Latest Institutional Transactions on Warner Bros. Discovery, Inc. (WBD)
This table provides information on the latest institutional transactions involving Warner Bros. Discovery, Inc. (WBD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.25MNew |
$16.5M - $27.9M
|
2.25M
$25.5M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
91New |
$667 - $1.13K
|
91
$1.03K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-486- 11.13% |
$3.56K - $6.01K
|
3.88K
$43.9K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.04K- 15.96% |
$22.3K - $37.6K
|
16K
$181K
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-403- 2.33% |
$2.95K - $4.99K
|
16.9K
$191K
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
120+ 0.2% |
$880 - $1.48K
|
60.4K
$683K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
800New |
$5.86K - $9.9K
|
800
$9.04K
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
32New |
$235 - $396
|
32
$362
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
772KNew |
$5.66M - $9.55M
|
772K
$8.73M
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-798- 14.95% |
$5.85K - $9.87K
|
4.54K
$51.3K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.7K- 3.55% |
$41.8K - $70.5K
|
155K
$1.75M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
9New |
$66 - $111
|
9
$102
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
743+ 36.75% |
$5.45K - $9.19K
|
2.77K
$31.2K
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-31- 34.44% |
$227 - $383
|
59
$667
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-34- 1.61% |
$249 - $421
|
2.07K
$23.4K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
64New |
$469 - $792
|
64
$723
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.06K- 19.16% |
$22.4K - $37.8K
|
12.9K
$146K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.93K+ 19.26% |
$14.1K - $23.9K
|
12K
$135K
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
25.5KNew |
$187K - $315K
|
25.5K
$288K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-453- 13.0% |
$3.32K - $5.6K
|
3.03K
$34.3K
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
363New |
$2.66K - $4.49K
|
363
$4.1K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-514- 15.61% |
$3.77K - $6.36K
|
2.78K
$31.4K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-456- 18.42% |
$3.34K - $5.64K
|
2.02K
$22.8K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.08% |
$7.33 - $12.4
|
1.22K
$13.8K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-201- 0.41% |
$1.47K - $2.49K
|
49.4K
$558K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.34K- 10.73% |
$9.81K - $16.6K
|
11.1K
$126K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
821New |
$6.02K - $10.2K
|
821
$9.28K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-136- 48.75% |
$997 - $1.68K
|
143
$1.62K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-665- 98.23% |
$4.87K - $8.23K
|
12
$136
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
10New |
$73.3 - $124
|
10
$113
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
173New |
$1.27K - $2.14K
|
173
$1.95K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-93- 3.31% |
$682 - $1.15K
|
2.72K
$30.7K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.4KNew |
$76K - $128K
|
10.4K
$117K
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-116K- 41.44% |
$851K - $1.44M
|
164K
$1.85M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 1.09% |
$7.33 - $12.4
|
93
$1.05K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
474New |
$3.47K - $5.86K
|
474
$5.36K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3New |
$22 - $37.1
|
3
$33.9
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-10.5K- 9.64% |
$77K - $130K
|
98.4K
$1.11M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-314- 60.74% |
$2.3K - $3.88K
|
203
$2.29K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
984+ 74.38% |
$7.21K - $12.2K
|
2.31K
$26.1K
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
145+ 0.19% |
$1.06K - $1.79K
|
75.6K
$855K
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.97K+ 12.06% |
$65.7K - $111K
|
83.3K
$941K
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-2.14K- 3.72% |
$15.7K - $26.5K
|
55.4K
$626K
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
6.79K+ 49.19% |
$49.8K - $84K
|
20.6K
$233K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-150- 12.74% |
$1.1K - $1.86K
|
1.03K
$11.6K
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-898- 5.01% |
$6.58K - $11.1K
|
17K
$193K
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
229New |
$1.68K - $2.83K
|
229
$2.59K
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-163- 3.69% |
$1.19K - $2.02K
|
4.25K
$48K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-121- 13.07% |
$887 - $1.5K
|
805
$9.1K
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-17.4K- 46.38% |
$127K - $215K
|
20.1K
$227K
|