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 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.71K+ 1.03% |
$954K - $1.19M
|
658K
$72.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
6.71K+ 5.45% |
$954K - $1.19M
|
130K
$14.4M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
6.62KNew |
$940K - $1.18M
|
6.62K
$733K
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
BUY
|
- |
6.6K+ 23.17% |
$938K - $1.17M
|
35.1K
$3.89M
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
6.59K+ 11.75% |
$937K - $1.17M
|
62.7K
$6.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
6.59KNew |
$937K - $1.17M
|
6.59K
$730K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
6.54K+ 9.92% |
$929K - $1.16M
|
72.4K
$8.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
6.53K+ 21.05% |
$929K - $1.16M
|
37.6K
$4.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
6.5K+ 2.09% |
$924K - $1.16M
|
317K
$35.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
6.47K+ 7.85% |
$920K - $1.15M
|
88.9K
$9.86M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.35KNew |
$903K - $1.13M
|
6.35K
$704K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.33K+ 285.82% |
$900K - $1.13M
|
8.55K
$947K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.33K+ 17.48% |
$899K - $1.12M
|
42.5K
$4.71M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
6.32K+ 6.73% |
$898K - $1.12M
|
100K
$11.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
6.31KNew |
$897K - $1.12M
|
6.31K
$700K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6.3KNew |
$896K - $1.12M
|
6.3K
$698K
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6.26KNew |
$890K - $1.11M
|
6.26K
$694K
|
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
6.23K+ 26.34% |
$885K - $1.11M
|
29.9K
$3.31M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.23K+ 12.71% |
$885K - $1.11M
|
55.2K
$6.12M
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
6.19K+ 33.54% |
$879K - $1.1M
|
24.6K
$2.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.17K+ 35.12% |
$877K - $1.1M
|
23.8K
$2.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.14KNew |
$873K - $1.09M
|
6.14K
$681K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
6.13KNew |
$872K - $1.09M
|
6.13K
$680K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
6.07K+ 13.35% |
$863K - $1.08M
|
51.6K
$5.72M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
6.06KNew |
$861K - $1.08M
|
6.06K
$671K
|
|
|
Jan 31, 2022
Q4 2021
|
Account Management LLC
|
BUY
|
- |
6.05K+ 18.99% |
$860K - $1.08M
|
37.9K
$4.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
6.03K+ 4.78% |
$857K - $1.07M
|
132K
$14.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.01K+ 18.65% |
$854K - $1.07M
|
38.2K
$4.24M
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
6K+ 281.56% |
$853K - $1.07M
|
8.13K
$901K
|
|
|
Feb 14, 2022
Q4 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.98K+ 397.34% |
$851K - $1.06M
|
7.49K
$830K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.95K+ 1.28% |
$845K - $1.06M
|
469K
$52M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.93K+ 5.35% |
$843K - $1.05M
|
117K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5.93KNew |
$843K - $1.05M
|
5.93K
$657K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5.92K+ 4.98% |
$842K - $1.05M
|
125K
$13.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5.91KNew |
$840K - $1.05M
|
5.91K
$655K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.88K+ 43.07% |
$836K - $1.04M
|
19.5K
$2.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.8KNew |
$825K - $1.03M
|
5.8K
$643K
|
|
|
Feb 14, 2022
Q4 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
5.8K+ 9.68% |
$824K - $1.03M
|
65.7K
$7.29M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.79K+ 19.35% |
$823K - $1.03M
|
35.7K
$3.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
5.79KNew |
$823K - $1.03M
|
5.79K
$642K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.78KNew |
$821K - $1.03M
|
5.78K
$641K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
5.74K+ 78.76% |
$815K - $1.02M
|
13K
$1.44M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.73K+ 13.24% |
$815K - $1.02M
|
49K
$5.43M
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.73K+ 20.67% |
$814K - $1.02M
|
33.4K
$3.71M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5.7KNew |
$810K - $1.01M
|
5.7K
$632K
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.7KNew |
$810K - $1.01M
|
5.7K
$632K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
5.69K+ 12.97% |
$809K - $1.01M
|
49.5K
$5.49M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
5.63KNew |
$800K - $1M
|
5.63K
$624K
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
5.61KNew |
$797K - $996K
|
5.61K
$621K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
5.61K+ 5.23% |
$797K - $996K
|
113K
$12.5M
|