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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
149
shares
|
$1,621
0.0% of portfolio
|
Q3 2024
Added 246.51%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
145
shares
|
$1,577
0.0% of portfolio
|
Q2 2024
Reduced 62.44%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
145
shares
|
$1,577
0.0% of portfolio
|
Q2 2024
Reduced 57.1%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
144
shares
|
$1,566
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
142
shares
|
$1,544
0.0% of portfolio
|
Q1 2024
Added 2.16%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
141
shares
|
$1,534
0.0% of portfolio
|
Q3 2024
Reduced 45.98%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
136
shares
|
$1,479
0.0% of portfolio
|
Q3 2024
Reduced 97.49%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
130
shares
|
$1,414
0.0% of portfolio
|
Q3 2024
Reduced 97.94%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
124
shares
|
$1,349
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
123
shares
|
$1,338
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
121
shares
|
$1,316
0.0% of portfolio
|
Q1 2024
Reduced 38.58%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
120
shares
|
$1,305
0.0% of portfolio
|
Q2 2024
Reduced 77.94%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
120
shares
|
$1,305
0.0% of portfolio
|
Q1 2024
Reduced 54.72%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
119
shares
|
$1,294
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
112
shares
|
$1,218
0.0% of portfolio
|
Q2 2024
Reduced 81.85%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
112
shares
|
$1,218
0.0% of portfolio
|
Q3 2024
Reduced 68.27%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
111
shares
|
$1,207
0.0% of portfolio
|
Q2 2024
Reduced 12.6%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
106
shares
|
$1,153
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
104
shares
|
$1,131
0.0% of portfolio
|
Q1 2024
Reduced 18.75%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
103
shares
|
$1,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
100
shares
|
$1,088
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
100
shares
|
$1,088
0.0% of portfolio
|
Q2 2024
Added 38.89%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
96
shares
|
$1,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
96
shares
|
$1,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
94
shares
|
$1,022
0.0% of portfolio
|
Q3 2024
Added 30.56%
|