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 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-228- 98.7% |
$2.14K - $2.85K
|
3
$33.7
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-457- 2.68% |
$4.3K - $5.71K
|
16.6K
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-3K- 22.39% |
$28.2K - $37.4K
|
10.4K
$117K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-198- 16.67% |
$1.86K - $2.47K
|
990
$11.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
39New |
$367 - $487
|
39
$438
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
186+ 1.21% |
$1.75K - $2.32K
|
15.6K
$175K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
98New |
$921 - $1.22K
|
98
$1.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
37New |
$348 - $462
|
37
$415
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-650- 18.27% |
$6.11K - $8.12K
|
2.91K
$32.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
99New |
$931 - $1.24K
|
99
$1.11K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.03KNew |
$19.1K - $25.4K
|
2.03K
$22.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-406- 3.77% |
$3.82K - $5.07K
|
10.4K
$116K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-255- 98.46% |
$2.4K - $3.18K
|
4
$44.9
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
200K+ 22.6% |
$1.88M - $2.5M
|
1.09M
$12.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
197+ 1.51% |
$1.85K - $2.46K
|
13.2K
$148K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$94.9K - $126K
|
10.1K
$113K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-725- 89.51% |
$6.82K - $9.06K
|
85
$954
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-390Closed |
$3.67K - $4.87K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
11.4KNew |
$108K - $143K
|
11.4K
$128K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
776New |
$7.29K - $9.69K
|
776
$8.71K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.8K+ 14.36% |
$121K - $160K
|
102K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
805+ 28.75% |
$7.57K - $10.1K
|
3.61K
$40.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
674New |
$6.34K - $8.42K
|
674
$7.56K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-22.6K- 58.19% |
$213K - $282K
|
16.2K
$182K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.18K- 9.75% |
$11.1K - $14.7K
|
10.9K
$122K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
1KNew |
$9.4K - $12.5K
|
1K
$11.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
952+ 7.38% |
$8.95K - $11.9K
|
13.8K
$155K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
327+ 3.27% |
$3.07K - $4.08K
|
10.3K
$116K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
119+ 23.8% |
$1.12K - $1.49K
|
619
$6.95K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.02K- 16.73% |
$28.4K - $37.8K
|
15K
$169K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
463+ 4.53% |
$4.35K - $5.78K
|
10.7K
$120K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 4.5% |
$10.7K - $14.2K
|
24.2K
$271K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-65- 0.07% |
$611 - $812
|
88.9K
$997K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.5K- 11.97% |
$14.1K - $18.7K
|
11K
$124K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.14K- 88.3% |
$10.7K - $14.2K
|
151
$1.69K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-57.3K- 38.2% |
$539K - $716K
|
92.7K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-10- 3.72% |
$94 - $125
|
259
$2.91K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
107New |
$1.01K - $1.34K
|
107
$1.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-107- 86.29% |
$1.01K - $1.34K
|
17
$191
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.44K- 21.56% |
$69.9K - $92.9K
|
27.1K
$304K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
371New |
$3.49K - $4.63K
|
371
$4.16K
|
|
|
Jan 18, 2024
Q4 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
23.3K+ 2.74% |
$219K - $291K
|
875K
$9.82M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-1- 5.56% |
$9.4 - $12.5
|
17
$191
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.09K+ 47.37% |
$76.1K - $101K
|
25.2K
$282K
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-24.9K- 29.14% |
$234K - $311K
|
60.6K
$680K
|
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-4.5K- 14.17% |
$42.3K - $56.2K
|
27.3K
$306K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
13.6KNew |
$128K - $170K
|
13.6K
$153K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-393- 20.55% |
$3.69K - $4.91K
|
1.52K
$17K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-266Closed |
$2.5K - $3.32K
|
0
$0
|