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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-34- 1.61% |
$249 - $421
|
2.07K
$23.2K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
64New |
$469 - $792
|
64
$718
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.06K- 19.16% |
$22.4K - $37.8K
|
12.9K
$145K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.93K+ 19.26% |
$14.1K - $23.9K
|
12K
$134K
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
25.5KNew |
$187K - $315K
|
25.5K
$286K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-453- 13.0% |
$3.32K - $5.6K
|
3.03K
$34K
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
363New |
$2.66K - $4.49K
|
363
$4.07K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-514- 15.61% |
$3.77K - $6.36K
|
2.78K
$31.2K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.08% |
$7.33 - $12.4
|
1.22K
$13.7K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-201- 0.41% |
$1.47K - $2.49K
|
49.4K
$554K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
821New |
$6.02K - $10.2K
|
821
$9.21K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-136- 48.75% |
$997 - $1.68K
|
143
$1.6K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-665- 98.23% |
$4.87K - $8.23K
|
12
$135
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
10New |
$73.3 - $124
|
10
$112
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
173New |
$1.27K - $2.14K
|
173
$1.94K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-93- 3.31% |
$682 - $1.15K
|
2.72K
$30.5K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.4KNew |
$76K - $128K
|
10.4K
$116K
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-116K- 41.44% |
$851K - $1.44M
|
164K
$1.84M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
474New |
$3.47K - $5.86K
|
474
$5.32K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3New |
$22 - $37.1
|
3
$33.7
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-10.5K- 9.64% |
$77K - $130K
|
98.4K
$1.1M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-314- 60.74% |
$2.3K - $3.88K
|
203
$2.28K
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
145+ 0.19% |
$1.06K - $1.79K
|
75.6K
$849K
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.97K+ 12.06% |
$65.7K - $111K
|
83.3K
$935K
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-2.14K- 3.72% |
$15.7K - $26.5K
|
55.4K
$621K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-150- 12.74% |
$1.1K - $1.86K
|
1.03K
$11.5K
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-898- 5.01% |
$6.58K - $11.1K
|
17K
$191K
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
229New |
$1.68K - $2.83K
|
229
$2.57K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-121- 13.07% |
$887 - $1.5K
|
805
$9.03K
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-17.4K- 46.38% |
$127K - $215K
|
20.1K
$226K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.87KNew |
$13.7K - $23.1K
|
1.87K
$20.9K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3- 60.0% |
$22 - $37.1
|
2
$22.4
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
229+ 13.29% |
$1.68K - $2.83K
|
1.95K
$21.9K
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
135+ 12.44% |
$990 - $1.67K
|
1.22K
$13.7K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.54KNew |
$25.9K - $43.8K
|
3.54K
$39.7K
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$58.6 - $99
|
41.1K
$461K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
567New |
$4.16K - $7.01K
|
567
$6.36K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6- 33.33% |
$44 - $74.2
|
12
$135
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
115New |
$843 - $1.42K
|
115
$1.29K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
67New |
$491 - $829
|
67
$752
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
14.2KNew |
$104K - $176K
|
14.2K
$160K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-40- 32.52% |
$293 - $495
|
83
$931
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-36- 10.98% |
$264 - $445
|
292
$3.28K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
33+ 300.0% |
$242 - $408
|
44
$494
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-72- 12.54% |
$528 - $891
|
502
$5.63K
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
6.76K+ 29.07% |
$49.5K - $83.6K
|
30K
$337K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
471+ 1962.5% |
$3.45K - $5.83K
|
495
$5.55K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-514- 82.11% |
$3.77K - $6.36K
|
112
$1.26K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
21New |
$154 - $260
|
21
$236
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-3.82K- 94.56% |
$28K - $47.3K
|
220
$2.47K
|