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 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
836New |
$9.27K - $12.9K
|
836
$8.17K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
818+ 1.03% |
$9.07K - $12.6K
|
80.1K
$782K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
743+ 3.68% |
$8.24K - $11.4K
|
21K
$205K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
725New |
$8.04K - $11.2K
|
725
$7.08K
|
|
Aug 08, 2023
Q2 2023
|
Gagnon Securities LLC
|
BUY
|
- |
701+ 3.07% |
$7.77K - $10.8K
|
23.5K
$230K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
699+ 0.75% |
$7.75K - $10.8K
|
93.8K
$917K
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
691+ 0.85% |
$7.66K - $10.6K
|
81.8K
$799K
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
687+ 2.18% |
$7.62K - $10.6K
|
32.3K
$315K
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
673+ 6.26% |
$7.46K - $10.4K
|
11.4K
$112K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
625New |
$6.93K - $9.63K
|
625
$6.11K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
624+ 4.67% |
$6.92K - $9.61K
|
14K
$137K
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
612New |
$6.79K - $9.42K
|
612
$5.98K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
599+ 1.79% |
$6.64K - $9.22K
|
34.1K
$334K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
595New |
$6.6K - $9.16K
|
595
$5.81K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
586New |
$6.5K - $9.02K
|
586
$5.73K
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
584+ 3435.29% |
$6.48K - $8.99K
|
601
$5.87K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
559+ 1.9% |
$6.2K - $8.61K
|
30K
$293K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
527+ 22.11% |
$5.84K - $8.12K
|
2.91K
$28.4K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
509New |
$5.64K - $7.84K
|
509
$4.97K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
500+ 47.17% |
$5.55K - $7.7K
|
1.56K
$15.2K
|
|
Aug 10, 2023
Q2 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
497+ 16.44% |
$5.51K - $7.65K
|
3.52K
$34.4K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
491+ 1.56% |
$5.45K - $7.56K
|
32K
$312K
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
488+ 2033.33% |
$5.41K - $7.52K
|
512
$5K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
488+ 0.16% |
$5.41K - $7.52K
|
309K
$3.01M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
475+ 23.77% |
$5.27K - $7.32K
|
2.47K
$24.2K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
468+ 9.17% |
$5.19K - $7.21K
|
5.57K
$54.4K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
463+ 0.67% |
$5.13K - $7.13K
|
69.9K
$683K
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
447+ 37.19% |
$4.96K - $6.88K
|
1.65K
$16.1K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
446New |
$4.95K - $6.87K
|
446
$4.36K
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
443+ 2.22% |
$4.91K - $6.82K
|
20.4K
$199K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
410+ 8.24% |
$4.55K - $6.31K
|
5.38K
$52.6K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
402+ 283.1% |
$4.46K - $6.19K
|
544
$5.31K
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
392+ 2.97% |
$4.35K - $6.04K
|
13.6K
$133K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
380+ 6.64% |
$4.21K - $5.85K
|
6.1K
$59.6K
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
371+ 2.99% |
$4.11K - $5.71K
|
12.8K
$125K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
364+ 25.94% |
$4.04K - $5.61K
|
1.77K
$17.3K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
358+ 7.45% |
$3.97K - $5.51K
|
5.17K
$50.5K
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
347+ 0.31% |
$3.85K - $5.34K
|
114K
$1.11M
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
330+ 3.27% |
$3.66K - $5.08K
|
10.4K
$102K
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
325+ 2.89% |
$3.6K - $5.01K
|
11.6K
$113K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
323+ 17.53% |
$3.58K - $4.97K
|
2.17K
$21.2K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
314+ 16.81% |
$3.48K - $4.84K
|
2.18K
$21.3K
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
308+ 1.21% |
$3.42K - $4.74K
|
25.7K
$251K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
301New |
$3.34K - $4.64K
|
301
$2.94K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
298New |
$3.3K - $4.59K
|
298
$2.91K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
272+ 5.01% |
$3.02K - $4.19K
|
5.7K
$55.7K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
250+ 15.26% |
$2.77K - $3.85K
|
1.89K
$18.4K
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
247New |
$2.74K - $3.8K
|
247
$2.41K
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
243+ 0.34% |
$2.69K - $3.74K
|
72.2K
$706K
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
241+ 339.44% |
$2.67K - $3.71K
|
312
$3.05K
|