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 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-130- 13.42% |
$1.44K - $2K
|
839
$8.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-138- 75.82% |
$1.53K - $2.13K
|
44
$452
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-140- 0.67% |
$1.55K - $2.16K
|
20.7K
$213K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-144- 19.38% |
$1.6K - $2.22K
|
599
$6.16K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-147- 17.36% |
$1.63K - $2.26K
|
700
$7.2K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-150- 56.82% |
$1.66K - $2.31K
|
114
$1.17K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-153- 12.37% |
$1.7K - $2.36K
|
1.08K
$11.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-156- 6.42% |
$1.73K - $2.4K
|
2.27K
$23.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-157- 0.62% |
$1.74K - $2.42K
|
25.4K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-164- 2.43% |
$1.82K - $2.53K
|
6.58K
$67.6K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-165- 1.31% |
$1.83K - $2.54K
|
12.4K
$127K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-166- 8.91% |
$1.84K - $2.56K
|
1.7K
$17.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-170- 4.03% |
$1.89K - $2.62K
|
4.05K
$41.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-176- 1.58% |
$1.95K - $2.71K
|
11K
$113K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-176- 0.53% |
$1.95K - $2.71K
|
33K
$339K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-178- 1.45% |
$1.97K - $2.74K
|
12.1K
$125K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-193- 4.23% |
$2.14K - $2.97K
|
4.38K
$45K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-200- 0.13% |
$2.22K - $3.08K
|
156K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-210- 2.0% |
$2.33K - $3.23K
|
10.3K
$106K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-218- 1.58% |
$2.42K - $3.36K
|
13.6K
$140K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-218- 1.58% |
$2.42K - $3.36K
|
13.6K
$140K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-222- 1.82% |
$2.46K - $3.42K
|
12K
$123K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-222- 1.12% |
$2.46K - $3.42K
|
19.5K
$201K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-222- 46.15% |
$2.46K - $3.42K
|
259
$2.66K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-225- 0.18% |
$2.5K - $3.47K
|
127K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-228- 1.77% |
$2.53K - $3.51K
|
12.7K
$130K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-229- 6.09% |
$2.54K - $3.53K
|
3.53K
$36.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-229- 5.32% |
$2.54K - $3.53K
|
4.08K
$41.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-229- 1.87% |
$2.54K - $3.53K
|
12K
$123K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-241- 35.7% |
$2.67K - $3.71K
|
434
$4.46K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-258- 7.24% |
$2.86K - $3.97K
|
3.31K
$34K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-260- 65.16% |
$2.88K - $4K
|
139
$1.43K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-268- 6.64% |
$2.97K - $4.13K
|
3.77K
$38.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-281- 2.58% |
$3.12K - $4.33K
|
10.6K
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-297- 64.85% |
$3.29K - $4.57K
|
161
$1.66K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-300- 60.0% |
$3.33K - $4.62K
|
200
$2.06K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-300- 60.0% |
$3.33K - $4.62K
|
200
$2.06K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-301- 14.92% |
$3.34K - $4.64K
|
1.72K
$17.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-305- 2.75% |
$3.38K - $4.7K
|
10.8K
$111K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-306- 22.16% |
$3.39K - $4.71K
|
1.08K
$11.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-322- 0.16% |
$3.57K - $4.96K
|
201K
$2.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-335- 21.68% |
$3.72K - $5.16K
|
1.21K
$12.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-338- 2.56% |
$3.75K - $5.21K
|
12.9K
$132K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-348- 7.59% |
$3.86K - $5.36K
|
4.23K
$43.5K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-348- 4.35% |
$3.86K - $5.36K
|
7.65K
$78.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-351- 15.2% |
$3.89K - $5.41K
|
1.96K
$20.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-354- 3.17% |
$3.93K - $5.45K
|
10.8K
$111K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-377- 1.21% |
$4.18K - $5.81K
|
30.7K
$315K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-380- 2.45% |
$4.21K - $5.85K
|
15.2K
$156K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-383- 21.59% |
$4.25K - $5.9K
|
1.39K
$14.3K
|