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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
2.84KNew |
$30.3K - $41.1K
|
2.84K
$32.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-64- 7.88% |
$682 - $926
|
748
$8.45K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.54KNew |
$27K - $36.7K
|
2.54K
$28.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
136+ 0.82% |
$1.45K - $1.97K
|
16.8K
$189K
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-861- 1.81% |
$9.18K - $12.5K
|
46.8K
$529K
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
19.6KNew |
$209K - $283K
|
19.6K
$221K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.3KNew |
$131K - $178K
|
12.3K
$139K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.12KNew |
$22.6K - $30.7K
|
2.12K
$24K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
92.9KNew |
$990K - $1.34M
|
92.9K
$1.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-665- 5.79% |
$7.09K - $9.62K
|
10.8K
$122K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
51New |
$544 - $738
|
51
$576
|
|
|
Nov 03, 2023
Q3 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-357K- 29.3% |
$3.81M - $5.17M
|
861K
$9.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-327- 0.46% |
$3.49K - $4.73K
|
70.1K
$792K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 26.67% |
$11.3K - $15.4K
|
5.05K
$57.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
4.67KNew |
$49.8K - $67.6K
|
4.67K
$52.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-534- 0.62% |
$5.69K - $7.73K
|
85.3K
$964K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
34New |
$362 - $492
|
34
$384
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-331- 25.68% |
$3.53K - $4.79K
|
958
$10.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-6.44K- 12.82% |
$68.6K - $93.1K
|
43.7K
$494K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
290New |
$3.09K - $4.2K
|
290
$3.28K
|
|
|
Oct 25, 2023
Q3 2023
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1K+ 500.0% |
$10.7K - $14.5K
|
1.2K
$13.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.1KNew |
$107K - $146K
|
10.1K
$114K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
123New |
$1.31K - $1.78K
|
123
$1.39K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$112K - $152K
|
10.5K
$119K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
17.2KNew |
$183K - $248K
|
17.2K
$194K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.3K- 8.61% |
$13.9K - $18.8K
|
13.8K
$156K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
397New |
$4.23K - $5.74K
|
397
$4.49K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-639- 5.04% |
$6.81K - $9.25K
|
12K
$136K
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
7.64KNew |
$81.4K - $110K
|
7.64K
$86.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-122- 0.78% |
$1.3K - $1.77K
|
15.6K
$176K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-473- 12.03% |
$5.04K - $6.84K
|
3.46K
$39.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
33.6KNew |
$358K - $486K
|
33.6K
$379K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
36.4K+ 173.67% |
$388K - $527K
|
57.4K
$648K
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
9.51K+ 89.29% |
$101K - $138K
|
20.2K
$228K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
67New |
$714 - $969
|
67
$757
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
993New |
$10.6K - $14.4K
|
993
$11.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-10.2K- 99.28% |
$108K - $147K
|
74
$836
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-4.17K- 26.39% |
$44.4K - $60.3K
|
11.6K
$131K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-45- 0.17% |
$480 - $651
|
25.7K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
99+ 141.43% |
$1.06K - $1.43K
|
169
$1.91K
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-11.9K- 0.93% |
$127K - $173K
|
1.28M
$14.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-4.23K- 89.46% |
$45K - $61.1K
|
498
$5.63K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
7.74K+ 3.06% |
$82.5K - $112K
|
261K
$2.95M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-70- 0.22% |
$746 - $1.01K
|
31.5K
$355K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-15.3KClosed |
$170K - $236K
|
0
$0
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-27- 0.27% |
$299 - $416
|
10.1K
$115K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-74- 28.57% |
$821 - $1.14K
|
185
$2.09K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-36.6K- 44.39% |
$405K - $563K
|
45.8K
$517K
|
|
|
Dec 06, 2023
Q2 2023
|
Tegean Capital Management, LLC
New York, NY |
SELL
|
- |
-78.3K- 9.79% |
$868K - $1.21M
|
722K
$8.16M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.23KNew |
$13.7K - $19K
|
1.23K
$13.9K
|
|