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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.9M- 99.39% |
$12.8M - $16.7M
|
11.6K
$131K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
96New |
$644 - $843
|
96
$1.08K
|
|
Oct 28, 2024
Q3 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
2M+ 43.47% |
$13.4M - $17.6M
|
6.6M
$74.1M
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-370- 0.82% |
$2.48K - $3.25K
|
44.8K
$503K
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-288- 13.31% |
$1.93K - $2.53K
|
1.88K
$21K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
6.83K+ 17.4% |
$45.8K - $59.9K
|
46.1K
$517K
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11KNew |
$73.6K - $96.3K
|
11K
$123K
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-317- 2.94% |
$2.13K - $2.78K
|
10.5K
$118K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-259- 2.23% |
$1.74K - $2.27K
|
11.4K
$127K
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.42K- 11.7% |
$9.53K - $12.5K
|
10.7K
$120K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-33- 35.87% |
$221 - $290
|
59
$662
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-402K- 97.56% |
$2.7M - $3.53M
|
10.1K
$113K
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
290+ 2.03% |
$1.95K - $2.55K
|
14.6K
$164K
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-241- 94.88% |
$1.62K - $2.12K
|
13
$146
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
8.33KNew |
$55.9K - $73.1K
|
8.33K
$93.5K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-85- 3.95% |
$570 - $746
|
2.07K
$23.2K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-31- 46.27% |
$208 - $272
|
36
$404
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-619- 93.65% |
$4.15K - $5.43K
|
42
$471
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
14.1KNew |
$94.8K - $124K
|
14.1K
$158K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44.7K- 3.05% |
$300K - $393K
|
1.42M
$16M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-432- 2.79% |
$2.9K - $3.79K
|
15.1K
$169K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.5K- 7.66% |
$252K - $329K
|
452K
$5.07M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.15% |
$6.71 - $8.78
|
689
$7.73K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
75New |
$503 - $659
|
75
$842
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10.4KNew |
$70.1K - $91.7K
|
10.4K
$117K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1- 0.01% |
$6.71 - $8.78
|
7.88K
$88.4K
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3New |
$20.1 - $26.3
|
3
$33.7
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
408New |
$2.74K - $3.58K
|
408
$4.58K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
350+ 46.79% |
$2.35K - $3.07K
|
1.1K
$12.3K
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.2K- 49.83% |
$8.05K - $10.5K
|
1.21K
$13.6K
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-241- 68.27% |
$1.62K - $2.12K
|
112
$1.26K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
119New |
$798 - $1.04K
|
119
$1.34K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
121+ 7.54% |
$812 - $1.06K
|
1.73K
$19.4K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-434- 5.49% |
$2.91K - $3.81K
|
7.47K
$83.8K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
271+ 10.42% |
$1.82K - $2.38K
|
2.87K
$32.2K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
786New |
$5.27K - $6.9K
|
786
$8.82K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
12.9K+ 260.55% |
$86.6K - $113K
|
17.9K
$200K
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
26+ 8.9% |
$174 - $228
|
318
$3.57K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
399New |
$2.68K - $3.5K
|
399
$4.48K
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
14.8K+ 1.9% |
$99.2K - $130K
|
791K
$8.88M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5KNew |
$33.6K - $43.9K
|
5K
$56.1K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-10.7KClosed |
$71.5K - $93.6K
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
24New |
$161 - $211
|
24
$269
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.57K+ 13.14% |
$10.5K - $13.7K
|
13.5K
$151K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-108- 0.56% |
$725 - $948
|
19.2K
$215K
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
809+ 1.8% |
$5.43K - $7.1K
|
45.8K
$514K
|
|
Oct 03, 2024
Q3 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
125KNew |
$838K - $1.1M
|
125K
$1.4M
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-9.91K- 49.55% |
$66.5K - $87K
|
10.1K
$113K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-3.88K- 82.8% |
$26K - $34K
|
805
$9.03K
|
|
Q2 2024 | |||||||
May 07, 2025
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
42KNew |
$294K - $369K
|
42K
$471K
|