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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.28K- 48.7% |
$8.92K - $11.2K
|
1.34K
$13.5K
|
|
Jul 15, 2024
Q2 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-16.5K- 32.85% |
$115K - $145K
|
33.8K
$339K
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-665- 31.22% |
$4.65K - $5.85K
|
1.47K
$14.7K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-95- 7.47% |
$664 - $835
|
1.18K
$11.8K
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-26.5K- 17.23% |
$185K - $233K
|
127K
$1.28M
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-51- 5.45% |
$356 - $448
|
884
$8.88K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
47+ 3.77% |
$329 - $413
|
1.3K
$13K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-18.2K- 60.62% |
$127K - $160K
|
11.8K
$119K
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
12.7KNew |
$88.8K - $112K
|
12.7K
$128K
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
67+ 0.04% |
$468 - $589
|
177K
$1.77M
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
211+ 8.67% |
$1.47K - $1.85K
|
2.65K
$26.6K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-119- 80.95% |
$832 - $1.05K
|
28
$281
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-315- 3.04% |
$2.2K - $2.77K
|
10K
$101K
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-90- 6.94% |
$629 - $791
|
1.21K
$12.1K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-36.6K- 72.29% |
$256K - $322K
|
14K
$141K
|
|
Jul 10, 2024
Q2 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-659K- 64.36% |
$4.61M - $5.79M
|
365K
$3.67M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
456New |
$3.19K - $4.01K
|
456
$4.58K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.21KNew |
$8.44K - $10.6K
|
1.21K
$12.1K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-446- 26.36% |
$3.12K - $3.92K
|
1.25K
$12.5K
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2K- 5.23% |
$14K - $17.5K
|
36.2K
$363K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-71- 30.6% |
$496 - $624
|
161
$1.62K
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-18- 4.26% |
$126 - $158
|
405
$4.07K
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-10.8K- 43.94% |
$75.8K - $95.3K
|
13.8K
$139K
|
|
Q1 2024 | |||||||
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4New |
$32.4 - $46.6
|
4
$40.2
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
28New |
$227 - $326
|
28
$281
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 1.27% |
$40.6 - $58.3
|
388
$3.9K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
79+ 464.71% |
$641 - $921
|
96
$965
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-24- 0.36% |
$195 - $280
|
6.57K
$66K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-3.19K- 2.72% |
$25.8K - $37.2K
|
114K
$1.15M
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
16+ 11.19% |
$130 - $187
|
159
$1.6K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-6- 0.22% |
$48.7 - $70
|
2.67K
$26.9K
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-783- 6.54% |
$6.35K - $9.13K
|
11.2K
$112K
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
250KNew |
$2.03M - $2.92M
|
250K
$2.52M
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
5.6KNew |
$45.4K - $65.3K
|
5.6K
$56.3K
|
|
May 15, 2024
Q1 2024
|
Ardmore Road Asset Management LP
New York, NY |
SELL
|
- |
-350K- 50.0% |
$2.84M - $4.08M
|
350K
$3.52M
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
873+ 87.13% |
$7.08K - $10.2K
|
1.88K
$18.8K
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-16K- 33.33% |
$130K - $187K
|
32K
$322K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
878New |
$7.12K - $10.2K
|
878
$8.82K
|
|
May 15, 2024
Q1 2024
|
Bislett Management, LLC
Palo Alto, CA |
BUY
|
- |
50K+ 50.0% |
$406K - $583K
|
150K
$1.51M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
17.2KNew |
$139K - $200K
|
17.2K
$173K
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
101K+ 205.44% |
$818K - $1.18M
|
150K
$1.51M
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.75KNew |
$22.3K - $32K
|
2.75K
$27.6K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.4KNew |
$11.4K - $16.3K
|
1.4K
$14.1K
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-11.1K- 2.63% |
$90.2K - $130K
|
412K
$4.14M
|
|
May 15, 2024
Q1 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
106KNew |
$857K - $1.23M
|
106K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-189K- 20.37% |
$1.53M - $2.2M
|
738K
$7.41M
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
34K+ 317.55% |
$276K - $397K
|
44.7K
$449K
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-139K- 14.18% |
$1.13M - $1.62M
|
843K
$8.47M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-60- 61.86% |
$487 - $700
|
37
$372
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-4- 0.13% |
$32.4 - $46.6
|
3.12K
$31.4K
|