Purchases and Sales Made in Q2 2025 in Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD) during Q2 2025. 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 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
32+ 10.85% |
$246 - $367
|
327
$5.29K
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
32+ 0.64% |
$246 - $367
|
5K
$80.8K
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
28New |
$215 - $321
|
28
$453
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 4.91% |
$200 - $298
|
555
$8.97K
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
25New |
$192 - $287
|
25
$404
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
24+ 1.06% |
$185 - $275
|
2.29K
$37K
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
24New |
$185 - $275
|
24
$388
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
24+ 48.0% |
$185 - $275
|
74
$1.2K
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
21+ 0.12% |
$161 - $241
|
18K
$291K
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
19New |
$146 - $218
|
19
$307
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19+ 67.86% |
$146 - $218
|
47
$760
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 1.07% |
$131 - $195
|
1.61K
$26K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
17+ 11.41% |
$131 - $195
|
166
$2.68K
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
14+ 0.08% |
$108 - $160
|
18K
$292K
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13+ 650.0% |
$100 - $149
|
15
$243
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12New |
$92.3 - $138
|
12
$194
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
11+ 1.46% |
$84.6 - $126
|
766
$12.4K
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
7New |
$53.8 - $80.2
|
7
$113
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
7+ 31.82% |
$53.8 - $80.2
|
29
$469
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
6+ 300.0% |
$46.1 - $68.8
|
8
$129
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.61% |
$30.8 - $45.8
|
660
$10.7K
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.06% |
$15.4 - $22.9
|
3.16K
$51K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-1- 7.69% |
$7.69 - $11.5
|
12
$194
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-5- 1.29% |
$38.5 - $57.3
|
384
$6.21K
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-5- 0.02% |
$38.5 - $57.3
|
22.1K
$358K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6- 0.01% |
$46.1 - $68.8
|
72.6K
$1.17M
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7- 1.74% |
$53.8 - $80.2
|
396
$6.4K
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-8- 0.55% |
$61.5 - $91.7
|
1.44K
$23.3K
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-10- 90.91% |
$76.9 - $115
|
1
$16.2
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-11- 0.1% |
$84.6 - $126
|
11.1K
$179K
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-12- 5.38% |
$92.3 - $138
|
211
$3.41K
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.07% |
$92.3 - $138
|
17K
$275K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12- 0.06% |
$92.3 - $138
|
18.8K
$304K
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-14- 1.16% |
$108 - $160
|
1.19K
$19.2K
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-15- 0.01% |
$115 - $172
|
277K
$4.48M
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-19- 1.1% |
$146 - $218
|
1.71K
$27.7K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-19- 1.61% |
$146 - $218
|
1.16K
$18.8K
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 1.28% |
$154 - $229
|
1.55K
$25K
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-20- 0.39% |
$154 - $229
|
5.05K
$81.6K
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-23- 0.16% |
$177 - $264
|
14.3K
$231K
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-24- 0.08% |
$185 - $275
|
31.2K
$505K
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-24- 0.86% |
$185 - $275
|
2.76K
$44.6K
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-27- 0.1% |
$208 - $309
|
25.8K
$418K
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-29- 3.3% |
$223 - $332
|
851
$13.8K
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-29- 1.13% |
$223 - $332
|
2.55K
$41.2K
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-30- 46.88% |
$231 - $344
|
34
$550
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-30- 3.39% |
$231 - $344
|
854
$13.8K
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-31- 5.25% |
$238 - $355
|
559
$9.04K
|