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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
87+ 235.14% |
$638 - $1.08K
|
124
$1.26K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
82+ 0.33% |
$601 - $1.01K
|
24.9K
$253K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
82+ 3.44% |
$601 - $1.01K
|
2.47K
$25.1K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
76New |
$557 - $940
|
76
$772
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
76+ 0.76% |
$557 - $940
|
10.1K
$103K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
67New |
$491 - $829
|
67
$681
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
64New |
$469 - $792
|
64
$650
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
57+ 0.01% |
$418 - $705
|
454K
$4.62M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
55+ 3.23% |
$403 - $680
|
1.76K
$17.9K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
54+ 0.28% |
$396 - $668
|
19K
$193K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 4.24% |
$374 - $631
|
1.26K
$12.8K
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
44+ 3.85% |
$323 - $544
|
1.19K
$12K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
42+ 1400.0% |
$308 - $520
|
45
$457
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
40New |
$293 - $495
|
40
$406
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 3.96% |
$293 - $495
|
1.05K
$10.7K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
40+ 6.38% |
$293 - $495
|
667
$6.78K
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
37+ 105.71% |
$271 - $458
|
72
$732
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
33+ 300.0% |
$242 - $408
|
44
$447
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
32New |
$235 - $396
|
32
$325
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
24New |
$176 - $297
|
24
$244
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
22New |
$161 - $272
|
22
$224
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
21New |
$154 - $260
|
21
$213
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
20New |
$147 - $247
|
20
$203
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
10New |
$73.3 - $124
|
10
$102
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
9New |
$66 - $111
|
9
$91.4
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$58.6 - $99
|
41.1K
$418K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 3.47% |
$44 - $74.2
|
179
$1.82K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.27% |
$29.3 - $49.5
|
1.47K
$14.9K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4New |
$29.3 - $49.5
|
4
$40.6
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3New |
$22 - $37.1
|
3
$30.5
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$14.7 - $24.7
|
2
$20.3
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
2New |
$14.7 - $24.7
|
2
$20.3
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$7.33 - $12.4
|
1
$10.2
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 1.09% |
$7.33 - $12.4
|
93
$945
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 5.88% |
$7.33 - $12.4
|
16
$163
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1- 0.21% |
$7.33 - $12.4
|
483
$4.91K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.08% |
$7.33 - $12.4
|
1.22K
$12.4K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3- 60.0% |
$22 - $37.1
|
2
$20.3
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-4- 2.45% |
$29.3 - $49.5
|
159
$1.62K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6- 33.33% |
$44 - $74.2
|
12
$122
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6- 0.13% |
$44 - $74.2
|
4.69K
$47.6K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-10- 1.35% |
$73.3 - $124
|
731
$7.43K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-12- 80.0% |
$88 - $148
|
3
$30.5
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-18- 4.66% |
$132 - $223
|
368
$3.74K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-22- 5.26% |
$161 - $272
|
396
$4.02K
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
SELL
|
- |
-24- 0.17% |
$176 - $297
|
14.5K
$147K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-26- 2.63% |
$191 - $322
|
961
$9.76K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-29- 3.79% |
$213 - $359
|
737
$7.49K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 1.31% |
$220 - $371
|
2.26K
$22.9K
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-31- 34.44% |
$227 - $383
|
59
$599
|