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 19, 2022
Q4 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
2.1K+ 15.24% |
$298K - $372K
|
15.8K
$1.73M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
2.09KNew |
$297K - $372K
|
2.09K
$229K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.09KNew |
$297K - $371K
|
2.09K
$228K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.08KNew |
$296K - $370K
|
2.08K
$228K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
2.08K+ 424.08% |
$295K - $369K
|
2.57K
$281K
|
|
|
May 20, 2024
Q4 2021
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
2.08KNew |
$295K - $369K
|
2.08K
$227K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
2.07K+ 5.43% |
$294K - $367K
|
40.1K
$4.38M
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.07K+ 2.74% |
$294K - $367K
|
77.3K
$8.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
2.06KNew |
$293K - $366K
|
2.06K
$225K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.05K+ 20.07% |
$291K - $364K
|
12.3K
$1.34M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.05KNew |
$291K - $364K
|
2.05K
$224K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.05K+ 1.15% |
$291K - $364K
|
181K
$19.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Del Sette Capital Management, LLC
|
BUY
|
- |
2.04KNew |
$290K - $363K
|
2.04K
$223K
|
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.03K+ 2.1% |
$289K - $361K
|
98.7K
$10.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.03KNew |
$289K - $361K
|
2.03K
$222K
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.03K+ 31.71% |
$288K - $361K
|
8.43K
$921K
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.03K+ 8.53% |
$288K - $360K
|
25.8K
$2.82M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.03KNew |
$288K - $360K
|
2.03K
$221K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.02KNew |
$288K - $360K
|
2.02K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.02K+ 34.32% |
$288K - $360K
|
7.92K
$865K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.01K+ 13.27% |
$286K - $357K
|
17.2K
$1.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
BUY
|
- |
2.01K+ 2.13% |
$285K - $356K
|
96.2K
$10.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Hoya Capital Real Estate, LLC
|
BUY
|
- |
2KNew |
$285K - $356K
|
2K
$219K
|
|
|
Feb 08, 2022
Q4 2021
|
S&Co Inc
Boston, MA |
BUY
|
- |
2K+ 7.12% |
$284K - $355K
|
30.1K
$3.29M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.99KNew |
$283K - $353K
|
1.99K
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1.98K+ 27.73% |
$281K - $352K
|
9.12K
$996K
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.98KNew |
$281K - $351K
|
1.98K
$216K
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.97KNew |
$280K - $350K
|
1.97K
$216K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.95K+ 40.43% |
$277K - $347K
|
6.77K
$740K
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.95KNew |
$277K - $346K
|
1.95K
$213K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.94K+ 8.91% |
$276K - $345K
|
23.8K
$2.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
1.94KNew |
$275K - $344K
|
1.94K
$212K
|
|
|
Feb 10, 2022
Q4 2021
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.93K+ 10.13% |
$274K - $343K
|
21K
$2.29M
|
|
|
Feb 03, 2022
Q4 2021
|
Redwood Investments, LLC
|
BUY
|
- |
1.93K+ 6.45% |
$274K - $342K
|
31.8K
$3.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.92K+ 13.09% |
$273K - $342K
|
16.6K
$1.81M
|
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
1.92KNew |
$273K - $341K
|
1.92K
$210K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
1.91K+ 10.09% |
$272K - $340K
|
20.9K
$2.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
1.91K+ 4.73% |
$272K - $340K
|
42.4K
$4.63M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.91KNew |
$272K - $340K
|
1.91K
$209K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.91K+ 0.91% |
$271K - $339K
|
212K
$23.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.88K+ 16.55% |
$267K - $334K
|
13.2K
$1.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
1.87KNew |
$266K - $333K
|
1.87K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.87KNew |
$265K - $331K
|
1.87K
$204K
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
1.86KNew |
$264K - $331K
|
1.86K
$203K
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.86KNew |
$264K - $330K
|
1.86K
$203K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
1.86K+ 350.38% |
$264K - $330K
|
2.39K
$261K
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.86KNew |
$264K - $330K
|
1.86K
$203K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.85K+ 6.76% |
$263K - $329K
|
29.2K
$3.19M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.85KNew |
$263K - $328K
|
1.85K
$202K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.85K+ 5.01% |
$262K - $328K
|
38.7K
$4.23M
|