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DISNEY WALT CO
DISNEY WALT CO. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 1,863 Institutional holders with a total value of $89,117,502,647.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Kovack Advisors, Inc. 1 0 0.00% Call
2 MACROVIEW INVESTMENT MANAGEMENT LLC 5 0 0.00%
3 Concert Wealth Management Inc. 100 0 0.00% Call
4 America First Investment Advisors, LLC 10 1,000 0.00%
5 WEALTHCARE CAPITAL MANAGEMENT LLC 19 2,000 0.00%
6 INR ADVISORY SERVICES LLC 27 3,000 0.00%
7 BUTENSKY & COHEN FINANCIAL SECURITY, INC 29 3,000 0.00%
8 Cowen Prime Services LLC 34 3,000 0.00%
9 PIERSHALE FINANCIAL GROUP, INC. 47 4,000 0.00%
10 Horrell Capital Management, Inc. 46 4,000 0.00%
11 Orion Porfolio Solutions, LLC 49 5,000 0.00%
12 Kessler Investment Group, LLC 58 5,000 0.00%
13 Psagot Value Holdings Ltd. 80 7,000 0.00%
14 Ironwood Financial, llc 70 7,000 0.00%
15 Crestline Management, LP 44,900 8,000 0.00% Call
16 Financial Management Professionals, Inc. 92 8,000 0.00%
17 Bluefin Trading, LLC 50,000 9,000 0.00% Put
18 JCIC Asset Management Inc. 100 9,000 0.00%
19 Winslow Capital Management, LLC 100 9,000 0.00%
20 JAMES INVESTMENT RESEARCH, INC. 100 9,000 0.00%
21 Mitsubishi UFJ Securities Holdings Co., Ltd. 100 9,000 0.00%
22 HOERTKORN RICHARD CHARLES 100 9,000 0.00%
23 Sensible Financial Planning & Management, LLC. 96 9,000 0.00%
24 GUIDANT WEALTH ADVISORS 101 9,000 0.00%
25 SRH ADVISORS, LLC 118 11,000 0.00%
26 Cypress Capital Management LLC (WY) 125 11,608 0.00%
27 HERNDON CAPITAL MANAGEMENT LLC 137 13,000 0.00%
28 HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. 140 13,000 0.00%
29 PENSERRA CAPITAL MANAGEMENT LLC 156 14,000 0.00%
30 Lenox Wealth Advisors, LLC 162 15,000 0.00%
31 Beacon Capital Management, Inc. 158 15,000 0.00%
32 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 200 19,000 0.00%
33 Lombard Odier & Cie (Canada), Limited Partnership 200 19,000 0.00%
34 DELPHI PRIVATE ADVISORS LLC 235 22,000 0.00%
35 ROBLE, BELKO & COMPANY, INC 236 22,000 0.00%
36 HORAN SECURITIES, INC. 260 24,000 0.00%
37 BANCO ITAU HOLDING FINANCEIRA S A 265 25,000 0.00%
38 TANAKA CAPITAL MANAGEMENT INC 285 26,000 0.00%
39 CUTLER GROUP LLC / CA 93,900 27,000 0.00% Call
40 Invesco Ltd. 300 28,000 0.00% Call
41 D'Orazio & Associates, Inc. 316 29,000 0.00%
42 TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 325 30,000 0.00%
43 Catamount Wealth Management 332 31,000 0.00%
44 EDMOND DE ROTHSCHILD (EUROPE) 363 34,000 0.00%
45 JACKSON, GRANT INVESTMENT ADVISERS, INC. 362 34,000 0.00%
46 NEW ENGLAND ASSET MANAGEMENT INC 415 39,000 0.00%
47 AlphaMark Advisors, LLC 427 40,000 0.00% SH
48 Capital Advisors, Ltd. LLC 450 42,000 0.00%
49 NewSquare Capital LLC 462 43,000 0.00%
50 Commonwealth Financial Services, LLC 458 43,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.