Purchases and Sales Made in Q3 2023 in Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18+ 2.69% |
$192 - $260
|
688
$7.23K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 1.54% |
$160 - $217
|
988
$10.4K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 0.82% |
$107 - $145
|
1.23K
$13K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.17% |
$74.6 - $101
|
4.02K
$42.2K
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7+ 0.02% |
$74.6 - $101
|
30.7K
$322K
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 0.75% |
$32 - $43.4
|
401
$4.21K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.44% |
$21.3 - $28.9
|
461
$4.85K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.06% |
$10.7 - $14.5
|
1.77K
$18.6K
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1- -0.0% |
$10.7 - $14.5
|
50.3K
$528K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2- 0.12% |
$21.3 - $28.9
|
1.6K
$16.8K
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2- 0.39% |
$21.3 - $28.9
|
505
$5.31K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 0.82% |
$32 - $43.4
|
365
$3.84K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-4- 0.04% |
$42.6 - $57.9
|
9.84K
$103K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 0.3% |
$74.6 - $101
|
2.32K
$24.4K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-7- 0.06% |
$74.6 - $101
|
11.6K
$122K
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-10- 3.5% |
$107 - $145
|
276
$2.9K
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 0.34% |
$107 - $145
|
2.93K
$30.8K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12- 0.45% |
$128 - $174
|
2.65K
$27.8K
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-12- 0.09% |
$128 - $174
|
12.6K
$133K
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-19- 1.53% |
$203 - $275
|
1.22K
$12.9K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 4.74% |
$224 - $304
|
422
$4.44K
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-21- 40.38% |
$224 - $304
|
31
$326
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-22- 11.46% |
$235 - $318
|
170
$1.79K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-23- 23.96% |
$245 - $333
|
73
$767
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-23- 0.18% |
$245 - $333
|
13.1K
$137K
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-24- 2.73% |
$256 - $347
|
854
$8.98K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-24- 1.28% |
$256 - $347
|
1.85K
$19.4K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-25- 1.61% |
$267 - $362
|
1.53K
$16.1K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-28- 96.55% |
$298 - $405
|
1
$10.5
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-28Closed |
$298 - $405
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-33- 1.12% |
$352 - $478
|
2.93K
$30.8K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-33- 0.86% |
$352 - $478
|
3.8K
$40K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-34- 0.83% |
$362 - $492
|
4.05K
$42.5K
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-37- 0.28% |
$394 - $535
|
13K
$137K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39- 1.1% |
$416 - $564
|
3.5K
$36.7K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-39- 0.86% |
$416 - $564
|
4.47K
$47K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-39- 3.35% |
$416 - $564
|
1.13K
$11.8K
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-39- 34.21% |
$416 - $564
|
75
$788
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-42- 0.32% |
$448 - $608
|
13K
$136K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-44- 8.12% |
$469 - $637
|
498
$5.23K
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-45- 0.17% |
$480 - $651
|
25.7K
$270K
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-48- 2.11% |
$512 - $695
|
2.23K
$23.4K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-48- 2.69% |
$512 - $695
|
1.74K
$18.2K
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-48- 5.27% |
$512 - $695
|
862
$9.06K
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-48- 0.68% |
$512 - $695
|
7.06K
$74.2K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-52- 2.76% |
$554 - $752
|
1.83K
$19.3K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-52- 17.45% |
$554 - $752
|
246
$2.59K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-56- 2.26% |
$597 - $810
|
2.42K
$25.4K
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-57- 0.26% |
$608 - $825
|
22.3K
$234K
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-59- 2.38% |
$629 - $854
|
2.42K
$25.4K
|