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 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-57- 0.05% |
$462 - $665
|
113K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-60- 0.04% |
$487 - $700
|
149K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-60- 61.86% |
$487 - $700
|
37
$389
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-61- 85.92% |
$495 - $711
|
10
$105
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-61- 3.43% |
$495 - $711
|
1.72K
$18K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-64- 16.08% |
$519 - $746
|
334
$3.51K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-65- 11.8% |
$527 - $758
|
486
$5.11K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-68- 4.96% |
$551 - $793
|
1.3K
$13.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-72- 13.58% |
$584 - $840
|
458
$4.81K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-72- 0.6% |
$584 - $840
|
11.9K
$125K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-76- 38.58% |
$616 - $886
|
121
$1.27K
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-76- 0.44% |
$616 - $886
|
17.3K
$182K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-81- 17.49% |
$657 - $944
|
382
$4.01K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-81- 9.38% |
$657 - $944
|
783
$8.23K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-84- 2.39% |
$681 - $979
|
3.44K
$36.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-84- 28.57% |
$681 - $979
|
210
$2.21K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-84- 54.19% |
$681 - $979
|
71
$746
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-89- 0.67% |
$722 - $1.04K
|
13.1K
$138K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-95- 0.91% |
$770 - $1.11K
|
10.3K
$108K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-100- 0.6% |
$811 - $1.17K
|
16.7K
$175K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-113- 46.89% |
$916 - $1.32K
|
128
$1.35K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-114- 1.85% |
$925 - $1.33K
|
6.06K
$63.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-116- 14.39% |
$941 - $1.35K
|
690
$7.25K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-117- 0.54% |
$949 - $1.36K
|
21.5K
$226K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-119- 74.84% |
$965 - $1.39K
|
40
$420
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-125- 15.82% |
$1.01K - $1.46K
|
665
$6.99K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-134- 15.19% |
$1.09K - $1.56K
|
748
$7.86K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-138- 19.25% |
$1.12K - $1.61K
|
579
$6.09K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-140- 21.71% |
$1.14K - $1.63K
|
505
$5.31K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-145- 5.66% |
$1.18K - $1.69K
|
2.42K
$25.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-145- 54.72% |
$1.18K - $1.69K
|
120
$1.26K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-153- 47.66% |
$1.24K - $1.78K
|
168
$1.77K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-153- 4.13% |
$1.24K - $1.78K
|
3.55K
$37.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-153- 29.09% |
$1.24K - $1.78K
|
373
$3.92K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-155- 10.87% |
$1.26K - $1.81K
|
1.27K
$13.4K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-155- 16.79% |
$1.26K - $1.81K
|
768
$8.07K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-158- 20.9% |
$1.28K - $1.84K
|
598
$6.28K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-158- 6.38% |
$1.28K - $1.84K
|
2.32K
$24.4K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-164- 0.01% |
$1.33K - $1.91K
|
1.11M
$11.7M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-165- 43.19% |
$1.34K - $1.92K
|
217
$2.28K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-171- 9.94% |
$1.39K - $1.99K
|
1.55K
$16.3K
|
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-174- 1.38% |
$1.41K - $2.03K
|
12.5K
$131K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-177- 1.33% |
$1.44K - $2.06K
|
13.2K
$138K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-181- 0.57% |
$1.47K - $2.11K
|
31.7K
$333K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-193- 48.49% |
$1.57K - $2.25K
|
205
$2.15K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-198- 35.93% |
$1.61K - $2.31K
|
353
$3.71K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-198- 28.99% |
$1.61K - $2.31K
|
485
$5.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-200- 73.53% |
$1.62K - $2.33K
|
72
$757
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-203- 57.51% |
$1.65K - $2.37K
|
150
$1.58K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-205- 23.78% |
$1.66K - $2.39K
|
657
$6.91K
|