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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
52
shares
|
$565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
46
shares
|
$500
0.0% of portfolio
|
Q2 2024
Reduced 20.69%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
46
shares
|
$500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
44
shares
|
$478
0.0% of portfolio
|
Q3 2023
Reduced 70.07%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
42
shares
|
$456
0.0% of portfolio
|
Q3 2024
Reduced 93.65%
|
|
|
Boit C F David
Boston, MA |
Oct 07, 2024 Q3 2024 |
42
shares
|
$456
0.0% of portfolio
|
Q1 2024
Reduced 55.32%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
41
shares
|
$446
0.0% of portfolio
|
Q3 2024
Reduced 25.45%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
41
shares
|
$446
0.0% of portfolio
|
Q2 2024
Reduced 90.77%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
40
shares
|
$435
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
37
shares
|
$402
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
37
shares
|
$402
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
36
shares
|
$391
0.0% of portfolio
|
Q3 2024
Reduced 46.27%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
34
shares
|
$369
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
30
shares
|
$326
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
28
shares
|
$304
0.0% of portfolio
|
Q2 2024
Reduced 80.95%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
25
shares
|
$272
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
24
shares
|
$261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
24
shares
|
$261
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
24
shares
|
$261
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
24
shares
|
$261
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
24
shares
|
$261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
24
shares
|
$261
0.0% of portfolio
|
Q3 2024
Reduced 22.58%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
24
shares
|
$261
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
22
shares
|
$239
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
21
shares
|
$228
0.0% of portfolio
|
Q4 2023
Reduced 95.04%
|