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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.3KNew |
$146K - $245K
|
15.3K
$155K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.1KNew |
$144K - $241K
|
15.1K
$153K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.9KNew |
$142K - $237K
|
14.9K
$150K
|
|
|
May 05, 2023
Q1 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
14.7KNew |
$140K - $235K
|
14.7K
$149K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14.6KNew |
$140K - $233K
|
14.6K
$148K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.4K+ 5.56% |
$137K - $229K
|
273K
$2.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
14.3KNew |
$137K - $229K
|
14.3K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$135K - $226K
|
14.2K
$143K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.2K+ 8.55% |
$135K - $226K
|
180K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
14K+ 411.62% |
$134K - $223K
|
17.4K
$176K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14K+ 306.74% |
$133K - $223K
|
18.5K
$187K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
13.9KNew |
$132K - $221K
|
13.9K
$140K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13.8K+ 5.13% |
$132K - $221K
|
284K
$2.87M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
13.8K+ 1.01% |
$132K - $220K
|
1.38M
$13.9M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$127K - $212K
|
13.3K
$134K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
13KNew |
$124K - $208K
|
13K
$132K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.8K+ 62.07% |
$123K - $205K
|
33.5K
$339K
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
12.6K+ 3.89% |
$120K - $200K
|
336K
$3.39M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
12.5KNew |
$120K - $200K
|
12.5K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.2K+ 106.06% |
$117K - $195K
|
23.8K
$240K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.2KNew |
$117K - $195K
|
12.2K
$123K
|
|
|
Apr 13, 2023
Q1 2023
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
12.2K+ 1.05% |
$116K - $194K
|
1.17M
$11.9M
|
|
|
May 11, 2023
Q1 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
12.1K+ 75.52% |
$116K - $194K
|
28.2K
$285K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12.1KNew |
$116K - $193K
|
12.1K
$122K
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
12K+ 13.43% |
$114K - $191K
|
101K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
11.9K+ 4.16% |
$114K - $190K
|
299K
$3.02M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.8K+ 0.43% |
$113K - $188K
|
2.73M
$27.6M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.7KNew |
$112K - $187K
|
11.7K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
11.6K+ 70.0% |
$111K - $185K
|
28.2K
$285K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
11.6K+ 2.74% |
$110K - $185K
|
433K
$4.38M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
11.3KNew |
$107K - $179K
|
11.3K
$114K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.2K+ 53.41% |
$107K - $178K
|
32.1K
$324K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
11K+ 56.69% |
$105K - $175K
|
30.3K
$306K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
10.9KNew |
$104K - $174K
|
10.9K
$110K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
10.9KNew |
$104K - $174K
|
10.9K
$110K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
10.9K+ 6.3% |
$104K - $174K
|
184K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.9KNew |
$104K - $174K
|
10.9K
$110K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
10.9K+ 162.35% |
$104K - $173K
|
17.6K
$177K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
10.9KNew |
$104K - $173K
|
10.9K
$110K
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
10.8KNew |
$103K - $172K
|
10.8K
$109K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
10.7KNew |
$102K - $171K
|
10.7K
$108K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
BUY
|
- |
10.6KNew |
$101K - $169K
|
10.6K
$107K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.4K+ 55.18% |
$98.9K - $165K
|
29.2K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.3KNew |
$98.2K - $164K
|
10.3K
$104K
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
10.2KNew |
$97K - $162K
|
10.2K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.1KNew |
$96.7K - $162K
|
10.1K
$102K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
9.9K+ 6.78% |
$94.5K - $158K
|
156K
$1.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.88K+ 38.29% |
$94.3K - $158K
|
35.7K
$360K
|
|
|
Apr 10, 2023
Q1 2023
|
Gagnon Securities LLC
|
BUY
|
- |
9.78K+ 74.91% |
$93.3K - $156K
|
22.8K
$231K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.62K+ 157.39% |
$91.8K - $153K
|
15.7K
$159K
|