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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3+ 2.16% |
$24.3 - $35
|
142
$1.49K
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$8.11 - $11.7
|
26
$273
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1- 1.37% |
$8.11 - $11.7
|
72
$757
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 0.12% |
$16.2 - $23.3
|
1.67K
$17.6K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 1.34% |
$16.2 - $23.3
|
147
$1.54K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 0.17% |
$16.2 - $23.3
|
1.17K
$12.3K
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-3- 12.5% |
$24.3 - $35
|
21
$221
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-4- 0.13% |
$32.4 - $46.6
|
3.12K
$32.8K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-5- 2.78% |
$40.6 - $58.3
|
175
$1.84K
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-5- 1.64% |
$40.6 - $58.3
|
299
$3.14K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 1.27% |
$40.6 - $58.3
|
388
$4.08K
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-6- 0.28% |
$48.7 - $70
|
2.13K
$22.4K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.26% |
$48.7 - $70
|
2.33K
$24.5K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6- 7.59% |
$48.7 - $70
|
73
$767
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-6- 0.22% |
$48.7 - $70
|
2.67K
$28.1K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-7- 3.14% |
$56.8 - $81.6
|
216
$2.27K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-7- 0.46% |
$56.8 - $81.6
|
1.52K
$15.9K
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-8- 88.89% |
$64.9 - $93.3
|
1
$10.5
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12- 2.35% |
$97.3 - $140
|
499
$5.24K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12- 0.01% |
$97.3 - $140
|
123K
$1.29M
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-12- 80.0% |
$97.3 - $140
|
3
$31.5
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-13- 1.48% |
$105 - $152
|
868
$9.12K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-14- 8.38% |
$114 - $163
|
153
$1.61K
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-14- 0.05% |
$114 - $163
|
29.3K
$308K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-15- 0.16% |
$122 - $175
|
9.34K
$98.1K
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-17- 0.06% |
$138 - $198
|
26.8K
$281K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-19- 2.6% |
$154 - $222
|
711
$7.47K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-24- 3.21% |
$195 - $280
|
723
$7.6K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-24- 18.75% |
$195 - $280
|
104
$1.09K
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-24- 1.01% |
$195 - $280
|
2.35K
$24.6K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-24- 0.36% |
$195 - $280
|
6.57K
$69K
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-24- 3.93% |
$195 - $280
|
586
$6.16K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-31- 2.36% |
$251 - $361
|
1.28K
$13.5K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-31- 81.58% |
$251 - $361
|
7
$73.6
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-35- 7.22% |
$284 - $408
|
450
$4.73K
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-36- 1.49% |
$292 - $420
|
2.37K
$24.9K
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-37- 3.29% |
$300 - $431
|
1.09K
$11.4K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-37- 1.41% |
$300 - $431
|
2.59K
$27.3K
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-37- 80.43% |
$300 - $431
|
9
$94.6
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-39- 1.48% |
$316 - $455
|
2.6K
$27.4K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-40- 8.64% |
$324 - $466
|
423
$4.45K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-41- 8.52% |
$333 - $478
|
440
$4.62K
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-42- 0.32% |
$341 - $490
|
13K
$136K
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-45- 5.21% |
$365 - $525
|
818
$8.6K
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-46- 0.39% |
$373 - $536
|
11.8K
$124K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-48- 1.93% |
$389 - $560
|
2.44K
$25.6K
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-48- 37.8% |
$389 - $560
|
79
$830
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-52- 55.32% |
$422 - $606
|
42
$441
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-52- 6.99% |
$422 - $606
|
692
$7.27K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-55- 55.56% |
$446 - $641
|
44
$462
|