Purchases and Sales Made in Q2 2023 in Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
42+ 0.39% |
$466 - $647
|
10.9K
$115K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
39New |
$433 - $601
|
39
$410
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
36+ 4.38% |
$399 - $554
|
858
$9.02K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
34+ 0.34% |
$377 - $524
|
10.1K
$106K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
31+ 0.3% |
$344 - $477
|
10.4K
$109K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
30+ 3.94% |
$333 - $462
|
792
$8.32K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
28+ 2800.0% |
$311 - $431
|
29
$305
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
28+ 116.67% |
$311 - $431
|
52
$547
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
24+ 1.86% |
$266 - $370
|
1.32K
$13.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
24New |
$266 - $370
|
24
$252
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19+ 1.06% |
$211 - $293
|
1.81K
$19.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
18+ 0.12% |
$200 - $277
|
15.1K
$159K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
14New |
$155 - $216
|
14
$147
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
14+ 2.27% |
$155 - $216
|
631
$6.63K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
14New |
$155 - $216
|
14
$147
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
11+ 14.67% |
$122 - $169
|
86
$904
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
10New |
$111 - $154
|
10
$105
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
10+ 3.62% |
$111 - $154
|
286
$3.01K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 0.48% |
$111 - $154
|
2.1K
$22K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
7+ 0.1% |
$77.6 - $108
|
7.11K
$74.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
4+ 0.04% |
$44.4 - $61.6
|
9.84K
$103K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.52% |
$33.3 - $46.2
|
585
$6.15K
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.01% |
$33.3 - $46.2
|
28.3K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3+ 0.6% |
$33.3 - $46.2
|
507
$5.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.26% |
$33.3 - $46.2
|
1.14K
$11.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2New |
$22.2 - $30.8
|
2
$21
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2New |
$22.2 - $30.8
|
2
$21
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.03% |
$11.1 - $15.4
|
3.06K
$32.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2- 0.05% |
$22.2 - $30.8
|
3.84K
$40.3K
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3- 60.0% |
$33.3 - $46.2
|
2
$21
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-5- 1.15% |
$55.5 - $77
|
430
$4.52K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-7- 5.88% |
$77.6 - $108
|
112
$1.18K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-7- 5.88% |
$77.6 - $108
|
112
$1.18K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 0.34% |
$111 - $154
|
2.94K
$30.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-10- 0.76% |
$111 - $154
|
1.31K
$13.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 6.47% |
$122 - $169
|
159
$1.67K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-11- 0.11% |
$122 - $169
|
9.82K
$103K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-12- 2.24% |
$133 - $185
|
523
$5.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-12- 33.33% |
$133 - $185
|
24
$252
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-12- 0.66% |
$133 - $185
|
1.81K
$19K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-12- 80.0% |
$133 - $185
|
3
$31.5
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-13- 0.04% |
$144 - $200
|
29K
$305K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-16- 1.3% |
$177 - $246
|
1.22K
$12.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.1% |
$189 - $262
|
16.9K
$178K
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-20- 1.52% |
$222 - $308
|
1.3K
$13.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-20- 0.41% |
$222 - $308
|
4.9K
$51.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-22- 4.82% |
$244 - $339
|
434
$4.56K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-22- 20.75% |
$244 - $339
|
84
$883
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-24- 2.4% |
$266 - $370
|
977
$10.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
SELL
|
- |
-24- 2.06% |
$266 - $370
|
1.14K
$12K
|