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
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.85K+ 5.01% |
$262K - $328K
|
38.7K
$4.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
1.84KNew |
$261K - $327K
|
1.84K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.83K+ 155.16% |
$261K - $326K
|
3.02K
$331K
|
|
|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.83K+ 2.98% |
$260K - $325K
|
63.2K
$6.93M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.83K+ 1.54% |
$260K - $325K
|
120K
$13.2M
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.83KNew |
$260K - $325K
|
1.83K
$200K
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
1.83K+ 3.41% |
$260K - $325K
|
55.4K
$6.07M
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
1.82K+ 2.08% |
$259K - $323K
|
89.3K
$9.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.82KNew |
$259K - $323K
|
1.82K
$199K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.81KNew |
$257K - $321K
|
1.81K
$198K
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.8KNew |
$256K - $320K
|
1.8K
$197K
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
BUY
|
- |
1.77K+ 5.38% |
$252K - $315K
|
34.7K
$3.8M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
1.77KNew |
$251K - $314K
|
1.77K
$194K
|
|
|
Jan 19, 2022
Q4 2021
|
Profit Investment Management, LLC
|
BUY
|
- |
1.76K+ 46.28% |
$250K - $313K
|
5.56K
$610K
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$250K - $313K
|
1.76K
$193K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.76K+ 44.4% |
$250K - $313K
|
5.72K
$627K
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.75KNew |
$249K - $311K
|
1.75K
$192K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
1.75K+ 2011.49% |
$249K - $311K
|
1.84K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.75K+ 7.93% |
$248K - $310K
|
23.8K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
1.74KNew |
$247K - $309K
|
1.74K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.72K+ 2.2% |
$245K - $306K
|
79.9K
$8.76M
|
|
|
Jan 03, 2022
Q4 2021
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
1.72K+ 1.62% |
$245K - $306K
|
108K
$11.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.72K+ 6.92% |
$245K - $306K
|
26.6K
$2.92M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$244K - $305K
|
1.72K
$188K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.71K+ 5.61% |
$244K - $304K
|
32.2K
$3.53M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.71KNew |
$243K - $304K
|
1.71K
$188K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.7KNew |
$242K - $302K
|
1.7K
$187K
|
|
|
Feb 10, 2022
Q4 2021
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.7K+ 64.66% |
$242K - $302K
|
4.33K
$474K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.7KNew |
$241K - $301K
|
1.7K
$186K
|
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.7K+ 13.32% |
$241K - $301K
|
14.4K
$1.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
1.68K+ 3.69% |
$239K - $299K
|
47.2K
$5.17M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.68K+ 8.11% |
$239K - $298K
|
22.4K
$2.45M
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
1.68K+ 1.62% |
$238K - $298K
|
105K
$11.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.67KNew |
$237K - $297K
|
1.67K
$183K
|
|
|
Feb 03, 2022
Q4 2021
|
Stack Financial Management, Inc
|
BUY
|
- |
1.67K+ 1.01% |
$237K - $296K
|
167K
$18.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.66K+ 2.69% |
$237K - $296K
|
63.6K
$6.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
1.66K+ 7.92% |
$235K - $294K
|
22.5K
$2.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.65KNew |
$235K - $294K
|
1.65K
$181K
|
|
|
Feb 10, 2022
Q4 2021
|
Swm Advisors
|
BUY
|
- |
1.65KNew |
$234K - $293K
|
1.65K
$180K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.64K+ 258.99% |
$233K - $292K
|
2.28K
$249K
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.64KNew |
$233K - $292K
|
1.64K
$180K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.64K+ 25.9% |
$233K - $291K
|
7.97K
$874K
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
BUY
|
- |
1.64K+ 62.19% |
$232K - $291K
|
4.26K
$467K
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.63KNew |
$232K - $290K
|
1.63K
$179K
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
1.63KNew |
$232K - $290K
|
1.63K
$179K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.63KNew |
$232K - $289K
|
1.63K
$179K
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.63KNew |
$231K - $289K
|
1.63K
$178K
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 6.36% |
$231K - $288K
|
27.1K
$2.97M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.61K+ 20.44% |
$229K - $286K
|
9.5K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
1.6K+ 15.02% |
$228K - $285K
|
12.3K
$1.34M
|