Latest Institutional Purchases of Warner Bros. Discovery, Inc. (WBD)
This list provides information on the latest institutional transactions involving Warner Bros. Discovery, Inc. (WBD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
107New |
$1.01K - $1.34K
|
107
$1.14K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
99New |
$931 - $1.24K
|
99
$1.06K
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
98New |
$921 - $1.22K
|
98
$1.05K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
75New |
$705 - $937
|
75
$802
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
68New |
$639 - $849
|
68
$727
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
39New |
$367 - $487
|
39
$417
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
37New |
$348 - $462
|
37
$396
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
25+ 104.17% |
$235 - $312
|
49
$524
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
15New |
$141 - $187
|
15
$160
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
10+ 22.73% |
$94 - $125
|
54
$577
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2New |
$18.8 - $25
|
2
$21.4
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2New |
$18.8 - $25
|
2
$21.4
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1New |
$9.4 - $12.5
|
1
$10.7
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
CALL |
10MNew |
$107M - $145M
|
10M
$107M
|
|
Nov 14, 2023
Q3 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
CALL |
825KNew |
$8.79M - $11.9M
|
825K
$8.82M
|
|
Nov 14, 2023
Q3 2023
|
Zeno Research, LLC
New York, NY |
BUY
|
- |
278KNew |
$2.96M - $4.02M
|
278K
$2.97M
|
|
Nov 14, 2023
Q3 2023
|
Sora Investors LLC
Bryn Mawr, PA |
BUY
|
- |
250KNew |
$2.67M - $3.62M
|
250K
$2.67M
|
|
Nov 14, 2023
Q3 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
225K+ 39.13% |
$2.4M - $3.26M
|
800K
$8.55M
|
|
Nov 13, 2023
Q3 2023
|
Nwi Management LP
New York, NY |
BUY
|
- |
100KNew |
$1.07M - $1.45M
|
100K
$1.07M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
92.9KNew |
$990K - $1.34M
|
92.9K
$993K
|
|
Nov 13, 2023
Q3 2023
|
Clear Street LLC
|
BUY
|
- |
80KNew |
$853K - $1.16M
|
80K
$855K
|
|
Nov 13, 2023
Q3 2023
|
Clear Street LLC
|
BUY
|
PUT |
80KNew |
$853K - $1.16M
|
80K
$855K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
36.4K+ 173.67% |
$388K - $527K
|
57.4K
$613K
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
33.6KNew |
$358K - $486K
|
33.6K
$359K
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
28.1KNew |
$300K - $407K
|
28.1K
$300K
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
26.3KNew |
$280K - $380K
|
26.3K
$281K
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
26.2KNew |
$279K - $379K
|
26.2K
$280K
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
19.6KNew |
$209K - $283K
|
19.6K
$209K
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
17.2KNew |
$183K - $248K
|
17.2K
$184K
|
|
Nov 13, 2023
Q3 2023
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
16.6KNew |
$177K - $241K
|
16.6K
$178K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.3KNew |
$131K - $178K
|
12.3K
$132K
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
12.1K+ 3.11% |
$129K - $175K
|
401K
$4.29M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$112K - $152K
|
10.5K
$113K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.1KNew |
$107K - $146K
|
10.1K
$108K
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
9.51K+ 89.29% |
$101K - $138K
|
20.2K
$215K
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.39K+ 70.96% |
$89.5K - $121K
|
20.2K
$216K
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
7.74K+ 3.06% |
$82.5K - $112K
|
261K
$2.79M
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
7.64KNew |
$81.4K - $110K
|
7.64K
$81.6K
|
|
Nov 13, 2023
Q3 2023
|
Merlin Capital LLC
|
BUY
|
- |
5.6K+ 14.78% |
$59.7K - $81.1K
|
43.5K
$465K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
4.67KNew |
$49.8K - $67.6K
|
4.67K
$50K
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.72K+ 13.59% |
$39.7K - $53.9K
|
31.1K
$333K
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
3.29K+ 23.3% |
$35.1K - $47.6K
|
17.4K
$186K
|
|
Nov 09, 2023
Q3 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
2.84KNew |
$30.3K - $41.1K
|
2.84K
$30.4K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.7KNew |
$28.8K - $39.1K
|
2.7K
$28.9K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.54KNew |
$27K - $36.7K
|
2.54K
$27.1K
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.12KNew |
$22.6K - $30.7K
|
2.12K
$22.7K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 26.67% |
$11.3K - $15.4K
|
5.05K
$54K
|
|
Oct 25, 2023
Q3 2023
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1K+ 500.0% |
$10.7K - $14.5K
|
1.2K
$12.8K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
993New |
$10.6K - $14.4K
|
993
$10.6K
|