Latest Institutional Transactions on Warner Bros. Discovery, Inc. (WBD)
This table provides information on the latest institutional transactions involving Warner Bros. Discovery, Inc. (WBD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-985- 4.43% |
$9.33K - $11.3K
|
21.2K
$238K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.37K+ 11.23% |
$22.4K - $27.2K
|
23.5K
$263K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
20.4K+ 4.02% |
$194K - $234K
|
529K
$5.94M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
817+ 653.6% |
$7.74K - $9.36K
|
942
$10.6K
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
185K+ 161.58% |
$1.75M - $2.12M
|
300K
$3.37M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.2K- 13.19% |
$30.3K - $36.7K
|
21.1K
$236K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
4.88K+ 1.63% |
$46.2K - $55.9K
|
304K
$3.41M
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
64New |
$606 - $733
|
64
$718
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
4.97KNew |
$47K - $56.9K
|
4.97K
$55.7K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-357- 11.36% |
$3.38K - $4.09K
|
2.79K
$31.2K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
36+ 1.26% |
$341 - $413
|
2.9K
$32.5K
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
778New |
$7.37K - $8.92K
|
778
$8.73K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
73New |
$691 - $837
|
73
$819
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
70+ 152.17% |
$663 - $802
|
116
$1.3K
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
28.4K+ 7.61% |
$269K - $325K
|
401K
$4.5M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-846- 5.64% |
$8.01K - $9.7K
|
14.2K
$159K
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-268- 24.75% |
$2.54K - $3.07K
|
815
$9.14K
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-14.2K- 29.4% |
$134K - $163K
|
34.1K
$382K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.84K+ 11.89% |
$26.9K - $32.6K
|
26.7K
$300K
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.85K- 20.05% |
$17.5K - $21.2K
|
7.37K
$82.7K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
63KNew |
$597K - $722K
|
63K
$707K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-50- 7.81% |
$474 - $573
|
590
$6.62K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
266+ 2.02% |
$2.52K - $3.05K
|
13.4K
$150K
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
387+ 0.98% |
$3.66K - $4.44K
|
39.8K
$447K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.62K+ 8.92% |
$15.3K - $18.5K
|
19.8K
$222K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.94K- 3.84% |
$27.9K - $33.7K
|
73.7K
$826K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
124+ 106.9% |
$1.17K - $1.42K
|
240
$2.69K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-407- 12.22% |
$3.85K - $4.66K
|
2.92K
$32.8K
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.03K- 9.43% |
$47.6K - $57.6K
|
48.3K
$542K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.46K+ 9.79% |
$23.3K - $28.1K
|
27.5K
$309K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-834- 99.52% |
$7.9K - $9.56K
|
4
$44.9
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
274New |
$2.01K - $3.39K
|
274
$3.07K
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-6- 2.06% |
$44 - $74.2
|
285
$3.2K
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.4KNew |
$76.1K - $128K
|
10.4K
$117K
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.58M- 14.49% |
$11.6M - $19.5M
|
9.32M
$105M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
136K+ 40.43% |
$995K - $1.68M
|
471K
$5.29M
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10.9KNew |
$79.9K - $135K
|
10.9K
$122K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-518K- 11.0% |
$3.8M - $6.41M
|
4.19M
$47M
|
|
May 13, 2025
Q4 2024
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$85K - $143K
|
11.6K
$130K
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
54New |
$396 - $668
|
54
$606
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-293- 7.5% |
$2.15K - $3.62K
|
3.62K
$40.6K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
228New |
$1.67K - $2.82K
|
228
$2.56K
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
18.2KNew |
$134K - $226K
|
18.2K
$205K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
129New |
$946 - $1.6K
|
129
$1.45K
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
616New |
$4.52K - $7.62K
|
616
$6.91K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-124- 3.26% |
$909 - $1.53K
|
3.68K
$41.3K
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5.19K- 9.2% |
$38K - $64.2K
|
51.2K
$574K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.22K- 14.16% |
$67.6K - $114K
|
55.9K
$628K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.04K- 28.01% |
$29.6K - $50K
|
10.4K
$116K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|