Purchases and Sales Made in Q2 2024 in Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD) during Q2 2024. 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 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
140+ 7.25% |
$979 - $1.23K
|
2.07K
$21.8K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
127+ 0.29% |
$888 - $1.12K
|
43.5K
$457K
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
124+ 0.49% |
$867 - $1.09K
|
25.2K
$265K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
121+ 13.94% |
$846 - $1.06K
|
989
$10.4K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
110New |
$769 - $967
|
110
$1.16K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
107+ 8.36% |
$748 - $941
|
1.39K
$14.6K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
106New |
$741 - $932
|
106
$1.11K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
97+ 1.27% |
$678 - $853
|
7.72K
$81.1K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
93+ 3.29% |
$650 - $817
|
2.92K
$30.7K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
92+ 12.94% |
$643 - $809
|
803
$8.44K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
92+ 209.09% |
$643 - $809
|
136
$1.43K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
85+ 0.09% |
$594 - $747
|
94.8K
$997K
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
67+ 0.04% |
$468 - $589
|
177K
$1.86M
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
66+ 1.86% |
$461 - $580
|
3.62K
$38K
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
66+ 1.22% |
$461 - $580
|
5.49K
$57.7K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
65+ 0.57% |
$454 - $571
|
11.4K
$120K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
63+ 86.3% |
$440 - $554
|
136
$1.43K
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
57New |
$398 - $501
|
57
$599
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
55New |
$384 - $483
|
55
$578
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
54+ 2.83% |
$377 - $475
|
1.96K
$20.6K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
51+ 6.66% |
$356 - $448
|
817
$8.59K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
51+ 2.9% |
$356 - $448
|
1.81K
$19K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
47+ 3.77% |
$329 - $413
|
1.3K
$13.6K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
46New |
$322 - $404
|
46
$483
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.14% |
$315 - $396
|
4.01K
$42.1K
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
44New |
$308 - $387
|
44
$462
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
42+ 6.79% |
$294 - $369
|
661
$6.95K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
42+ 13.33% |
$294 - $369
|
357
$3.75K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
39+ 10.46% |
$273 - $343
|
412
$4.33K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
38+ 0.23% |
$266 - $334
|
16.3K
$171K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
37+ 0.38% |
$259 - $325
|
9.74K
$102K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
33+ 55.93% |
$231 - $290
|
92
$967
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
31+ 258.33% |
$217 - $272
|
43
$452
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
30New |
$210 - $264
|
30
$315
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
28+ 28.0% |
$196 - $246
|
128
$1.35K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
28+ 38.89% |
$196 - $246
|
100
$1.05K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
25New |
$175 - $220
|
25
$263
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
24New |
$168 - $211
|
24
$252
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
21+ 4.32% |
$147 - $185
|
507
$5.33K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
20New |
$140 - $176
|
20
$210
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
17New |
$119 - $149
|
17
$179
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 0.46% |
$105 - $132
|
3.24K
$34.1K
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12+ 50.0% |
$83.9 - $105
|
36
$378
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
11+ 0.09% |
$76.9 - $96.7
|
12.1K
$127K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11+ 1.49% |
$76.9 - $96.7
|
747
$7.85K
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8+ 0.03% |
$55.9 - $70.3
|
25.7K
$270K
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
8+ 0.01% |
$55.9 - $70.3
|
71.1K
$747K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7New |
$48.9 - $61.5
|
7
$73.6
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
7New |
$48.9 - $61.5
|
7
$73.6
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 600.0% |
$41.9 - $52.7
|
7
$73.6
|