Purchases and Sales Made in Q1 2025 in Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD) during Q1 2025. 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 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
124+ 106.9% |
$1.17K - $1.42K
|
240
$2.71K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
122+ 4.72% |
$1.16K - $1.4K
|
2.71K
$30.6K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
120+ 0.17% |
$1.14K - $1.38K
|
71K
$802K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
111+ 0.48% |
$1.05K - $1.27K
|
23.3K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
110+ 2.0% |
$1.04K - $1.26K
|
5.62K
$63.4K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
101+ 0.23% |
$956 - $1.16K
|
43.8K
$495K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
96New |
$909 - $1.1K
|
96
$1.08K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
94+ 0.52% |
$890 - $1.08K
|
18.1K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
93+ 22.09% |
$881 - $1.07K
|
514
$5.81K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
81+ 6.91% |
$767 - $928
|
1.25K
$14.2K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
78+ 7.85% |
$739 - $894
|
1.07K
$12.1K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
76+ 168.89% |
$720 - $871
|
121
$1.37K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
74New |
$701 - $848
|
74
$836
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
73New |
$691 - $837
|
73
$825
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
72+ 0.19% |
$682 - $825
|
37K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
72New |
$682 - $825
|
72
$814
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
70+ 152.17% |
$663 - $802
|
116
$1.31K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
69+ 0.6% |
$653 - $791
|
11.5K
$130K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
67+ 40.12% |
$634 - $768
|
234
$2.64K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
65+ 72.22% |
$616 - $745
|
155
$1.75K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
64New |
$606 - $733
|
64
$723
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
60New |
$568 - $688
|
60
$678
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
58+ 24.17% |
$549 - $665
|
298
$3.37K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
55+ 2.3% |
$521 - $630
|
2.45K
$27.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
55+ 1833.33% |
$521 - $630
|
58
$655
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
51New |
$483 - $584
|
51
$576
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
50+ 6.78% |
$474 - $573
|
787
$8.89K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
49+ 2.0% |
$464 - $562
|
2.5K
$28.2K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
48+ 1.81% |
$455 - $550
|
2.7K
$30.5K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
46+ 5.48% |
$436 - $527
|
885
$10K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
41+ 1.68% |
$388 - $470
|
2.48K
$28.1K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
41+ 4.1% |
$388 - $470
|
1.04K
$11.8K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
40New |
$379 - $458
|
40
$452
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
40New |
$379 - $458
|
40
$452
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
38+ 0.47% |
$360 - $435
|
8.15K
$92.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
38New |
$360 - $435
|
38
$429
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
38+ 6.04% |
$360 - $435
|
667
$7.54K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
37+ 25.52% |
$350 - $424
|
182
$2.06K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
36+ 1.26% |
$341 - $413
|
2.9K
$32.8K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
35New |
$331 - $401
|
35
$396
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
34+ 212.5% |
$322 - $390
|
50
$565
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
33+ 3300.0% |
$313 - $378
|
34
$384
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
33+ 106.45% |
$313 - $378
|
64
$723
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
28+ 5.93% |
$265 - $321
|
500
$5.65K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
26+ 0.14% |
$246 - $298
|
18K
$203K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
25+ 12.2% |
$237 - $287
|
230
$2.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 0.33% |
$237 - $287
|
7.67K
$86.7K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
24New |
$227 - $275
|
24
$271
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
24+ 0.01% |
$227 - $275
|
238K
$2.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
23+ 4.1% |
$218 - $264
|
584
$6.6K
|