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 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-963- 7.85% |
$7.81K - $11.2K
|
11.3K
$116K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-965- 6.46% |
$7.83K - $11.3K
|
14K
$144K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-970- 4.38% |
$7.87K - $11.3K
|
21.2K
$218K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-999- 8.8% |
$8.1K - $11.6K
|
10.4K
$106K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1K- 87.95% |
$8.11K - $11.7K
|
137
$1.41K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.02K- 37.6% |
$8.25K - $11.9K
|
1.69K
$17.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 5.73% |
$8.44K - $12.1K
|
17.1K
$176K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.08K- 4.06% |
$8.79K - $12.6K
|
25.6K
$264K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.09K- 25.27% |
$8.86K - $12.7K
|
3.23K
$33.2K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.1K- 4.85% |
$8.91K - $12.8K
|
21.5K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.13K- 21.25% |
$9.18K - $13.2K
|
4.2K
$43.1K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.14K- 1.3% |
$9.21K - $13.2K
|
86.2K
$887K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-1.14K- 9.3% |
$9.24K - $13.3K
|
11.1K
$114K
|
|
|
May 01, 2024
Q1 2024
|
Iridian Asset Management LLC
|
SELL
|
- |
-1.18K- 0.61% |
$9.59K - $13.8K
|
193K
$1.98M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.22K- 4.39% |
$9.88K - $14.2K
|
26.5K
$273K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.24K- 55.52% |
$10K - $14.4K
|
991
$10.2K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-1.25K- 11.1% |
$10.1K - $14.6K
|
10K
$103K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.28K- 1.53% |
$10.3K - $14.9K
|
82.1K
$844K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.3K- 5.01% |
$10.6K - $15.2K
|
24.7K
$254K
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-1.31K- 1.89% |
$10.6K - $15.3K
|
68K
$699K
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.33K- 1.94% |
$10.8K - $15.5K
|
67.2K
$691K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.36K- 9.31% |
$11K - $15.8K
|
13.2K
$136K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.43K- 3.11% |
$11.6K - $16.7K
|
44.5K
$458K
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.48K- 1.93% |
$12K - $17.2K
|
74.9K
$770K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.49K- 14.01% |
$12.1K - $17.4K
|
9.16K
$94.2K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.5K- 12.57% |
$12.1K - $17.4K
|
10.4K
$107K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.54K- 5.18% |
$12.5K - $18K
|
28.3K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.56K- 6.14% |
$12.7K - $18.2K
|
23.9K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.58K- 12.72% |
$12.8K - $18.4K
|
10.8K
$111K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.6K- 1.66% |
$12.9K - $18.6K
|
94.7K
$974K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.6K- 1.26% |
$13K - $18.6K
|
125K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.6K- 17.37% |
$13K - $18.7K
|
7.62K
$78.3K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.62K- 39.9% |
$13.1K - $18.9K
|
2.44K
$25.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.63K- 9.73% |
$13.2K - $18.9K
|
15.1K
$155K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.64K- 6.33% |
$13.3K - $19.1K
|
24.2K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.68K- 9.17% |
$13.6K - $19.6K
|
16.6K
$171K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.69K- 12.32% |
$13.7K - $19.7K
|
12K
$123K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 48.44% |
$13.8K - $19.8K
|
1.81K
$18.6K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.77K- 18.76% |
$14.4K - $20.7K
|
7.68K
$78.9K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.78K- 5.23% |
$14.5K - $20.8K
|
32.3K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.78K- 47.57% |
$14.5K - $20.8K
|
1.97K
$20.2K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 9.98% |
$14.5K - $20.8K
|
16.1K
$166K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.83K- 0.95% |
$14.8K - $21.3K
|
190K
$1.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.84K- 18.33% |
$14.9K - $21.4K
|
8.19K
$84.1K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.87K- 10.74% |
$15.2K - $21.8K
|
15.5K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.9K- 14.61% |
$15.4K - $22.2K
|
11.1K
$114K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.98K- 20.31% |
$16K - $23.1K
|
7.77K
$79.8K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.99K- 14.84% |
$16.1K - $23.1K
|
11.4K
$117K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.99K- 74.79% |
$16.1K - $23.2K
|
671
$6.9K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.99K- 46.55% |
$16.2K - $23.2K
|
2.29K
$23.5K
|