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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$107K - $145K
|
10K
$105K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$107K - $145K
|
10K
$105K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.89K+ 91.19% |
$105K - $143K
|
20.7K
$218K
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
9.51K+ 89.29% |
$101K - $138K
|
20.2K
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.32K+ 1.98% |
$99.4K - $135K
|
481K
$5.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
8.93K+ 2.03% |
$95.2K - $129K
|
449K
$4.72M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
8.66K+ 5.68% |
$92.3K - $125K
|
161K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
8.56K+ 1.37% |
$91.3K - $124K
|
632K
$6.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.41K+ 22.78% |
$89.6K - $122K
|
45.3K
$476K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.39K+ 70.96% |
$89.5K - $121K
|
20.2K
$213K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.28K+ 8.82% |
$88.2K - $120K
|
102K
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
8K+ 7.45% |
$85.3K - $116K
|
115K
$1.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.79K+ 27.26% |
$83K - $113K
|
36.4K
$382K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.76K+ 3.33% |
$82.7K - $112K
|
241K
$2.53M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
7.74K+ 3.06% |
$82.5K - $112K
|
261K
$2.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.72K+ 62.2% |
$82.3K - $112K
|
20.1K
$212K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
7.72K+ 121.8% |
$82.3K - $112K
|
14.1K
$148K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
7.7K+ 64.15% |
$82.1K - $111K
|
19.7K
$207K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.69K+ 6.42% |
$81.9K - $111K
|
127K
$1.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
7.64KNew |
$81.4K - $110K
|
7.64K
$80.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
7.57K+ 9.3% |
$80.7K - $110K
|
89K
$935K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
7.56K+ 5.67% |
$80.6K - $109K
|
141K
$1.48M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.44K+ 26.35% |
$79.4K - $108K
|
35.7K
$375K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
7.36K+ 0.83% |
$78.4K - $106K
|
892K
$9.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
7.28K+ 10.52% |
$77.6K - $105K
|
76.5K
$804K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
7.24K+ 14.14% |
$77.1K - $105K
|
58.4K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.22K+ 12.18% |
$77K - $105K
|
66.5K
$699K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.17K+ 1.96% |
$76.4K - $104K
|
374K
$3.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
BUY
|
- |
7.1K+ 8.14% |
$75.7K - $103K
|
94.3K
$991K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.05K+ 2.43% |
$75.2K - $102K
|
297K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
7.01K+ 0.84% |
$74.7K - $101K
|
838K
$8.81M
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
6.33K+ 230.37% |
$67.5K - $91.6K
|
9.08K
$95.5K
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
6.33K+ 230.37% |
$67.5K - $91.6K
|
9.08K
$95.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.17K+ 5.23% |
$65.8K - $89.3K
|
124K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.93K+ 17.36% |
$63.2K - $85.7K
|
40.1K
$421K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.9K+ 10.68% |
$62.9K - $85.4K
|
61.1K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
5.87K+ 10.32% |
$62.6K - $85K
|
62.7K
$659K
|
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
5.81K+ 52.26% |
$61.9K - $84K
|
16.9K
$178K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
5.76K+ 9.0% |
$61.3K - $83.3K
|
69.7K
$733K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
5.69K+ 26.44% |
$60.6K - $82.3K
|
27.2K
$286K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.66K+ 11.1% |
$60.4K - $82K
|
56.7K
$596K
|
|
|
Nov 13, 2023
Q3 2023
|
Merlin Capital LLC
|
BUY
|
- |
5.6K+ 14.78% |
$59.7K - $81.1K
|
43.5K
$457K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.58K+ 1.3% |
$59.4K - $80.7K
|
435K
$4.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.48K+ 44.2% |
$58.4K - $79.3K
|
17.9K
$188K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.48K+ 4.77% |
$58.4K - $79.3K
|
120K
$1.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5.48K+ 74.51% |
$58.4K - $79.2K
|
12.8K
$135K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.37K+ 29.27% |
$57.2K - $77.7K
|
23.7K
$249K
|
|
|
Nov 03, 2023
Q3 2023
|
Capco Asset Management, LLC
|
BUY
|
- |
5.34K+ 0.19% |
$56.9K - $77.2K
|
2.84M
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
5.25K+ 0.85% |
$56K - $76K
|
626K
$6.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
5.16K+ 13.46% |
$55K - $74.7K
|
43.5K
$457K
|