Purchases and Sales Made in Q4 2023 in Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
24New |
$226 - $300
|
24
$245
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
24+ 5.69% |
$226 - $300
|
446
$4.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22+ 2.61% |
$207 - $275
|
864
$8.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
21New |
$197 - $262
|
21
$214
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20+ 4.34% |
$188 - $250
|
481
$4.9K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
19+ 0.0% |
$179 - $237
|
2.48M
$25.3M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
18New |
$169 - $225
|
18
$183
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
17New |
$160 - $212
|
17
$173
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
15New |
$141 - $187
|
15
$153
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
14New |
$132 - $175
|
14
$143
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 1.5% |
$122 - $162
|
881
$8.98K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 0.74% |
$122 - $162
|
1.78K
$18.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
12+ 0.04% |
$113 - $150
|
28.3K
$288K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
12+ 0.09% |
$113 - $150
|
13.3K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
10+ 22.73% |
$94 - $125
|
54
$550
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 0.09% |
$84.6 - $112
|
10.5K
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
7+ 0.45% |
$65.8 - $87.4
|
1.57K
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
4+ 2.52% |
$37.6 - $50
|
163
$1.66K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
3+ 13.64% |
$28.2 - $37.5
|
25
$255
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
3New |
$28.2 - $37.5
|
3
$30.6
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2New |
$18.8 - $25
|
2
$20.4
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2New |
$18.8 - $25
|
2
$20.4
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$18.8 - $25
|
2
$20.4
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.12% |
$9.4 - $12.5
|
829
$8.45K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1New |
$9.4 - $12.5
|
1
$10.2
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.26% |
$9.4 - $12.5
|
393
$4K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-1- 5.56% |
$9.4 - $12.5
|
17
$173
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$9.4 - $12.5
|
1
$10.2
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 1.32% |
$18.8 - $25
|
149
$1.52K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-3- 0.75% |
$28.2 - $37.5
|
398
$4.06K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-7- 0.02% |
$65.8 - $87.4
|
30.7K
$312K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8- 1.62% |
$75.2 - $99.9
|
485
$4.94K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9- 0.34% |
$84.6 - $112
|
2.64K
$26.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-10- 3.72% |
$94 - $125
|
259
$2.64K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-16- 1.87% |
$150 - $200
|
838
$8.54K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-19- 2.6% |
$179 - $237
|
713
$7.27K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-20- 1.72% |
$188 - $250
|
1.14K
$11.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-23- 3.94% |
$216 - $287
|
561
$5.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-24- 2.14% |
$226 - $300
|
1.1K
$11.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-25- 0.02% |
$235 - $312
|
132K
$1.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-27- 1.83% |
$254 - $337
|
1.45K
$14.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-28- 1.06% |
$263 - $350
|
2.62K
$26.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-30- 0.11% |
$282 - $375
|
26.7K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-30- 4.02% |
$282 - $375
|
717
$7.31K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-30- 0.21% |
$282 - $375
|
14K
$143K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-32- 0.84% |
$301 - $400
|
3.8K
$38.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-32- 11.72% |
$301 - $400
|
241
$2.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-32- 9.52% |
$301 - $400
|
304
$3.1K
|