Latest Institutional Purchases of Warner Bros. Discovery, Inc. (WBD)
This list provides information on the latest institutional transactions involving Warner Bros. Discovery, Inc. (WBD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.09K+ 47.37% |
$76.1K - $101K
|
25.2K
$255K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.86KNew |
$55K - $73.1K
|
5.86K
$59.2K
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.88K+ 16.59% |
$36.5K - $48.4K
|
27.3K
$276K
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
2.87KNew |
$26.9K - $35.8K
|
2.87K
$29K
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.83K+ 17.21% |
$26.6K - $35.4K
|
19.3K
$195K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.03KNew |
$19.1K - $25.4K
|
2.03K
$20.5K
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.91K+ 18.47% |
$18K - $23.9K
|
12.3K
$124K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.57KNew |
$14.8K - $19.6K
|
1.57K
$15.9K
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 4.05% |
$11.2K - $14.9K
|
30.7K
$310K
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 1.84% |
$9.64K - $12.8K
|
56.8K
$575K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
1KNew |
$9.4K - $12.5K
|
1K
$10.1K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
952+ 7.38% |
$8.95K - $11.9K
|
13.8K
$140K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
907New |
$8.53K - $11.3K
|
907
$9.17K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
886New |
$8.33K - $11.1K
|
886
$8.96K
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
830+ 4.89% |
$7.8K - $10.4K
|
17.8K
$180K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
812New |
$7.63K - $10.1K
|
812
$8.21K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
805+ 28.75% |
$7.57K - $10.1K
|
3.61K
$36.4K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
800New |
$7.52K - $9.99K
|
800
$8.09K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
776New |
$7.29K - $9.69K
|
776
$7.85K
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
731New |
$6.87K - $9.13K
|
731
$7.39K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
674New |
$6.34K - $8.42K
|
674
$6.81K
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
521+ 3.93% |
$4.9K - $6.51K
|
13.8K
$139K
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
463+ 4.53% |
$4.35K - $5.78K
|
10.7K
$108K
|
|
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
$4.31K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
371New |
$3.49K - $4.63K
|
371
$3.75K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
330New |
$3.1K - $4.12K
|
330
$3.34K
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
330New |
$3.1K - $4.12K
|
330
$3.34K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
327+ 3.27% |
$3.07K - $4.08K
|
10.3K
$104K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
279New |
$2.62K - $3.48K
|
279
$2.82K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
272+ 388.57% |
$2.56K - $3.4K
|
342
$3.46K
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
242New |
$2.27K - $3.02K
|
242
$2.45K
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
240New |
$2.26K - $3K
|
240
$2.43K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
231+ 2.3% |
$2.17K - $2.89K
|
10.3K
$104K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
197+ 1.51% |
$1.85K - $2.46K
|
13.2K
$134K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
186+ 1.21% |
$1.75K - $2.32K
|
15.6K
$157K
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
159New |
$1.49K - $1.99K
|
159
$1.61K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
119+ 23.8% |
$1.12K - $1.49K
|
619
$6.26K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
107New |
$1.01K - $1.34K
|
107
$1.08K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
99New |
$931 - $1.24K
|
99
$1K
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
98New |
$921 - $1.22K
|
98
$991
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
76+ 0.72% |
$714 - $949
|
10.7K
$108K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
75New |
$705 - $937
|
75
$758
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
68New |
$639 - $849
|
68
$687
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
39New |
$367 - $487
|
39
$394
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
37New |
$348 - $462
|
37
$374
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
25+ 104.17% |
$235 - $312
|
49
$495
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
15New |
$141 - $187
|
15
$152
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
10+ 22.73% |
$94 - $125
|
54
$546
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
4+ 2.52% |
$37.6 - $50
|
163
$1.65K
|