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 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
13.6KNew |
$128K - $170K
|
13.6K
$139K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
13.6K+ 16.82% |
$128K - $170K
|
94.3K
$961K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
13.3KNew |
$125K - $167K
|
13.3K
$136K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13K+ 14.58% |
$123K - $163K
|
103K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
12.9KNew |
$121K - $161K
|
12.9K
$131K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.8K+ 14.36% |
$121K - $160K
|
102K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.7KNew |
$120K - $159K
|
12.7K
$130K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12.4KNew |
$116K - $154K
|
12.4K
$126K
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
BUY
|
- |
12.3K+ 3.41% |
$115K - $153K
|
373K
$3.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.3K+ 7.43% |
$115K - $153K
|
178K
$1.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
12.2KNew |
$115K - $153K
|
12.2K
$125K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
12.2KNew |
$115K - $153K
|
12.2K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12.1KNew |
$114K - $151K
|
12.1K
$123K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12KNew |
$113K - $150K
|
12K
$122K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.8K+ 9.49% |
$111K - $147K
|
136K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.6KNew |
$109K - $144K
|
11.6K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
11.5KNew |
$109K - $144K
|
11.5K
$118K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
11.4KNew |
$108K - $143K
|
11.4K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$107K - $142K
|
11.4K
$116K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
11.3K+ 56.15% |
$106K - $141K
|
31.4K
$320K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
11.3KNew |
$106K - $141K
|
11.3K
$115K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 56.67% |
$105K - $140K
|
30.9K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$105K - $140K
|
11.2K
$114K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11KNew |
$104K - $138K
|
11K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 15.69% |
$102K - $136K
|
80K
$816K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.8K+ 71.9% |
$102K - $135K
|
25.8K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.8K+ 29.86% |
$101K - $135K
|
46.8K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10.8KNew |
$101K - $134K
|
10.8K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$101K - $134K
|
10.7K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
10.7KNew |
$101K - $134K
|
10.7K
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
10.6K+ 33.67% |
$99.8K - $133K
|
42.2K
$430K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.6KNew |
$99.8K - $133K
|
10.6K
$108K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$99K - $132K
|
10.5K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$97.8K - $130K
|
10.4K
$106K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.3KNew |
$96.4K - $128K
|
10.3K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 0.94% |
$95.5K - $127K
|
1.09M
$11.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$94.9K - $126K
|
10.1K
$103K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10KNew |
$94.2K - $125K
|
10K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
9.7K+ 5.02% |
$91.2K - $121K
|
203K
$2.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.66K+ 43.23% |
$90.8K - $121K
|
32K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.3K+ 16.88% |
$87.4K - $116K
|
64.4K
$656K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9.22KNew |
$86.7K - $115K
|
9.22K
$94K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
9.11K+ 24.99% |
$85.6K - $114K
|
45.6K
$464K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
9K+ 19.96% |
$84.6K - $112K
|
54.1K
$551K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.93K+ 25.17% |
$83.9K - $112K
|
44.4K
$452K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.8K+ 1.39% |
$82.7K - $110K
|
641K
$6.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8.53K+ 62.65% |
$80.1K - $106K
|
22.1K
$226K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.51K+ 9.74% |
$80K - $106K
|
95.9K
$977K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
8.43K+ 72.42% |
$79.2K - $105K
|
20.1K
$205K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8.26K+ 38.98% |
$77.6K - $103K
|
29.4K
$300K
|