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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
665
shares
|
$7,235
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
662
shares
|
$7,202
0.0% of portfolio
|
Q1 2024
Added 11.26%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
650
shares
|
$7,072
0.01% of portfolio
|
Q3 2022
Reduced 53.67%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
627
shares
|
$6,821
0.0% of portfolio
|
Q2 2024
Added 36.9%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
626
shares
|
$6,810
0.0% of portfolio
|
Q3 2024
Added 458.93%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
625
shares
|
$6,800
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
619
shares
|
$6,734
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
615
shares
|
$6,691
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
597
shares
|
$6,495
0.0% of portfolio
|
Q2 2024
Reduced 9.13%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
597
shares
|
$6,495
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
586
shares
|
$6,375
0.0% of portfolio
|
Q2 2024
Added 681.33%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
579
shares
|
$6,299
0.0% of portfolio
|
Q1 2024
Reduced 19.25%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
575
shares
|
$6,256
0.0% of portfolio
|
Q3 2024
Added 21.82%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
574
shares
|
$6,245
0.0% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
572
shares
|
$6,223
0.0% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
564
shares
|
$6,136
0.0% of portfolio
|
Q3 2024
Reduced 48.91%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
561
shares
|
$6,103
0.0% of portfolio
|
Q4 2023
Reduced 3.94%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
530
shares
|
$5,766
0.0% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
517
shares
|
$5,624
0.0% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
509
shares
|
$5,537
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
505
shares
|
$5,494
0.0% of portfolio
|
Q1 2024
Reduced 21.71%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
500
shares
|
$5,440
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
498
shares
|
$5,418
0.0% of portfolio
|
Q3 2023
Reduced 89.46%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
495
shares
|
$5,385
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
487
shares
|
$5,298
0.0% of portfolio
|
Q2 2024
Added 1148.72%
|