Purchases and Sales Made in Q1 2024 in Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD) during Q1 2024. 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 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
147+ 26.53% |
$1.19K - $1.71K
|
701
$7.37K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
146+ 6.1% |
$1.18K - $1.7K
|
2.54K
$26.7K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
144+ 3.88% |
$1.17K - $1.68K
|
3.85K
$40.5K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
134+ 74.03% |
$1.09K - $1.56K
|
315
$3.31K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
129+ 3.18% |
$1.05K - $1.5K
|
4.19K
$44K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
127New |
$1.03K - $1.48K
|
127
$1.33K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
122+ 13.17% |
$989 - $1.42K
|
1.05K
$11K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
120New |
$973 - $1.4K
|
120
$1.26K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
107+ 17.31% |
$868 - $1.25K
|
725
$7.62K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
101+ 7.11% |
$819 - $1.18K
|
1.52K
$16K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
100New |
$811 - $1.17K
|
100
$1.05K
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
89+ 0.22% |
$722 - $1.04K
|
40.8K
$429K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
89+ 53.94% |
$722 - $1.04K
|
254
$2.67K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83+ 31.44% |
$673 - $968
|
347
$3.65K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
81+ 0.81% |
$657 - $944
|
10.1K
$106K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
80New |
$649 - $933
|
80
$841
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
79+ 464.71% |
$641 - $921
|
96
$1.01K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
74New |
$600 - $863
|
74
$778
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
72+ 16.55% |
$584 - $840
|
507
$5.33K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
72New |
$584 - $840
|
72
$757
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
67+ 11.26% |
$543 - $781
|
662
$6.96K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
67+ 20.62% |
$543 - $781
|
392
$4.12K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
65+ 0.05% |
$527 - $758
|
132K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
63+ 1.81% |
$511 - $735
|
3.54K
$37.2K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
61+ 0.06% |
$495 - $711
|
107K
$1.13M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
59+ 0.53% |
$478 - $688
|
11.3K
$118K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
51+ 3.66% |
$414 - $595
|
1.44K
$15.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
51+ 5.77% |
$414 - $595
|
935
$9.83K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
50+ 0.08% |
$406 - $583
|
60.2K
$633K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
45+ 1.18% |
$365 - $525
|
3.85K
$40.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
42+ 2.38% |
$341 - $490
|
1.81K
$19K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
42+ 0.09% |
$341 - $490
|
45.5K
$478K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
40+ 8.97% |
$324 - $466
|
486
$5.11K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
39+ 0.23% |
$316 - $455
|
17.2K
$180K
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
37+ 13.41% |
$300 - $431
|
313
$3.29K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
37New |
$300 - $431
|
37
$389
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
22+ 25.58% |
$178 - $257
|
108
$1.14K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
22New |
$178 - $257
|
22
$231
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
18+ 45.0% |
$146 - $210
|
58
$610
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
17+ 0.7% |
$138 - $198
|
2.44K
$25.6K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
16+ 11.19% |
$130 - $187
|
159
$1.67K
|
|
|
May 13, 2024
Q1 2024
|
Gagnon Securities LLC
|
BUY
|
- |
15+ 0.07% |
$122 - $175
|
21.2K
$223K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
14+ 0.36% |
$114 - $163
|
3.87K
$40.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 0.63% |
$105 - $152
|
2.07K
$21.7K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
12+ 0.03% |
$97.3 - $140
|
46.7K
$491K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 1.03% |
$73 - $105
|
879
$9.24K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7+ 0.04% |
$56.8 - $81.6
|
18.1K
$190K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6+ 33.33% |
$48.7 - $70
|
24
$252
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6New |
$48.7 - $70
|
6
$63.1
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.01% |
$24.3 - $35
|
28.3K
$298K
|