Purchases and Sales Made in Q1 2023 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q1 2023. The information is specifically focused on institutions that hold shares of Discover Financial Services.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-72- 69.23% |
$6.64K - $8.57K
|
32
$5.63K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-74- 2.19% |
$6.83K - $8.81K
|
3.3K
$581K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-76- 69.09% |
$7.01K - $9.04K
|
34
$5.98K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-79- 2.46% |
$7.29K - $9.4K
|
3.13K
$550K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-85- 1.0% |
$7.84K - $10.1K
|
8.45K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-91- 17.53% |
$8.39K - $10.8K
|
428
$75.3K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-92- 28.66% |
$8.49K - $10.9K
|
229
$40.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-93- 3.53% |
$8.58K - $11.1K
|
2.54K
$446K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-95- 2.9% |
$8.76K - $11.3K
|
3.18K
$559K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-98- 0.27% |
$9.04K - $11.7K
|
36.2K
$6.37M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 17.86% |
$9.22K - $11.9K
|
460
$80.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-100- 22.47% |
$9.22K - $11.9K
|
345
$60.7K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-100- 2.22% |
$9.22K - $11.9K
|
4.4K
$774K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-101- 0.59% |
$9.32K - $12K
|
16.9K
$2.98M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-103- 2.12% |
$9.5K - $12.3K
|
4.75K
$836K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-105- 0.74% |
$9.69K - $12.5K
|
14K
$2.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-109- 2.19% |
$10.1K - $13K
|
4.87K
$856K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-112- 2.09% |
$10.3K - $13.3K
|
5.25K
$923K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-112- 0.28% |
$10.3K - $13.3K
|
39.3K
$6.91M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-114- 3.56% |
$10.5K - $13.6K
|
3.09K
$543K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-115- 37.22% |
$10.6K - $13.7K
|
194
$34.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-118- 1.02% |
$10.9K - $14K
|
11.5K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-118- 2.7% |
$10.9K - $14K
|
4.25K
$748K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-122- 1.8% |
$11.3K - $14.5K
|
6.65K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-123- 1.85% |
$11.3K - $14.6K
|
6.54K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-124- 5.11% |
$11.4K - $14.8K
|
2.3K
$405K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-127- 3.2% |
$11.7K - $15.1K
|
3.85K
$676K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-128- 1.4% |
$11.8K - $15.2K
|
9.02K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-133- 3.22% |
$12.3K - $15.8K
|
4K
$703K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-143- 4.93% |
$13.2K - $17K
|
2.76K
$485K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-143- 2.64% |
$13.2K - $17K
|
5.27K
$927K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-147- 8.71% |
$13.6K - $17.5K
|
1.54K
$271K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-148- 16.91% |
$13.7K - $17.6K
|
727
$128K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-150- 1.38% |
$13.8K - $17.9K
|
10.7K
$1.89M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-150- 2.45% |
$13.8K - $17.9K
|
5.98K
$1.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-151- 13.83% |
$13.9K - $18K
|
941
$165K
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
SELL
|
- |
-162- 2.72% |
$14.9K - $19.3K
|
5.8K
$1.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-163- 0.21% |
$15K - $19.4K
|
76.3K
$13.4M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-166- 0.46% |
$15.3K - $19.8K
|
36.2K
$6.37M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-170- 7.16% |
$15.7K - $20.2K
|
2.21K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-170- 1.99% |
$15.7K - $20.2K
|
8.39K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-176- 2.38% |
$16.2K - $20.9K
|
7.22K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-176- 37.45% |
$16.2K - $20.9K
|
294
$51.7K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-180- 6.23% |
$16.6K - $21.4K
|
2.71K
$476K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-181- 2.98% |
$16.7K - $21.5K
|
5.89K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-182- 0.42% |
$16.8K - $21.7K
|
42.7K
$7.52M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-189- 0.9% |
$17.4K - $22.5K
|
20.9K
$3.67M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-190- 3.88% |
$17.5K - $22.6K
|
4.71K
$828K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-206- 96.26% |
$19K - $24.5K
|
8
$1.41K
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-214- 1.77% |
$19.7K - $25.5K
|
11.9K
$2.09M
|