Purchases and Sales Made in Q4 2024 in Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.54KNew |
$25.9K - $43.8K
|
3.54K
$35.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.45K+ 10.5% |
$25.3K - $42.7K
|
36.3K
$369K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.44K+ 5.36% |
$25.2K - $42.6K
|
67.6K
$687K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 21.1% |
$23.7K - $40K
|
18.5K
$188K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.19K+ 4.35% |
$23.4K - $39.5K
|
76.6K
$778K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3.14KNew |
$23K - $38.8K
|
3.14K
$31.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.96K+ 1.32% |
$21.7K - $36.6K
|
228K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.95K+ 5.05% |
$21.6K - $36.5K
|
61.3K
$623K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.9K+ 204.45% |
$21.2K - $35.8K
|
4.31K
$43.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.78KNew |
$20.3K - $34.3K
|
2.78K
$28.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.56K+ 1.03% |
$18.8K - $31.7K
|
251K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.5K+ 16.2% |
$18.3K - $30.9K
|
17.9K
$182K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.45KNew |
$17.9K - $30.3K
|
2.45K
$24.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.42K+ 15.27% |
$17.8K - $30K
|
18.3K
$186K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.38K+ 2.11% |
$17.4K - $29.4K
|
115K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2K+ 258.06% |
$14.7K - $24.7K
|
2.78K
$28.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.94K+ 313.41% |
$14.2K - $24K
|
2.56K
$26K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.93K+ 19.26% |
$14.1K - $23.9K
|
12K
$121K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.87KNew |
$13.7K - $23.1K
|
1.87K
$19K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.87K+ 19.87% |
$13.7K - $23.1K
|
11.3K
$114K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.78K+ 50.78% |
$13K - $22K
|
5.29K
$53.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.76KNew |
$12.9K - $21.8K
|
1.76K
$17.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.75K+ 8.55% |
$12.8K - $21.6K
|
22.2K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.65KNew |
$12.1K - $20.4K
|
1.65K
$16.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.58KNew |
$11.6K - $19.6K
|
1.58K
$16.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.55K+ 0.83% |
$11.4K - $19.2K
|
189K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.53K+ 28.59% |
$11.2K - $18.9K
|
6.87K
$69.8K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.5K+ 0.45% |
$11K - $18.5K
|
332K
$3.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.39K+ 0.76% |
$10.2K - $17.2K
|
183K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.29K+ 33.15% |
$9.43K - $15.9K
|
5.17K
$52.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.23K+ 9.37% |
$9K - $15.2K
|
14.3K
$146K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
1.2K+ 0.25% |
$8.8K - $14.8K
|
491K
$4.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.17K+ 2.81% |
$8.61K - $14.5K
|
42.9K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.1K+ 7.39% |
$8.07K - $13.6K
|
16K
$163K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1.07K+ 12.03% |
$7.81K - $13.2K
|
9.93K
$101K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
986+ 6.51% |
$7.23K - $12.2K
|
16.1K
$164K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
984+ 74.38% |
$7.21K - $12.2K
|
2.31K
$23.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
963+ 4.65% |
$7.06K - $11.9K
|
21.7K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
875+ 514.71% |
$6.41K - $10.8K
|
1.05K
$10.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Bruni J V & CO
|
BUY
|
- |
847+ 0.07% |
$6.21K - $10.5K
|
1.16M
$11.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
821New |
$6.02K - $10.2K
|
821
$8.34K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
800New |
$5.86K - $9.9K
|
800
$8.13K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
768+ 2.51% |
$5.63K - $9.5K
|
31.4K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
743+ 36.75% |
$5.45K - $9.19K
|
2.77K
$28.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
640New |
$4.69K - $7.92K
|
640
$6.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
640+ 64000.0% |
$4.69K - $7.92K
|
641
$6.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
638+ 1.67% |
$4.68K - $7.89K
|
38.9K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
627+ 59.71% |
$4.6K - $7.76K
|
1.68K
$17K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
596+ 55.49% |
$4.37K - $7.37K
|
1.67K
$17K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
567New |
$4.16K - $7.01K
|
567
$5.76K
|