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 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.53KClosed |
$217K - $271K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.55KClosed |
$220K - $276K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.55K- 14.91% |
$221K - $276K
|
8.86K
$1.02M
|
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.57KClosed |
$223K - $279K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1.57KClosed |
$223K - $279K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
SELL
|
- |
-1.59KClosed |
$226K - $283K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.61KClosed |
$228K - $285K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-1.61K- 15.27% |
$229K - $287K
|
8.95K
$1.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.62K- 52.84% |
$230K - $288K
|
1.45K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-1.63KClosed |
$231K - $289K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.63KClosed |
$232K - $289K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.63K- 4.94% |
$232K - $290K
|
31.3K
$3.62M
|
|
|
Feb 01, 2022
Q4 2021
|
James Hambro & Partners
|
SELL
|
- |
-1.64K- 25.62% |
$233K - $291K
|
4.76K
$549K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.64K- 11.39% |
$233K - $292K
|
12.8K
$1.47M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.65K- 0.7% |
$235K - $294K
|
235K
$27.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.65K- 11.68% |
$235K - $294K
|
12.5K
$1.44M
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.66K- 7.66% |
$236K - $294K
|
20K
$2.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.67K- 1.05% |
$238K - $297K
|
158K
$18.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
SELL
|
- |
-1.67KClosed |
$238K - $297K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
SELL
|
- |
-1.68K- 10.81% |
$239K - $299K
|
13.9K
$1.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.69K- 26.78% |
$240K - $300K
|
4.61K
$532K
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.69K- 3.87% |
$241K - $301K
|
42.1K
$4.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.7K- 5.03% |
$241K - $301K
|
32K
$3.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-1.7K- 15.43% |
$242K - $302K
|
9.32K
$1.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.71KClosed |
$243K - $304K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.73KClosed |
$245K - $307K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
SELL
|
- |
-1.76KClosed |
$249K - $312K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.76K- 2.91% |
$249K - $312K
|
58.6K
$6.77M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.77K- 23.08% |
$252K - $315K
|
5.91K
$682K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.78K- 4.78% |
$253K - $316K
|
35.5K
$4.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-1.82K- 4.01% |
$259K - $324K
|
43.6K
$5.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-1.83K- 8.85% |
$260K - $325K
|
18.8K
$2.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
SELL
|
- |
-1.83KClosed |
$260K - $325K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.84K- 1.81% |
$261K - $326K
|
99.5K
$11.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.84K- 18.46% |
$261K - $326K
|
8.11K
$937K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.84KClosed |
$261K - $327K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-1.85K- 3.04% |
$263K - $329K
|
59K
$6.81M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.85K- 6.76% |
$263K - $329K
|
25.5K
$2.95M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.86K- 79.56% |
$265K - $331K
|
478
$55.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.88K- 29.11% |
$267K - $334K
|
4.57K
$528K
|
|
|
Jan 27, 2022
Q4 2021
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.89K- 2.04% |
$269K - $336K
|
90.6K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.9K- 30.7% |
$269K - $337K
|
4.28K
$494K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.92K- 13.99% |
$273K - $341K
|
11.8K
$1.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.94K- 34.78% |
$276K - $345K
|
3.64K
$421K
|
|
|
Feb 09, 2022
Q4 2021
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-1.97K- 9.41% |
$280K - $350K
|
18.9K
$2.19M
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.98K- 52.19% |
$282K - $352K
|
1.82K
$210K
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-1.98KClosed |
$282K - $352K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.98K- 19.43% |
$282K - $352K
|
8.22K
$949K
|
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-2KClosed |
$284K - $355K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-2.02K- 0.53% |
$286K - $358K
|
381K
$44M
|