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 |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
331
shares
|
$3,601
0.0% of portfolio
|
Q3 2023
Reduced 77.56%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
330
shares
|
$3,590
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
318
shares
|
$3,459
0.0% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
290
shares
|
$3,155
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
286
shares
|
$3,111
0.0% of portfolio
|
Q3 2024
Added 71.26%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
285
shares
|
$3,100
0.01% of portfolio
|
Q3 2022
Reduced 25.2%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
284
shares
|
$3,089
0.0% of portfolio
|
Q2 2024
Reduced 33.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
279
shares
|
$3,035
0.0% of portfolio
|
Q3 2024
Reduced 39.48%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
279
shares
|
$3,035
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
277
shares
|
$3,013
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
276
shares
|
$3,002
0.0% of portfolio
|
Q1 2024
Reduced 76.71%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
272
shares
|
$2,959
0.0% of portfolio
|
Q2 2024
Reduced 77.5%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
267
shares
|
$2,904
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
267
shares
|
$2,904
0.01% of portfolio
|
Q3 2024
Reduced 73.98%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
258
shares
|
$2,807
0.0% of portfolio
|
Q3 2024
Reduced 39.86%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
258
shares
|
$2,807
0.0% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
251
shares
|
$2,730
0.0% of portfolio
|
Q3 2022
Reduced 32.89%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
247
shares
|
$2,687
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
246
shares
|
$2,676
0.0% of portfolio
|
Q3 2023
Reduced 17.45%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
240
shares
|
$2,611
0.0% of portfolio
|
Q3 2023
Reduced 91.2%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
240
shares
|
$2,611
0.0% of portfolio
|
Q1 2023
Reduced 43.13%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
240
shares
|
$2,611
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
239
shares
|
$2,600
0.0% of portfolio
|
Q2 2024
Reduced 42.82%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
235
shares
|
$2,556
0.0% of portfolio
|
Q3 2024
Reduced 50.63%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
233
shares
|
$2,535
0.0% of portfolio
|
Q4 2022
Added 106.19%
|