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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
92
shares
|
$1,000
0.0% of portfolio
|
Q3 2024
Reduced 32.35%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
90
shares
|
$979
0.0% of portfolio
|
Q1 2024
Reduced 79.55%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
90
shares
|
$979
0.0% of portfolio
|
Q3 2024
Reduced 97.86%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
87
shares
|
$946
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
87
shares
|
$946
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
85
shares
|
$924
0.0% of portfolio
|
Q4 2023
Reduced 89.51%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
81
shares
|
$881
0.0% of portfolio
|
Q2 2024
Reduced 53.71%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
79
shares
|
$859
0.0% of portfolio
|
Q1 2024
Reduced 37.8%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
77
shares
|
$837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
75
shares
|
$816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
74
shares
|
$805
0.0% of portfolio
|
Q3 2023
Reduced 99.28%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
72
shares
|
$783
0.0% of portfolio
|
Q3 2022
Reduced 53.25%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
72
shares
|
$783
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
72
shares
|
$783
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
72
shares
|
$783
0.0% of portfolio
|
Q1 2024
Reduced 73.53%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
71
shares
|
$772
0.0% of portfolio
|
Q3 2023
Reduced 77.24%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
71
shares
|
$772
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
70
shares
|
$761
0.0% of portfolio
|
Q3 2024
Added 600.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
70
shares
|
$761
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
66
shares
|
$718
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
60
shares
|
$652
0.0% of portfolio
|
Q3 2024
Reduced 55.88%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
59
shares
|
$641
0.0% of portfolio
|
Q3 2024
Reduced 35.87%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
53
shares
|
$576
0.0% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
53
shares
|
$576
0.0% of portfolio
|
Q2 2024
Reduced 61.31%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
52
shares
|
$565
0.0% of portfolio
|
Q2 2024
Reduced 100.0%
|