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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-201- 24.54% |
$1.89K - $2.51K
|
618
$6.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-215- 33.75% |
$2.02K - $2.69K
|
422
$4.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-217- 7.42% |
$2.04K - $2.71K
|
2.71K
$27.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-218- 0.13% |
$2.05K - $2.72K
|
174K
$1.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-224- 2.92% |
$2.11K - $2.8K
|
7.45K
$75.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-228- 98.7% |
$2.14K - $2.85K
|
3
$30.6
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-229- 4.03% |
$2.15K - $2.86K
|
5.46K
$55.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-233- 2.01% |
$2.19K - $2.91K
|
11.3K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-234- 5.93% |
$2.2K - $2.92K
|
3.71K
$37.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-241- 1.35% |
$2.27K - $3.01K
|
17.6K
$180K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-241- 21.42% |
$2.27K - $3.01K
|
884
$9.01K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-243- 0.36% |
$2.28K - $3.04K
|
66.5K
$678K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-255- 98.46% |
$2.4K - $3.18K
|
4
$40.8
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-260- 91.55% |
$2.44K - $3.25K
|
24
$245
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-266Closed |
$2.5K - $3.32K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-270- 39.24% |
$2.54K - $3.37K
|
418
$4.26K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-271- 13.81% |
$2.55K - $3.38K
|
1.69K
$17.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-275- 2.39% |
$2.59K - $3.43K
|
11.2K
$114K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-275- 0.02% |
$2.59K - $3.43K
|
1.11M
$11.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-282- 1.03% |
$2.65K - $3.52K
|
27.2K
$277K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-286- 65.0% |
$2.69K - $3.57K
|
154
$1.57K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-288- 27.32% |
$2.71K - $3.6K
|
766
$7.81K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-289- 0.01% |
$2.72K - $3.61K
|
3.6M
$36.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-292- 5.47% |
$2.74K - $3.65K
|
5.04K
$51.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-293- 11.62% |
$2.75K - $3.66K
|
2.23K
$22.7K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-301- 1.36% |
$2.83K - $3.76K
|
21.8K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-308- 0.53% |
$2.9K - $3.85K
|
58.4K
$595K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-313- 23.8% |
$2.94K - $3.91K
|
1K
$10.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-324- 2.98% |
$3.05K - $4.05K
|
10.5K
$107K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-329- 25.21% |
$3.09K - $4.11K
|
976
$9.95K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-332- 1.77% |
$3.12K - $4.15K
|
18.5K
$188K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-354- 1.54% |
$3.33K - $4.42K
|
22.7K
$231K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-361- 14.94% |
$3.39K - $4.51K
|
2.06K
$21K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-365- 28.34% |
$3.43K - $4.56K
|
923
$9.41K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-368- 10.74% |
$3.46K - $4.6K
|
3.06K
$31.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-368- 0.88% |
$3.46K - $4.6K
|
41.4K
$422K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-378- 0.89% |
$3.55K - $4.72K
|
42.3K
$431K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-386- 30.23% |
$3.63K - $4.82K
|
891
$9.08K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-390Closed |
$3.67K - $4.87K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-392- 91.16% |
$3.68K - $4.9K
|
38
$387
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-393- 20.55% |
$3.69K - $4.91K
|
1.52K
$15.5K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-394- 15.57% |
$3.7K - $4.92K
|
2.14K
$21.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-394- 2.2% |
$3.7K - $4.92K
|
17.5K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-402- 95.04% |
$3.78K - $5.02K
|
21
$214
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-404- 1.73% |
$3.8K - $5.05K
|
22.9K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-404- 1.73% |
$3.8K - $5.05K
|
22.9K
$233K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-406- 3.77% |
$3.82K - $5.07K
|
10.4K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-408- 2.94% |
$3.84K - $5.1K
|
13.5K
$137K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-417- 34.1% |
$3.92K - $5.21K
|
806
$8.21K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-421- 12.44% |
$3.96K - $5.26K
|
2.96K
$30.2K
|