Purchases and Sales Made in Q1 2023 in Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD) during Q1 2023. The information is specifically focused on institutions that hold shares of Warner Bros. Discovery, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
201+ 6.49% |
$1.92K - $3.2K
|
3.3K
$33.5K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
200New |
$1.91K - $3.19K
|
200
$2.03K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
193+ 5.41% |
$1.84K - $3.08K
|
3.76K
$38.2K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
189+ 252.0% |
$1.8K - $3.01K
|
264
$2.68K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
180New |
$1.72K - $2.87K
|
180
$1.83K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
172New |
$1.64K - $2.74K
|
172
$1.75K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
165+ 1.33% |
$1.57K - $2.63K
|
12.6K
$128K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
160+ 1.4% |
$1.53K - $2.55K
|
11.6K
$118K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
149+ 3.83% |
$1.42K - $2.38K
|
4.04K
$41K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
139New |
$1.33K - $2.22K
|
139
$1.41K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
136+ 33.5% |
$1.3K - $2.17K
|
542
$5.51K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
133+ 1.21% |
$1.27K - $2.12K
|
11.1K
$113K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
121+ 8.5% |
$1.15K - $1.93K
|
1.55K
$15.7K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
121New |
$1.15K - $1.93K
|
121
$1.23K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
120+ 129.03% |
$1.14K - $1.91K
|
213
$2.16K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
120+ 0.89% |
$1.14K - $1.91K
|
13.6K
$139K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
117+ 0.31% |
$1.12K - $1.86K
|
37.3K
$379K
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
113New |
$1.08K - $1.8K
|
113
$1.15K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
104New |
$992 - $1.66K
|
104
$1.06K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
103+ 234.09% |
$983 - $1.64K
|
147
$1.49K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
102+ 850.0% |
$973 - $1.63K
|
114
$1.16K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100New |
$954 - $1.59K
|
100
$1.02K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
99+ 19.88% |
$944 - $1.58K
|
597
$6.07K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
96+ 3.29% |
$916 - $1.53K
|
3.02K
$30.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
93+ 30.39% |
$887 - $1.48K
|
399
$4.05K
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
87New |
$830 - $1.39K
|
87
$884
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
84+ 75.0% |
$801 - $1.34K
|
196
$1.99K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
77+ 1.86% |
$735 - $1.23K
|
4.22K
$42.8K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
74+ 0.62% |
$706 - $1.18K
|
12K
$122K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
74+ 40.0% |
$706 - $1.18K
|
259
$2.63K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
72+ 2.06% |
$687 - $1.15K
|
3.56K
$36.2K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
71New |
$677 - $1.13K
|
71
$721
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
71New |
$677 - $1.13K
|
71
$721
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
62+ 775.0% |
$591 - $988
|
70
$711
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
51+ 14.09% |
$487 - $813
|
413
$4.2K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
50+ 2.5% |
$477 - $797
|
2.05K
$20.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
47+ 97.92% |
$448 - $749
|
95
$965
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
46+ 0.36% |
$439 - $733
|
12.7K
$129K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
44New |
$420 - $701
|
44
$447
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
42+ 9.19% |
$401 - $669
|
499
$5.07K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
42+ 4.38% |
$401 - $669
|
1K
$10.2K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
41New |
$391 - $654
|
41
$417
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
40+ 5.09% |
$382 - $638
|
826
$8.39K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
39+ 0.35% |
$372 - $622
|
11.3K
$115K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36+ 7.3% |
$343 - $574
|
529
$5.37K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
35+ 15.35% |
$334 - $558
|
263
$2.67K
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
BUY
|
- |
34+ 0.25% |
$324 - $542
|
13.8K
$140K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30+ 7.43% |
$286 - $478
|
434
$4.41K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 0.61% |
$238 - $399
|
4.11K
$41.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
BUY
|
- |
24+ 0.1% |
$229 - $383
|
24.5K
$249K
|