Institutional Ownership Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD). We have compiled data on the 1,297 institutions that hold shares in the stock, with a total of 1.36 Billion shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
3,791
shares
|
$41,246
0.01% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
3,773
shares
|
$41,050
0.0% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,708
shares
|
$40,343
0.0% of portfolio
|
Q3 2024
Added 26.99%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,605
shares
|
$39,222
0.0% of portfolio
|
Q4 2023
Added 28.75%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
3,582
shares
|
$38,972
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
3,562
shares
|
$38,754
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,505
shares
|
$38,134
0.0% of portfolio
|
Q3 2024
Reduced 64.01%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
3,484
shares
|
$37,905
0.01% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,475
shares
|
$37,808
0.0% of portfolio
|
Q2 2024
Added 34.01%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,458
shares
|
$37,623
0.04% of portfolio
|
Q3 2023
Reduced 12.03%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,405
shares
|
$37,046
0.0% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
3,370
shares
|
$36,665
0.01% of portfolio
|
Q2 2022
Added 10.56%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
3,334
shares
|
$36,273
0.06% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,293
shares
|
$35,827
0.0% of portfolio
|
Q4 2022
Reduced 32.7%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
3,293
shares
|
$35,827
0.0% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,260
shares
|
$35,468
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
3,134
shares
|
$34,097
0.0% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
3,124
shares
|
$33,989
0.02% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,030
shares
|
$32,966
0.0% of portfolio
|
Q3 2024
Reduced 35.2%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
3,000
shares
|
$32,640
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
2,948
shares
|
$32,074
0.01% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,948
shares
|
$32,074
0.01% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,882
shares
|
$31,356
0.0% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,872
shares
|
$31,247
0.0% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
2,851
shares
|
$31,018
0.01% of portfolio
|
Q3 2024
New holding
|