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 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-361- 35.01% |
$3.44K - $5.75K
|
670
$6.81K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-366- 94.57% |
$3.49K - $5.83K
|
21
$213
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-372- 2.27% |
$3.55K - $5.93K
|
16K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-374- 6.83% |
$3.57K - $5.96K
|
5.1K
$51.8K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-375- 0.76% |
$3.58K - $5.98K
|
49K
$498K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-377- 23.65% |
$3.6K - $6.01K
|
1.22K
$12.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-399- 70.12% |
$3.81K - $6.36K
|
170
$1.73K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-403- 3.36% |
$3.84K - $6.42K
|
11.6K
$118K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-410- 2.22% |
$3.91K - $6.54K
|
18K
$183K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-411- 2.93% |
$3.92K - $6.55K
|
13.6K
$138K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-433- 8.4% |
$4.13K - $6.9K
|
4.72K
$48K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-441- 17.45% |
$4.21K - $7.03K
|
2.09K
$21.2K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-443- 60.94% |
$4.23K - $7.06K
|
284
$2.89K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-458- 4.34% |
$4.37K - $7.3K
|
10.1K
$103K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-463- 11.21% |
$4.42K - $7.38K
|
3.67K
$37.3K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-472- 2.67% |
$4.5K - $7.52K
|
17.2K
$175K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-483- 3.41% |
$4.61K - $7.7K
|
13.7K
$139K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-483- 9.54% |
$4.61K - $7.7K
|
4.58K
$46.6K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-484- 6.28% |
$4.62K - $7.71K
|
7.22K
$73.4K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-492- 4.31% |
$4.69K - $7.84K
|
10.9K
$111K
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-494Closed |
$4.71K - $7.87K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-497- 1.07% |
$4.74K - $7.92K
|
46.1K
$469K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-497- 0.41% |
$4.74K - $7.92K
|
121K
$1.23M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-498- 80.71% |
$4.75K - $7.94K
|
119
$1.21K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-499- 53.43% |
$4.76K - $7.95K
|
435
$4.42K
|
|
|
May 01, 2023
Q1 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-509- 0.71% |
$4.86K - $8.11K
|
71.5K
$727K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-510- 19.49% |
$4.87K - $8.13K
|
2.11K
$21.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-518- 3.86% |
$4.94K - $8.26K
|
12.9K
$131K
|
|
|
May 11, 2023
Q1 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-523- 1.59% |
$4.99K - $8.34K
|
32.3K
$328K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-530- 4.49% |
$5.06K - $8.45K
|
11.3K
$114K
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-535- 1.97% |
$5.1K - $8.53K
|
26.6K
$270K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-536- 0.68% |
$5.11K - $8.54K
|
78.6K
$799K
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-542- 4.49% |
$5.17K - $8.64K
|
11.5K
$117K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-546- 23.33% |
$5.21K - $8.7K
|
1.79K
$18.2K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-549- 1.91% |
$5.24K - $8.75K
|
28.3K
$287K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-564- 3.02% |
$5.38K - $8.99K
|
18.1K
$184K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-567- 10.34% |
$5.41K - $9.04K
|
4.92K
$49.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-571- 4.9% |
$5.45K - $9.1K
|
11.1K
$113K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-581- 4.48% |
$5.54K - $9.26K
|
12.4K
$126K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-595- 36.17% |
$5.68K - $9.48K
|
1.05K
$10.7K
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-600- 1.67% |
$5.72K - $9.56K
|
35.2K
$358K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-603- 33.46% |
$5.75K - $9.61K
|
1.2K
$12.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-631- 52.72% |
$6.02K - $10.1K
|
566
$5.75K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-656- 5.21% |
$6.26K - $10.5K
|
11.9K
$121K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-656- 5.21% |
$6.26K - $10.5K
|
11.9K
$121K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-661- 3.24% |
$6.31K - $10.5K
|
19.8K
$201K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-664- 19.39% |
$6.33K - $10.6K
|
2.76K
$28K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-668- 2.94% |
$6.37K - $10.6K
|
22.1K
$224K
|
|
|
May 08, 2023
Q1 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-675- 1.71% |
$6.44K - $10.8K
|
38.8K
$394K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-679- 1.22% |
$6.48K - $10.8K
|
55K
$559K
|