Purchases and Sales Made in Q1 2023 in Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
24New |
$229 - $383
|
24
$245
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
24New |
$229 - $383
|
24
$245
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24New |
$229 - $383
|
24
$245
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
22+ 0.01% |
$210 - $351
|
151K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
22+ 18.33% |
$210 - $351
|
142
$1.45K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 1.57% |
$191 - $319
|
1.29K
$13.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.09% |
$153 - $255
|
16.9K
$173K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
16+ 1.31% |
$153 - $255
|
1.24K
$12.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
12+ 5.66% |
$114 - $191
|
224
$2.29K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7New |
$66.8 - $112
|
7
$71.5
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
7New |
$66.8 - $112
|
7
$71.5
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 66.67% |
$57.2 - $95.6
|
15
$153
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 1.0% |
$38.2 - $63.8
|
406
$4.15K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
3New |
$28.6 - $47.8
|
3
$30.6
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
2New |
$19.1 - $31.9
|
2
$20.4
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1New |
$9.54 - $15.9
|
1
$10.2
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$9.54 - $15.9
|
26
$265
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-3- 4.69% |
$28.6 - $47.8
|
61
$623
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5- 0.4% |
$47.7 - $79.7
|
1.24K
$12.6K
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-5Closed |
$47.7 - $79.7
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-7- 0.07% |
$66.8 - $112
|
9.84K
$100K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-8- 11.43% |
$76.3 - $128
|
62
$633
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9- 1.96% |
$85.9 - $143
|
450
$4.59K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-12- 5.29% |
$114 - $191
|
215
$2.2K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-13- 0.11% |
$124 - $207
|
12.4K
$126K
|
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-17- 0.07% |
$162 - $271
|
26.1K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-18- 1.09% |
$172 - $287
|
1.63K
$16.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-19- 0.4% |
$181 - $303
|
4.78K
$48.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-19- 0.19% |
$181 - $303
|
10.1K
$103K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-20- 7.69% |
$191 - $319
|
240
$2.45K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-20- 9.9% |
$191 - $319
|
182
$1.86K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-20- 0.43% |
$191 - $319
|
4.64K
$47.3K
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-21- 0.43% |
$200 - $335
|
4.89K
$49.9K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-24- 4.79% |
$229 - $383
|
477
$4.87K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-26- 76.47% |
$248 - $414
|
8
$81.7
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-28- 41.18% |
$267 - $446
|
40
$408
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-30- 0.27% |
$286 - $478
|
11.2K
$114K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-32- 17.88% |
$305 - $510
|
147
$1.5K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-32- 0.4% |
$305 - $510
|
7.99K
$81.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-33- 10.03% |
$315 - $526
|
296
$3.02K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-36- 0.27% |
$343 - $574
|
13.4K
$137K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-41- 0.33% |
$391 - $654
|
12.3K
$126K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-43- 0.05% |
$410 - $685
|
82.8K
$845K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-43- 5.34% |
$410 - $685
|
762
$7.78K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-44- 1.11% |
$420 - $701
|
3.93K
$40.1K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-46- 24.21% |
$439 - $733
|
144
$1.47K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-48- 1.17% |
$458 - $765
|
4.07K
$41.6K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-48- 53.93% |
$458 - $765
|
41
$419
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-49- 1.68% |
$467 - $781
|
2.87K
$29.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 1.57% |
$477 - $797
|
3.14K
$32.1K
|