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 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
601+ 30050.0% |
$5.65K - $7.51K
|
603
$6.14K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
523New |
$4.92K - $6.53K
|
523
$5.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
521+ 3.93% |
$4.9K - $6.51K
|
13.8K
$140K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
500+ 454.55% |
$4.7K - $6.25K
|
610
$6.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
487+ 1.0% |
$4.58K - $6.08K
|
49.2K
$501K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
463+ 4.53% |
$4.35K - $5.78K
|
10.7K
$109K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
446+ 412.96% |
$4.19K - $5.57K
|
554
$5.65K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
439+ 73.04% |
$4.13K - $5.48K
|
1.04K
$10.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
430+ 4.34% |
$4.04K - $5.37K
|
10.3K
$105K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
426New |
$4K - $5.32K
|
426
$4.34K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
398New |
$3.74K - $4.97K
|
398
$4.06K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
390+ 406.25% |
$3.67K - $4.87K
|
486
$4.95K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
380+ 1.68% |
$3.57K - $4.75K
|
23.1K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
380+ 4.44% |
$3.57K - $4.75K
|
8.95K
$91.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
371New |
$3.49K - $4.63K
|
371
$3.78K
|
|
|
Mar 01, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
363+ 0.0% |
$3.41K - $4.53K
|
14.5M
$148M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
362New |
$3.4K - $4.52K
|
362
$3.69K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
350+ 388.89% |
$3.29K - $4.37K
|
440
$4.48K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
347+ 0.09% |
$3.26K - $4.33K
|
369K
$3.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
333+ 1.93% |
$3.13K - $4.16K
|
17.6K
$179K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
330New |
$3.1K - $4.12K
|
330
$3.36K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
330New |
$3.1K - $4.12K
|
330
$3.36K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
327+ 3.27% |
$3.07K - $4.08K
|
10.3K
$105K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
321New |
$3.02K - $4.01K
|
321
$3.27K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
317+ 12.36% |
$2.98K - $3.96K
|
2.88K
$29.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
304+ 0.13% |
$2.86K - $3.8K
|
241K
$2.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
296+ 6.62% |
$2.78K - $3.7K
|
4.77K
$48.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
279New |
$2.62K - $3.48K
|
279
$2.84K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
277+ 0.62% |
$2.6K - $3.46K
|
45K
$458K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
275+ 11.87% |
$2.59K - $3.43K
|
2.59K
$26.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
272+ 388.57% |
$2.56K - $3.4K
|
342
$3.48K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
265New |
$2.49K - $3.31K
|
265
$2.7K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
254+ 0.0% |
$2.39K - $3.17K
|
246M
$2.51B
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
249+ 6.55% |
$2.34K - $3.11K
|
4.05K
$41.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
242New |
$2.27K - $3.02K
|
242
$2.47K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
241+ 4.83% |
$2.27K - $3.01K
|
5.23K
$53.3K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
240New |
$2.26K - $3K
|
240
$2.45K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
231+ 2.3% |
$2.17K - $2.89K
|
10.3K
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
230+ 0.33% |
$2.16K - $2.87K
|
70.2K
$716K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
227+ 1.6% |
$2.13K - $2.84K
|
14.4K
$147K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
223+ 0.19% |
$2.1K - $2.79K
|
119K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
216+ 37.63% |
$2.03K - $2.7K
|
790
$8.05K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
197+ 1.51% |
$1.85K - $2.46K
|
13.2K
$135K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
197New |
$1.85K - $2.46K
|
197
$2.01K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
186+ 1.21% |
$1.75K - $2.32K
|
15.6K
$159K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
181+ 11.34% |
$1.7K - $2.26K
|
1.78K
$18.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
181New |
$1.7K - $2.26K
|
181
$1.84K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
179+ 31.68% |
$1.68K - $2.24K
|
744
$7.58K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
167New |
$1.57K - $2.09K
|
167
$1.7K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
161+ 44.11% |
$1.51K - $2.01K
|
526
$5.36K
|