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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
15.4KNew |
$125K - $180K
|
15.4K
$155K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-48- 37.8% |
$389 - $560
|
79
$794
|
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-52- 55.32% |
$422 - $606
|
42
$422
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-205- 8.3% |
$1.66K - $2.39K
|
2.27K
$22.8K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$10.6K - $15.2K
|
1.31K
$13.1K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.58K- 12.72% |
$12.8K - $18.4K
|
10.8K
$109K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.4K- 5.37% |
$27.6K - $39.7K
|
59.9K
$602K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 22.76% |
$23.5K - $33.8K
|
9.84K
$98.9K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.12KNew |
$9.08K - $13K
|
1.12K
$11.2K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
7.4KNew |
$60K - $86.2K
|
7.4K
$74.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6+ 33.33% |
$48.7 - $70
|
24
$241
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-145- 54.72% |
$1.18K - $1.69K
|
120
$1.21K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-6.36K- 33.53% |
$51.6K - $74.2K
|
12.6K
$127K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-7- 0.46% |
$56.8 - $81.6
|
1.52K
$15.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-2.02K- 11.52% |
$16.4K - $23.5K
|
15.5K
$156K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
174+ 1.74% |
$1.41K - $2.03K
|
10.2K
$102K
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
SELL
|
- |
-15K- 35.29% |
$122K - $175K
|
27.5K
$276K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.6KNew |
$85.8K - $123K
|
10.6K
$106K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-200- 73.53% |
$1.62K - $2.33K
|
72
$724
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
574New |
$4.66K - $6.69K
|
574
$5.77K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
388New |
$3.15K - $4.52K
|
388
$3.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-923- 1.42% |
$7.49K - $10.8K
|
64.3K
$646K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.72K+ 51.94% |
$62.6K - $90K
|
22.6K
$227K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-3- 12.5% |
$24.3 - $35
|
21
$211
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
5.5KNew |
$44.6K - $64.1K
|
5.5K
$55.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$85K - $122K
|
10.5K
$105K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-140- 21.71% |
$1.14K - $1.63K
|
505
$5.08K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.63K- 9.73% |
$13.2K - $18.9K
|
15.1K
$152K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
59.8KNew |
$485K - $697K
|
59.8K
$601K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
67+ 11.26% |
$543 - $781
|
662
$6.65K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-103K- 88.7% |
$835K - $1.2M
|
13.1K
$132K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-130K- 98.11% |
$1.05M - $1.52M
|
2.5K
$25.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
103KNew |
$836K - $1.2M
|
103K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
289New |
$2.34K - $3.37K
|
289
$2.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-559- 3.93% |
$4.53K - $6.52K
|
13.7K
$137K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-7.22K- 39.44% |
$58.6K - $84.2K
|
11.1K
$111K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6New |
$48.7 - $70
|
6
$60.3
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-76- 38.58% |
$616 - $886
|
121
$1.22K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-7- 3.14% |
$56.8 - $81.6
|
216
$2.17K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
74New |
$600 - $863
|
74
$744
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.15K- 1.93% |
$41.8K - $60.1K
|
261K
$2.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-22.5K- 6.04% |
$183K - $263K
|
350K
$3.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.29KNew |
$10.5K - $15.1K
|
1.29K
$13K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-909- 76.71% |
$7.37K - $10.6K
|
276
$2.77K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
127New |
$1.03K - $1.48K
|
127
$1.28K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.1KNew |
$114K - $164K
|
14.1K
$142K
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-21.3K- 29.98% |
$173K - $249K
|
49.8K
$501K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
43K+ 22.63% |
$348K - $501K
|
233K
$2.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
22.6KNew |
$184K - $264K
|
22.6K
$228K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
45KNew |
$365K - $525K
|
45K
$452K
|