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 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
16.1K+ 3.33% |
$2.29M - $2.86M
|
499K
$57.6M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
16KNew |
$2.27M - $2.84M
|
16K
$1.85M
|
|
|
Feb 04, 2022
Q4 2021
|
Tom Gayner
Markel Corp
|
BUY
|
- |
16K+ 0.86% |
$2.27M - $2.84M
|
1.88M
$217M
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
16KNew |
$2.27M - $2.84M
|
16K
$1.84M
|
|
|
Jan 31, 2022
Q4 2021
|
Keene & Associates, Inc.
|
BUY
|
- |
15.9KNew |
$2.26M - $2.83M
|
15.9K
$1.84M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.8K+ 15.53% |
$2.25M - $2.81M
|
118K
$13.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
15.8K+ 31.53% |
$2.24M - $2.8M
|
65.8K
$7.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
15.7KNew |
$2.24M - $2.79M
|
15.7K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.6K+ 46.26% |
$2.22M - $2.78M
|
49.4K
$5.7M
|
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
15.6K+ 4.69% |
$2.22M - $2.77M
|
348K
$40.2M
|
|
|
Feb 18, 2022
Q4 2021
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
15.3KNew |
$2.17M - $2.72M
|
15.3K
$1.77M
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
15.1K+ 100.75% |
$2.15M - $2.68M
|
30.1K
$3.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
15.1KNew |
$2.14M - $2.68M
|
15.1K
$1.74M
|
|
|
Feb 01, 2022
Q4 2021
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
15K+ 12.72% |
$2.13M - $2.67M
|
133K
$15.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
14.7K+ 8.3% |
$2.09M - $2.61M
|
192K
$22.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
14.7K+ 53.96% |
$2.08M - $2.61M
|
41.8K
$4.83M
|
|
|
Jan 25, 2022
Q4 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
14.6K+ 2.99% |
$2.08M - $2.6M
|
504K
$58.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
14.3K+ 83.65% |
$2.04M - $2.55M
|
31.5K
$3.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
14.3K+ 403.86% |
$2.04M - $2.55M
|
17.9K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.2KNew |
$2.02M - $2.53M
|
14.2K
$1.64M
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
14.2K+ 41.37% |
$2.02M - $2.53M
|
48.6K
$5.61M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.2K+ 2.15% |
$2.02M - $2.52M
|
674K
$77.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$2.01M - $2.52M
|
14.2K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.1K+ 7.97% |
$2M - $2.5M
|
191K
$22M
|
|
|
Feb 14, 2022
Q4 2021
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
14KNew |
$1.99M - $2.49M
|
14K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
13.9KNew |
$1.98M - $2.48M
|
13.9K
$1.61M
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13.9K+ 116.79% |
$1.97M - $2.46M
|
25.7K
$2.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
13.8K+ 22.25% |
$1.96M - $2.45M
|
75.8K
$8.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
13.8KNew |
$1.96M - $2.45M
|
13.8K
$1.59M
|
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
13.7K+ 76.15% |
$1.95M - $2.44M
|
31.7K
$3.66M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
13.4KNew |
$1.91M - $2.38M
|
13.4K
$1.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
13.4KNew |
$1.9M - $2.37M
|
13.4K
$1.54M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
13KNew |
$1.85M - $2.32M
|
13K
$1.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13K+ 4.77% |
$1.85M - $2.31M
|
286K
$33M
|
|
|
Jan 27, 2022
Q4 2021
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
13K+ 23.64% |
$1.85M - $2.31M
|
68K
$7.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
13K+ 8.46% |
$1.84M - $2.3M
|
166K
$19.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
13K+ 1.15% |
$1.84M - $2.3M
|
1.14M
$131M
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
12.9KNew |
$1.84M - $2.3M
|
12.9K
$1.49M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
12.9K+ 45.48% |
$1.83M - $2.29M
|
41.3K
$4.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9K+ 7.95% |
$1.83M - $2.29M
|
175K
$20.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12.9K+ 20.42% |
$1.83M - $2.29M
|
75.9K
$8.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
12.6K+ 17.46% |
$1.79M - $2.24M
|
84.8K
$9.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12.6K+ 1065.51% |
$1.79M - $2.23M
|
13.8K
$1.59M
|
|
|
Nov 14, 2023
Q4 2021
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
12.6KNew |
$1.79M - $2.23M
|
12.6K
$1.45M
|
|
|
Jan 25, 2022
Q4 2021
|
Tran Capital Management, L.P.
|
BUY
|
- |
12.5K+ 6.26% |
$1.77M - $2.21M
|
211K
$24.4M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.5KNew |
$1.77M - $2.21M
|
12.5K
$1.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
12.3K+ 98.06% |
$1.75M - $2.19M
|
24.9K
$2.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
12.1K+ 110.16% |
$1.73M - $2.16M
|
23.2K
$2.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 426.25% |
$1.72M - $2.14M
|
14.9K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12K+ 33.34% |
$1.71M - $2.14M
|
48.1K
$5.55M
|