% |
$66.8K - $83.5K
|
6.26K
$724K
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-473Closed |
$67.2K - $84.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-477- 1.18% |
$67.8K - $84.8K
|
39.8K
$4.61M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-479- 4.65% |
$68.1K - $85.1K
|
9.82K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-480- 4.01% |
$68.2K - $85.3K
|
11.5K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-480- 2.2% |
$68.2K - $85.3K
|
21.4K
$2.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-481- 3.54% |
$68.4K - $85.5K
|
13.1K
$1.52M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-484- 1.48% |
$68.8K - $86K
|
32.2K
$3.72M
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-485- 24.25% |
$68.9K - $86.2K
|
1.52K
$175K
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
SELL
|
- |
-488- 11.33% |
$69.4K - $86.7K
|
3.82K
$442K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-488- 1.21% |
$69.4K - $86.7K
|
39.8K
$4.6M
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-496- 33.86% |
$70.5K - $88.1K
|
969
$112K
|
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-496- 22.19% |
$70.5K - $88.1K
|
1.74K
$201K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-498- 5.5% |
$70.8K - $88.5K
|
8.56K
$990K
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-500- 56.24% |
$71.1K - $88.9K
|
389
$45K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-500- 4.09% |
$71.1K - $88.9K
|
11.7K
$1.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-500- 15.73% |
$71.1K - $88.9K
|
2.68K
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-502- 0.68% |
$71.4K - $89.2K
|
73.6K
$8.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-504- 1.39% |
$71.6K - $89.6K
|
35.7K
$4.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-506- 19.95% |
$71.9K - $89.9K
|
2.03K
$235K
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-507- 0.59% |
$72.1K - $90.1K
|
85K
$9.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-511- 0.35% |
$72.6K - $90.8K
|
146K
$16.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-515- 2.04% |
$73.2K - $91.5K
|
24.8K
$2.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-516- 0.62% |
$73.3K - $91.7K
|
82.1K
$9.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
SELL
|
- |
-521- 28.45% |
$74.1K - $92.6K
|
1.31K
$152K
|
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-521- 12.31% |
$74.1K - $92.6K
|
3.71K
$429K
|
|
|
Feb 14, 2022
Q4 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-525- 3.88% |
$74.6K - $93.3K
|
13K
$1.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-529- 0.31% |
$75.2K - $94K
|
170K
$19.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-530- 6.74% |
$75.3K - $94.2K
|
7.33K
$847K
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-530- 1.62% |
$75.3K - $94.2K
|
32.2K
$3.73M
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-531- 4.68% |
$75.5K - $94.4K
|
10.8K
$1.25M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-547- 4.97% |
$77.8K - $97.2K
|
10.5K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-550- 3.34% |
$78.2K - $97.7K
|
15.9K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
SELL
|
- |
-551- 8.97% |
$78.3K - $97.9K
|
5.59K
$646K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-553- 11.25% |
$78.6K - $98.3K
|
4.36K
$505K
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-555- 1.91% |
$78.9K - $98.6K
|
28.5K
$3.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-557- 4.18% |
$79.2K - $99K
|
12.8K
$1.48M
|
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-560- 0.47% |
$79.6K - $99.5K
|
118K
$13.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-560- 25.1% |
$79.6K - $99.5K
|
1.67K
$193K
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-560- 2.89% |
$79.6K - $99.5K
|
18.8K
$2.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-563- 2.19% |
$80K - $100K
|
25.1K
$2.91M
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-566- 14.42% |
$80.5K - $101K
|
3.36K
$388K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-570- 13.5% |
$81K - $101K
|
3.65K
$422K
|