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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
377New |
$2.64K - $3.31K
|
377
$4.23K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-39K- 18.28% |
$273K - $343K
|
174K
$1.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-5- 3.25% |
$35 - $43.9
|
149
$1.67K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
431KNew |
$3.01M - $3.79M
|
431K
$4.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-72.4K- 15.51% |
$506K - $636K
|
394K
$4.43M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-241- 62.44% |
$1.68K - $2.12K
|
145
$1.63K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
40KNew |
$280K - $352K
|
40K
$449K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.71KNew |
$18.9K - $23.8K
|
2.71K
$30.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-937- 77.5% |
$6.55K - $8.24K
|
272
$3.05K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
241+ 6.11% |
$1.68K - $2.12K
|
4.19K
$47K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
57New |
$398 - $501
|
57
$640
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
258New |
$1.8K - $2.27K
|
258
$2.89K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
11.3KNew |
$79.2K - $99.6K
|
11.3K
$127K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-74- 9.26% |
$517 - $650
|
725
$8.13K
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-16.2K- 60.2% |
$113K - $142K
|
10.7K
$120K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-190- 0.74% |
$1.33K - $1.67K
|
25.5K
$286K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
578New |
$4.04K - $5.08K
|
578
$6.49K
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-40- 95.24% |
$280 - $352
|
2
$22.4
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.74K- 12.93% |
$19.1K - $24.1K
|
18.4K
$207K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
1.53KNew |
$10.7K - $13.4K
|
1.53K
$17.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-6.59K- 25.66% |
$46K - $57.9K
|
19.1K
$214K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.28K- 48.7% |
$8.92K - $11.2K
|
1.34K
$15.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-16.5K- 32.85% |
$115K - $145K
|
33.8K
$379K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-665- 31.22% |
$4.65K - $5.85K
|
1.47K
$16.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-95- 7.47% |
$664 - $835
|
1.18K
$13.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-26.5K- 17.23% |
$185K - $233K
|
127K
$1.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
47+ 3.77% |
$329 - $413
|
1.3K
$14.5K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-18.2K- 60.62% |
$127K - $160K
|
11.8K
$133K
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
12.7KNew |
$88.8K - $112K
|
12.7K
$142K
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
67+ 0.04% |
$468 - $589
|
177K
$1.98M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
211+ 8.67% |
$1.47K - $1.85K
|
2.65K
$29.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-119- 80.95% |
$832 - $1.05K
|
28
$314
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-315- 3.04% |
$2.2K - $2.77K
|
10K
$113K
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-90- 6.94% |
$629 - $791
|
1.21K
$13.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-36.6K- 72.29% |
$256K - $322K
|
14K
$157K
|
|
|
Jul 10, 2024
Q2 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-659K- 64.36% |
$4.61M - $5.79M
|
365K
$4.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
456New |
$3.19K - $4.01K
|
456
$5.12K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2K- 5.23% |
$14K - $17.5K
|
36.2K
$406K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-71- 30.6% |
$496 - $624
|
161
$1.81K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-10.8K- 43.94% |
$75.8K - $95.3K
|
13.8K
$155K
|
|
| Q1 2024 | |||||||
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.3KClosed |
$91.5K - $132K
|
0
$0
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
11.7MNew |
$94.7M - $136M
|
11.7M
$131M
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
CALL |
350KNew |
$2.84M - $4.08M
|
350K
$3.93M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
28New |
$227 - $326
|
28
$314
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
79+ 464.71% |
$641 - $921
|
96
$1.08K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-24- 0.36% |
$195 - $280
|
6.57K
$73.7K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-3.19K- 2.72% |
$25.8K - $37.2K
|
114K
$1.28M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
16+ 11.19% |
$130 - $187
|
159
$1.78K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-6- 0.22% |
$48.7 - $70
|
2.67K
$30K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-783- 6.54% |
$6.35K - $9.13K
|
11.2K
$125K
|
|