Purchases and Sales Made in Q1 2023 in Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD) during Q1 2023. The information is specifically focused on institutions that hold shares of Warner Bros. Discovery, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
671New |
$6.4K - $10.7K
|
671
$7.58K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
669+ 2.64% |
$6.38K - $10.7K
|
26K
$293K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
651+ 380.7% |
$6.21K - $10.4K
|
822
$9.29K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
651+ 12.05% |
$6.21K - $10.4K
|
6.05K
$68.4K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
642+ 18.28% |
$6.12K - $10.2K
|
4.15K
$46.9K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
640+ 3.6% |
$6.11K - $10.2K
|
18.4K
$208K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
632New |
$6.03K - $10.1K
|
632
$7.14K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
600+ 130.43% |
$5.72K - $9.56K
|
1.06K
$12K
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
596+ 0.53% |
$5.69K - $9.5K
|
113K
$1.28M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
594New |
$5.67K - $9.47K
|
594
$6.71K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
592+ 20.96% |
$5.65K - $9.44K
|
3.42K
$38.6K
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
578+ 97.14% |
$5.51K - $9.21K
|
1.17K
$13.3K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
552+ 2.98% |
$5.27K - $8.8K
|
19.1K
$215K
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
544+ 0.3% |
$5.19K - $8.67K
|
183K
$2.07M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
532+ 17.68% |
$5.08K - $8.48K
|
3.54K
$40K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
522+ 8.04% |
$4.98K - $8.32K
|
7.01K
$79.3K
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
500New |
$4.77K - $7.97K
|
500
$5.65K
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
492+ 1.78% |
$4.69K - $7.84K
|
28.1K
$317K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
489+ 5.17% |
$4.67K - $7.79K
|
9.95K
$112K
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
483New |
$4.61K - $7.7K
|
483
$5.46K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
466+ 13.25% |
$4.45K - $7.43K
|
3.98K
$45K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
406+ 780.77% |
$3.87K - $6.47K
|
458
$5.18K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
405+ 17.07% |
$3.86K - $6.46K
|
2.78K
$31.4K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
405New |
$3.86K - $6.46K
|
405
$4.58K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
386+ 0.49% |
$3.68K - $6.15K
|
79.2K
$895K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
362+ 1.85% |
$3.45K - $5.77K
|
19.9K
$225K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
352+ 1.61% |
$3.36K - $5.61K
|
22.3K
$252K
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
350+ 2.32% |
$3.34K - $5.58K
|
15.4K
$175K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
350New |
$3.34K - $5.58K
|
350
$3.96K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
347+ 1.61% |
$3.31K - $5.53K
|
21.9K
$248K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
346+ 2.02% |
$3.3K - $5.52K
|
17.5K
$198K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
343+ 1106.45% |
$3.27K - $5.47K
|
374
$4.23K
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
342+ 2.42% |
$3.26K - $5.45K
|
14.5K
$164K
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
331+ 7.81% |
$3.16K - $5.28K
|
4.57K
$51.6K
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
330+ 2.78% |
$3.15K - $5.26K
|
12.2K
$138K
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
327+ 0.03% |
$3.12K - $5.21K
|
1.11M
$12.6M
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
323+ 1.76% |
$3.08K - $5.15K
|
18.7K
$212K
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
314+ 2093.33% |
$3K - $5.01K
|
329
$3.72K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
313+ 27.38% |
$2.99K - $4.99K
|
1.46K
$16.5K
|
|
May 12, 2023
Q1 2023
|
Bruce & Co., Inc.
Chicago, IL |
BUY
|
- |
301+ 2.07% |
$2.87K - $4.8K
|
14.8K
$167K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
277+ 4.28% |
$2.64K - $4.42K
|
6.74K
$76.2K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
268+ 406.06% |
$2.56K - $4.27K
|
334
$3.77K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
266+ 2.06% |
$2.54K - $4.24K
|
13.2K
$149K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
266+ 15.36% |
$2.54K - $4.24K
|
2K
$22.6K
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
258+ 1433.33% |
$2.46K - $4.11K
|
276
$3.12K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
249+ 0.87% |
$2.38K - $3.97K
|
28.8K
$325K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
231+ 14.05% |
$2.2K - $3.68K
|
1.88K
$21.2K
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
218+ 0.1% |
$2.08K - $3.47K
|
224K
$2.53M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
207+ 1.52% |
$1.97K - $3.3K
|
13.8K
$156K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
207+ 1.52% |
$1.97K - $3.3K
|
13.8K
$156K
|