Purchases and Sales Made in Q4 2023 in Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.47K+ 4.52% |
$13.8K - $18.4K
|
34.1K
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.43KNew |
$13.4K - $17.8K
|
1.43K
$14.4K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.37KNew |
$12.9K - $17.1K
|
1.37K
$13.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.35K+ 118.19% |
$12.6K - $16.8K
|
2.48K
$25.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.31KNew |
$12.3K - $16.4K
|
1.31K
$13.3K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.29K+ 14.89% |
$12.2K - $16.2K
|
9.99K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.29K+ 11.98% |
$12.2K - $16.1K
|
12.1K
$122K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.28KNew |
$12K - $15.9K
|
1.28K
$12.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
1.25K+ 3.17% |
$11.8K - $15.6K
|
40.7K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.23K+ 1.1% |
$11.5K - $15.3K
|
112K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 0.81% |
$11.4K - $15.2K
|
151K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.21KNew |
$11.4K - $15.1K
|
1.21K
$12.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 4.05% |
$11.2K - $14.9K
|
30.7K
$310K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.17K+ 3.25% |
$11K - $14.6K
|
37.2K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
1.17K+ 5.82% |
$11K - $14.6K
|
21.2K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.13KNew |
$10.6K - $14.1K
|
1.13K
$11.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.12K+ 0.62% |
$10.6K - $14K
|
184K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.11K+ 4.61% |
$10.4K - $13.8K
|
25.1K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.11KNew |
$10.4K - $13.8K
|
1.11K
$11.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 56.35% |
$10.4K - $13.8K
|
3.07K
$31K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.08K+ 20.78% |
$10.1K - $13.4K
|
6.25K
$63.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 1.84% |
$9.64K - $12.8K
|
56.8K
$574K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
996+ 0.26% |
$9.36K - $12.4K
|
389K
$3.93M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
952+ 7.38% |
$8.95K - $11.9K
|
13.8K
$140K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
918+ 6.44% |
$8.63K - $11.5K
|
15.2K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
907New |
$8.53K - $11.3K
|
907
$9.16K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
900+ 379.75% |
$8.46K - $11.2K
|
1.14K
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
886New |
$8.33K - $11.1K
|
886
$8.95K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
881New |
$8.28K - $11K
|
881
$8.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
830+ 4.89% |
$7.8K - $10.4K
|
17.8K
$180K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
813New |
$7.64K - $10.2K
|
813
$8.21K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
812New |
$7.63K - $10.1K
|
812
$8.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
805+ 28.75% |
$7.57K - $10.1K
|
3.61K
$36.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
800New |
$7.52K - $9.99K
|
800
$8.08K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
776New |
$7.29K - $9.69K
|
776
$7.84K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
767+ 5.81% |
$7.21K - $9.58K
|
14K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
762New |
$7.16K - $9.52K
|
762
$7.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
747New |
$7.02K - $9.33K
|
747
$7.54K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
747New |
$7.02K - $9.33K
|
747
$7.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
736New |
$6.92K - $9.19K
|
736
$7.43K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
735New |
$6.91K - $9.18K
|
735
$7.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
731New |
$6.87K - $9.13K
|
731
$7.38K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
730+ 2.04% |
$6.86K - $9.12K
|
36.4K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
724+ 5.34% |
$6.81K - $9.04K
|
14.3K
$144K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
691+ 7.63% |
$6.5K - $8.63K
|
9.75K
$98.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
674New |
$6.34K - $8.42K
|
674
$6.81K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
636+ 578.18% |
$5.98K - $7.94K
|
746
$7.53K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
621+ 0.79% |
$5.84K - $7.76K
|
79.1K
$798K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
615+ 4.8% |
$5.78K - $7.68K
|
13.4K
$136K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
523New |
$4.92K - $6.53K
|
523
$5.28K
|