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 |
---|---|---|---|---|---|---|---|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-24- 0.23% |
$266 - $370
|
10.6K
$111K
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-27- 0.22% |
$299 - $416
|
12.5K
$131K
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-27- 0.27% |
$299 - $416
|
10.1K
$107K
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-27- 0.27% |
$299 - $416
|
10.1K
$107K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-29- 1.52% |
$322 - $447
|
1.87K
$19.7K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-30- 3.63% |
$333 - $462
|
796
$8.37K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-30- 42.25% |
$333 - $462
|
41
$431
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-34- 2.2% |
$377 - $524
|
1.51K
$15.9K
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-36- 6.81% |
$399 - $554
|
493
$5.18K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-37- 9.14% |
$410 - $570
|
368
$3.87K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-40- 8.02% |
$444 - $616
|
459
$4.82K
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-41- 1.19% |
$455 - $631
|
3.41K
$35.8K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-45- 1.66% |
$499 - $693
|
2.66K
$28K
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-47- 9.85% |
$521 - $724
|
430
$4.52K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-47- 3.64% |
$521 - $724
|
1.24K
$13.1K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-47- 3.88% |
$521 - $724
|
1.16K
$12.2K
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-48- 44.86% |
$532 - $739
|
59
$620
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-48- 2.41% |
$532 - $739
|
1.94K
$20.4K
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-48- 33.33% |
$532 - $739
|
96
$1.01K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-48- 11.06% |
$532 - $739
|
386
$4.06K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-48- 1.91% |
$532 - $739
|
2.47K
$26K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-48- 1.21% |
$532 - $739
|
3.93K
$41.3K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-49- 47.12% |
$543 - $755
|
55
$578
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-52- 26.53% |
$577 - $801
|
144
$1.51K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-56- 4.38% |
$621 - $862
|
1.22K
$12.9K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-65- 0.02% |
$721 - $1K
|
314K
$3.3M
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-67- 0.19% |
$743 - $1.03K
|
34.4K
$362K
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-71- 34.8% |
$787 - $1.09K
|
133
$1.4K
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-73- 3.76% |
$810 - $1.12K
|
1.87K
$19.6K
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-74- 0.93% |
$821 - $1.14K
|
7.87K
$82.7K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-74- 28.57% |
$821 - $1.14K
|
185
$1.94K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-76- 13.43% |
$843 - $1.17K
|
490
$5.15K
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-87- 0.61% |
$965 - $1.34K
|
14.1K
$148K
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-87- 0.61% |
$965 - $1.34K
|
14.1K
$148K
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-88- 0.23% |
$976 - $1.36K
|
38.7K
$407K
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-90- 5.96% |
$998 - $1.39K
|
1.42K
$14.9K
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-92- 3.38% |
$1.02K - $1.42K
|
2.63K
$27.6K
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-94- 0.3% |
$1.04K - $1.45K
|
31.4K
$330K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-100- 2.43% |
$1.11K - $1.54K
|
4.01K
$42.2K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-102- 89.47% |
$1.13K - $1.57K
|
12
$126
|
|
Jul 20, 2023
Q2 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-108- 0.41% |
$1.2K - $1.66K
|
26K
$273K
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-108- 41.06% |
$1.2K - $1.66K
|
155
$1.63K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-112- 2.34% |
$1.24K - $1.72K
|
4.67K
$49.1K
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-112- 0.24% |
$1.24K - $1.72K
|
46K
$484K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-118- 12.69% |
$1.31K - $1.82K
|
812
$8.53K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-119- 1.28% |
$1.32K - $1.83K
|
9.15K
$96.1K
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-120- 0.12% |
$1.33K - $1.85K
|
98.6K
$1.04M
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-121- 1.62% |
$1.34K - $1.86K
|
7.35K
$77.2K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-124- 2.67% |
$1.38K - $1.91K
|
4.51K
$47.4K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-128- 11.63% |
$1.42K - $1.97K
|
973
$10.2K
|