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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 5.26% |
$477 - $797
|
900
$9.14K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-54- 20.93% |
$515 - $861
|
204
$2.07K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-56- 17.23% |
$534 - $893
|
269
$2.73K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-58- 2.87% |
$553 - $925
|
1.96K
$20K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-59- 3.68% |
$563 - $940
|
1.54K
$15.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-61- 41.22% |
$582 - $972
|
87
$884
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-61- 46.21% |
$582 - $972
|
71
$721
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-63- 32.14% |
$601 - $1K
|
133
$1.35K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-64- 2.7% |
$611 - $1.02K
|
2.31K
$23.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-65- 0.5% |
$620 - $1.04K
|
12.9K
$131K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-68- 3.99% |
$649 - $1.08K
|
1.64K
$16.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-71- 4.32% |
$677 - $1.13K
|
1.57K
$16K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-76- 3.39% |
$725 - $1.21K
|
2.17K
$22K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-80- 0.56% |
$763 - $1.28K
|
14.1K
$143K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-80- 1.59% |
$763 - $1.28K
|
4.95K
$50.3K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-81- 1.1% |
$773 - $1.29K
|
7.29K
$74.1K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-83- 5.94% |
$792 - $1.32K
|
1.32K
$13.4K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-84- 4.05% |
$801 - $1.34K
|
1.99K
$20.2K
|
|
|
May 12, 2023
Q1 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-84- 0.68% |
$801 - $1.34K
|
12.3K
$125K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-88- 1.49% |
$840 - $1.4K
|
5.82K
$59.2K
|
|
|
May 15, 2023
Q1 2023
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-90- 0.03% |
$859 - $1.43K
|
274K
$2.79M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-93- 6.26% |
$887 - $1.48K
|
1.39K
$14.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-96- 11.07% |
$916 - $1.53K
|
771
$7.83K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-97- 0.06% |
$925 - $1.55K
|
176K
$1.78M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-98- 0.52% |
$935 - $1.56K
|
18.9K
$192K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-103- 4.86% |
$983 - $1.64K
|
2.02K
$20.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-113- 0.18% |
$1.08K - $1.8K
|
62.2K
$632K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-116- 0.12% |
$1.11K - $1.85K
|
98.7K
$1M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-118- 4.18% |
$1.13K - $1.88K
|
2.71K
$27.5K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-118- 4.18% |
$1.13K - $1.88K
|
2.71K
$27.5K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-119- 11.01% |
$1.14K - $1.9K
|
962
$9.77K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-121- 3.39% |
$1.15K - $1.93K
|
3.45K
$35K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-122- 11.02% |
$1.16K - $1.94K
|
985
$10K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-123- 4.36% |
$1.17K - $1.96K
|
2.7K
$27.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-124- 4.94% |
$1.18K - $1.98K
|
2.38K
$24.2K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-124- 0.42% |
$1.18K - $1.98K
|
29.5K
$299K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-125- 0.49% |
$1.19K - $1.99K
|
25.5K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-125- 0.07% |
$1.19K - $1.99K
|
187K
$1.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-130- 19.55% |
$1.24K - $2.07K
|
535
$5.44K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-133- 2.99% |
$1.27K - $2.12K
|
4.31K
$43.8K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-133- 4.66% |
$1.27K - $2.12K
|
2.72K
$27.7K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-133- 0.65% |
$1.27K - $2.12K
|
20.2K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-141- 0.15% |
$1.35K - $2.25K
|
91.9K
$934K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-143- 3.59% |
$1.36K - $2.28K
|
3.84K
$39K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-152Closed |
$1.45K - $2.42K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-154- 54.8% |
$1.47K - $2.45K
|
127
$1.29K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-159- 10.94% |
$1.52K - $2.53K
|
1.3K
$13.2K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-160- 2.21% |
$1.53K - $2.55K
|
7.07K
$71.8K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-160- 1.05% |
$1.53K - $2.55K
|
15.1K
$153K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-160- 11.83% |
$1.53K - $2.55K
|
1.19K
$12.1K
|