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 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
832+ 7.13% |
$8.87K - $12K
|
12.5K
$122K
|
|
|
Oct 13, 2023
Q3 2023
|
Guardian Investment Management
|
BUY
|
- |
825+ 2.21% |
$8.79K - $11.9K
|
38.1K
$373K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
801+ 5.22% |
$8.54K - $11.6K
|
16.1K
$158K
|
|
|
Nov 09, 2023
Q3 2023
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
800+ 2.79% |
$8.53K - $11.6K
|
29.5K
$288K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
759+ 77.93% |
$8.09K - $11K
|
1.73K
$16.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
758+ 0.92% |
$8.08K - $11K
|
83.1K
$812K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
737+ 22.69% |
$7.86K - $10.7K
|
3.99K
$38.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
698+ 3.59% |
$7.44K - $10.1K
|
20.1K
$197K
|
|
|
Nov 02, 2023
Q3 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
681+ 19.35% |
$7.26K - $9.85K
|
4.2K
$41K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
650+ 22.36% |
$6.93K - $9.41K
|
3.56K
$34.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
637+ 1.99% |
$6.79K - $9.22K
|
32.6K
$319K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
630+ 12.2% |
$6.72K - $9.12K
|
5.8K
$56.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
587+ 69.96% |
$6.26K - $8.49K
|
1.43K
$13.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
580+ 0.27% |
$6.18K - $8.39K
|
217K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
541+ 2.58% |
$5.77K - $7.83K
|
21.5K
$210K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
538+ 104.26% |
$5.74K - $7.78K
|
1.05K
$10.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
527+ 37.89% |
$5.62K - $7.63K
|
1.92K
$18.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
523+ 2.23% |
$5.58K - $7.57K
|
24K
$235K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
507+ 145.69% |
$5.4K - $7.34K
|
855
$8.35K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
505+ 450.89% |
$5.38K - $7.31K
|
617
$6.03K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
505+ 450.89% |
$5.38K - $7.31K
|
617
$6.03K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
490+ 3.28% |
$5.22K - $7.09K
|
15.5K
$151K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
483New |
$5.15K - $6.99K
|
483
$4.72K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
431+ 2.37% |
$4.59K - $6.24K
|
18.6K
$182K
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
428+ 4.1% |
$4.56K - $6.19K
|
10.9K
$106K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
420+ 6.89% |
$4.48K - $6.08K
|
6.51K
$63.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
400+ 0.26% |
$4.26K - $5.79K
|
152K
$1.48M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
397New |
$4.23K - $5.74K
|
397
$3.88K
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
358+ 0.5% |
$3.82K - $5.18K
|
71.5K
$698K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
356+ 2542.86% |
$3.79K - $5.15K
|
370
$3.61K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
343+ 24.66% |
$3.66K - $4.96K
|
1.73K
$16.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
339+ 0.22% |
$3.61K - $4.91K
|
156K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
334New |
$3.56K - $4.83K
|
334
$3.26K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
325New |
$3.46K - $4.7K
|
325
$3.18K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
313+ 1.03% |
$3.34K - $4.53K
|
30.7K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
313+ 31.24% |
$3.34K - $4.53K
|
1.32K
$12.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
311+ 1.07% |
$3.32K - $4.5K
|
29.3K
$286K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
304+ 0.22% |
$3.24K - $4.4K
|
139K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
BUY
|
- |
300+ 2.18% |
$3.2K - $4.34K
|
14.1K
$138K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
290New |
$3.09K - $4.2K
|
290
$2.83K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
272+ 1.25% |
$2.9K - $3.94K
|
22.1K
$216K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
266+ 1.34% |
$2.84K - $3.85K
|
20.1K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
259+ 44.2% |
$2.76K - $3.75K
|
845
$8.26K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
247+ 7.14% |
$2.63K - $3.57K
|
3.71K
$36.2K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
240New |
$2.56K - $3.47K
|
240
$2.34K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
228+ 7600.0% |
$2.43K - $3.3K
|
231
$2.26K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
225+ 10.39% |
$2.4K - $3.26K
|
2.39K
$23.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
225New |
$2.4K - $3.26K
|
225
$2.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
224+ 42.83% |
$2.39K - $3.24K
|
747
$7.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
224New |
$2.39K - $3.24K
|
224
$2.19K
|