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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-531- 7.64% |
$49K - $63.2K
|
6.42K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-545- 0.72% |
$50.3K - $64.9K
|
74.6K
$13.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-553- 1.64% |
$51K - $65.8K
|
33.2K
$5.84M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-587- 2.07% |
$54.1K - $69.9K
|
27.8K
$4.89M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-601- 5.64% |
$55.4K - $71.5K
|
10K
$1.77M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-636- 20.23% |
$58.7K - $75.7K
|
2.51K
$441K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-636- 69.97% |
$58.7K - $75.7K
|
273
$48K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-651- 6.96% |
$60K - $77.5K
|
8.71K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-662- 2.5% |
$61.1K - $78.8K
|
25.9K
$4.55M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-728- 15.62% |
$67.2K - $86.6K
|
3.93K
$692K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-744- 12.75% |
$68.6K - $88.5K
|
5.09K
$896K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-763- 16.62% |
$70.4K - $90.8K
|
3.83K
$673K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-766- 0.04% |
$70.7K - $91.2K
|
2.02M
$355M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-800- 1.66% |
$73.8K - $95.2K
|
47.5K
$8.36M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-813- 19.72% |
$75K - $96.7K
|
3.31K
$582K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-863- 8.98% |
$79.6K - $103K
|
8.74K
$1.54M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-863- 6.81% |
$79.6K - $103K
|
11.8K
$2.08M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-868- 2.03% |
$80.1K - $103K
|
41.9K
$7.37M
|
|
|
May 09, 2023
Q1 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-889- 2.38% |
$82K - $106K
|
36.4K
$6.4M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-922- 2.0% |
$85K - $110K
|
45.3K
$7.96M
|
|
|
May 03, 2023
Q1 2023
|
Bruni J V & CO
|
SELL
|
- |
-932- 0.24% |
$86K - $111K
|
387K
$68M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-946- 1.73% |
$87.3K - $113K
|
53.7K
$9.45M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-947- 1.87% |
$87.4K - $113K
|
49.7K
$8.74M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-947- 2.45% |
$87.4K - $113K
|
37.7K
$6.63M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-991- 10.03% |
$91.4K - $118K
|
8.89K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-998- 18.15% |
$92.1K - $119K
|
4.5K
$792K
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-1KClosed |
$92.2K - $119K
|
0
$0
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1K- 8.4% |
$92.2K - $119K
|
10.9K
$1.92M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 1.35% |
$92.2K - $119K
|
73.3K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.06K- 3.3% |
$98.1K - $126K
|
31.1K
$5.47M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.07K- 4.11% |
$98.7K - $127K
|
25K
$4.39M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.07K- 16.19% |
$99.1K - $128K
|
5.56K
$978K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.15K- 83.45% |
$106K - $137K
|
228
$40.1K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.16K- 2.29% |
$107K - $138K
|
49.5K
$8.71M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.16K- 2.29% |
$107K - $138K
|
49.5K
$8.71M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.18K- 6.0% |
$109K - $140K
|
18.5K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.18K- 5.23% |
$109K - $140K
|
21.3K
$3.75M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.2K- 2.32% |
$111K - $143K
|
50.7K
$8.92M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.28K- 5.66% |
$118K - $152K
|
21.3K
$3.75M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.29K- 1.81% |
$119K - $154K
|
69.9K
$12.3M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.3K- 97.67% |
$120K - $154K
|
31
$5.45K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.33K- 7.34% |
$122K - $158K
|
16.8K
$2.95M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.34K- 0.84% |
$123K - $159K
|
158K
$27.8M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.42K- 4.94% |
$131K - $169K
|
27.3K
$4.8M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.42K- 5.57% |
$131K - $169K
|
24K
$4.23M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.42K- 20.47% |
$131K - $169K
|
5.52K
$970K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.44K- 4.16% |
$133K - $171K
|
33.1K
$5.82M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.44K- 1.94% |
$133K - $171K
|
72.8K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.56K- 4.05% |
$144K - $185K
|
36.9K
$6.49M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.6K- 1.45% |
$148K - $190K
|
109K
$19.1M
|