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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-32- 0.84% |
$301 - $400
|
3.8K
$38.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-35- 7.03% |
$329 - $437
|
463
$4.72K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-43- 0.03% |
$404 - $537
|
156K
$1.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-44- 2.43% |
$414 - $550
|
1.76K
$18K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-59- 26.34% |
$555 - $737
|
165
$1.68K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-60- 6.5% |
$564 - $749
|
863
$8.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-61- 1.0% |
$573 - $762
|
6.07K
$61.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-63- 5.11% |
$592 - $787
|
1.17K
$11.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-65- 0.07% |
$611 - $812
|
88.9K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-65- 7.69% |
$611 - $812
|
780
$7.95K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-66- 49.62% |
$620 - $824
|
67
$683
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-68- 0.83% |
$639 - $849
|
8.16K
$83.2K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-68- 2.81% |
$639 - $849
|
2.35K
$24K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-72- 85.71% |
$677 - $899
|
12
$122
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-73- 3.28% |
$686 - $912
|
2.15K
$21.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-80- 15.66% |
$752 - $999
|
431
$4.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-80- 0.5% |
$752 - $999
|
16K
$163K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-81- 3.58% |
$761 - $1.01K
|
2.18K
$22.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-87- 0.07% |
$818 - $1.09K
|
127K
$1.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-88- 0.81% |
$827 - $1.1K
|
10.7K
$109K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-90- 4.91% |
$846 - $1.12K
|
1.74K
$17.8K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-90- 2.34% |
$846 - $1.12K
|
3.76K
$38.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-93- 5.48% |
$874 - $1.16K
|
1.6K
$16.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-93- 34.07% |
$874 - $1.16K
|
180
$1.83K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-94- 0.81% |
$884 - $1.17K
|
11.5K
$117K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-96- 96.97% |
$902 - $1.2K
|
3
$30.6
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-96- 5.01% |
$902 - $1.2K
|
1.82K
$18.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-98- 2.74% |
$921 - $1.22K
|
3.48K
$35.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-100- 0.09% |
$940 - $1.25K
|
106K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-101- 7.85% |
$949 - $1.26K
|
1.19K
$12.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-101- 27.67% |
$949 - $1.26K
|
264
$2.69K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-107- 86.29% |
$1.01K - $1.34K
|
17
$173
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-108- 7.07% |
$1.02K - $1.35K
|
1.42K
$14.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-108- 5.29% |
$1.02K - $1.35K
|
1.93K
$19.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-118- 11.94% |
$1.11K - $1.47K
|
870
$8.87K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-120- 7.5% |
$1.13K - $1.5K
|
1.48K
$15.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-120- 9.8% |
$1.13K - $1.5K
|
1.1K
$11.2K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-133- 8.98% |
$1.25K - $1.66K
|
1.35K
$13.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-138- 2.56% |
$1.3K - $1.72K
|
5.25K
$53.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-150- 1.39% |
$1.41K - $1.87K
|
10.7K
$109K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-154- 21.84% |
$1.45K - $1.92K
|
551
$5.61K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-157- 29.13% |
$1.48K - $1.96K
|
382
$3.89K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-164- 1.0% |
$1.54K - $2.05K
|
16.2K
$165K
|
|
|
Feb 02, 2024
Q4 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-167- -0.0% |
$1.57K - $2.09K
|
8M
$81.5M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-174- 4.11% |
$1.64K - $2.17K
|
4.06K
$41.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-187- 5.95% |
$1.76K - $2.34K
|
2.96K
$30.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-192- 1.14% |
$1.8K - $2.4K
|
16.7K
$170K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-198- 16.67% |
$1.86K - $2.47K
|
990
$10.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200- 10.12% |
$1.88K - $2.5K
|
1.78K
$18.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-200- 94.79% |
$1.88K - $2.5K
|
11
$112
|