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 |
---|---|---|---|---|---|---|---|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.35KNew |
$25K - $34K
|
2.35K
$22.9K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.34KNew |
$24.9K - $33.8K
|
2.34K
$22.8K
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
2.32KNew |
$24.8K - $33.6K
|
2.32K
$22.7K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 3.42% |
$24.4K - $33.1K
|
69.2K
$676K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.29K+ 65.22% |
$24.4K - $33.1K
|
5.8K
$56.6K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.22K+ 12.21% |
$23.7K - $32.2K
|
20.4K
$200K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.16K+ 1.85% |
$23K - $31.3K
|
119K
$1.17M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.12KNew |
$22.6K - $30.7K
|
2.12K
$20.7K
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.11K+ 13.66% |
$22.5K - $30.5K
|
17.6K
$172K
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.11K+ 0.96% |
$22.5K - $30.5K
|
222K
$2.17M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.97K+ 5.78% |
$21K - $28.5K
|
36K
$352K
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.9K+ 0.91% |
$20.3K - $27.5K
|
211K
$2.06M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.84K+ 14.82% |
$19.6K - $26.7K
|
14.3K
$139K
|
|
Oct 25, 2023
Q3 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
1.84K+ 0.38% |
$19.6K - $26.6K
|
481K
$4.7M
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.78K+ 0.9% |
$19K - $25.8K
|
199K
$1.94M
|
|
Nov 08, 2023
Q3 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
1.75K+ 3.97% |
$18.7K - $25.3K
|
45.9K
$448K
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.74K+ 2.75% |
$18.6K - $25.2K
|
64.9K
$635K
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 1.14% |
$18K - $24.4K
|
150K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.64K+ 9.41% |
$17.5K - $23.8K
|
19.1K
$187K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.6KNew |
$17K - $23.1K
|
1.6K
$15.6K
|
|
Nov 01, 2023
Q3 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
1.57K+ 0.02% |
$16.7K - $22.7K
|
8M
$78.1M
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
BUY
|
- |
1.5K+ 5.78% |
$16K - $21.7K
|
27.5K
$268K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.48K+ 39.23% |
$15.8K - $21.4K
|
5.25K
$51.3K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 5.11% |
$15.7K - $21.4K
|
30.4K
$297K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.42K+ 3.92% |
$15.1K - $20.5K
|
37.6K
$367K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.42K+ 10.41% |
$15.1K - $20.5K
|
15K
$147K
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.38K+ 3.02% |
$14.7K - $19.9K
|
46.9K
$458K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.33K+ 1.28% |
$14.1K - $19.2K
|
105K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.32K+ 2.69% |
$14K - $19K
|
50.3K
$491K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.31K+ 4.74% |
$13.9K - $18.9K
|
28.9K
$282K
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1.26K+ 5.79% |
$13.4K - $18.2K
|
23K
$225K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.15K+ 7.61% |
$12.3K - $16.7K
|
16.3K
$159K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.13KNew |
$12K - $16.3K
|
1.13K
$11K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 26.67% |
$11.3K - $15.4K
|
5.05K
$49.3K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.05KNew |
$11.2K - $15.2K
|
1.05K
$10.2K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.05K+ 13.68% |
$11.2K - $15.1K
|
8.69K
$84.9K
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.04K+ 1097.89% |
$11.1K - $15.1K
|
1.14K
$11.1K
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
999+ 75.97% |
$10.6K - $14.5K
|
2.31K
$22.6K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
993New |
$10.6K - $14.4K
|
993
$9.7K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
950+ 4.12% |
$10.1K - $13.7K
|
24K
$234K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
948+ 2.3% |
$10.1K - $13.7K
|
42.2K
$412K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
921+ 33.42% |
$9.82K - $13.3K
|
3.68K
$35.9K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
913+ 13.67% |
$9.73K - $13.2K
|
7.59K
$74.2K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
905+ 30.92% |
$9.65K - $13.1K
|
3.83K
$37.4K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
905+ 30.92% |
$9.65K - $13.1K
|
3.83K
$37.4K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
901+ 883.33% |
$9.6K - $13K
|
1K
$9.8K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
900+ 0.24% |
$9.59K - $13K
|
379K
$3.7M
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
875+ 146.08% |
$9.33K - $12.7K
|
1.47K
$14.4K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
847+ 29.02% |
$9.03K - $12.3K
|
3.77K
$36.8K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
845+ 11.44% |
$9.01K - $12.2K
|
8.23K
$80.4K
|