Purchases and Sales Made in Q1 2025 in Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD) during Q1 2025. 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 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
413New |
$3.91K - $4.73K
|
413
$4.12K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
405+ 2531.25% |
$3.84K - $4.64K
|
421
$4.2K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
394+ 19.59% |
$3.73K - $4.52K
|
2.41K
$24K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
392+ 0.57% |
$3.71K - $4.49K
|
69.3K
$691K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
387+ 0.98% |
$3.66K - $4.44K
|
39.8K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
379+ 82.93% |
$3.59K - $4.34K
|
836
$8.33K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
360+ 13.58% |
$3.41K - $4.13K
|
3.01K
$30K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
333New |
$3.15K - $3.82K
|
333
$3.32K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
330New |
$3.13K - $3.78K
|
330
$3.29K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
330New |
$3.13K - $3.78K
|
330
$3.29K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
328+ 11.49% |
$3.11K - $3.76K
|
3.18K
$31.7K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
318New |
$3.01K - $3.64K
|
318
$3.17K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
313+ 1.94% |
$2.96K - $3.59K
|
16.4K
$164K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
310New |
$2.94K - $3.55K
|
310
$3.09K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
310+ 0.16% |
$2.94K - $3.55K
|
192K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
305New |
$2.89K - $3.5K
|
305
$3.04K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
304+ 0.6% |
$2.88K - $3.48K
|
50.7K
$505K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
295New |
$2.79K - $3.38K
|
295
$2.94K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
284+ 2.29% |
$2.69K - $3.25K
|
12.7K
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
277+ 163.91% |
$2.62K - $3.17K
|
446
$4.45K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
272New |
$2.58K - $3.12K
|
272
$2.71K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
266+ 2.02% |
$2.52K - $3.05K
|
13.4K
$134K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
264+ 30.31% |
$2.5K - $3.03K
|
1.14K
$11.3K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
245+ 3.23% |
$2.32K - $2.81K
|
7.84K
$78.1K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
229+ 8.95% |
$2.17K - $2.62K
|
2.79K
$27.8K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
228+ 78.62% |
$2.16K - $2.61K
|
518
$5.16K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
219New |
$2.07K - $2.51K
|
219
$2.18K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
212+ 3.01% |
$2.01K - $2.43K
|
7.27K
$72.4K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
206+ 6.99% |
$1.95K - $2.36K
|
3.15K
$31.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
203+ 1.79% |
$1.92K - $2.33K
|
11.6K
$115K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.07% |
$1.89K - $2.29K
|
299K
$2.99M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
190+ 0.02% |
$1.8K - $2.18K
|
1.08M
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
183New |
$1.73K - $2.1K
|
183
$1.82K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
180New |
$1.7K - $2.06K
|
180
$1.79K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
171+ 4.79% |
$1.62K - $1.96K
|
3.74K
$37.3K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
166+ 263.49% |
$1.57K - $1.9K
|
229
$2.28K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
163+ 173.4% |
$1.54K - $1.87K
|
257
$2.56K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
158+ 3950.0% |
$1.5K - $1.81K
|
162
$1.62K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
155+ 203.95% |
$1.47K - $1.78K
|
231
$2.3K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
154+ 1.06% |
$1.46K - $1.76K
|
14.6K
$146K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
145New |
$1.37K - $1.66K
|
145
$1.45K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
144+ 42.11% |
$1.36K - $1.65K
|
486
$4.85K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
142+ 0.78% |
$1.34K - $1.63K
|
18.3K
$183K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
135+ 3.1% |
$1.28K - $1.55K
|
4.49K
$44.8K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
130+ 0.25% |
$1.23K - $1.49K
|
52.2K
$520K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
127+ 1.56% |
$1.2K - $1.46K
|
8.28K
$82.6K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
127+ 1.58% |
$1.2K - $1.46K
|
8.18K
$81.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
124+ 106.9% |
$1.17K - $1.42K
|
240
$2.39K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
122+ 4.72% |
$1.16K - $1.4K
|
2.71K
$27K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
120+ 0.17% |
$1.14K - $1.38K
|
71K
$708K
|