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 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.53K+ 2.2% |
$326K - $420K
|
164K
$29.2M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.47KNew |
$320K - $413K
|
3.47K
$616K
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.31K+ 4.45% |
$305K - $394K
|
77.6K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.28K+ 178.53% |
$302K - $390K
|
5.11K
$908K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.24K+ 18.04% |
$299K - $385K
|
21.2K
$3.76M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
3.12K+ 1.63% |
$288K - $372K
|
194K
$34.5M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
3.11KNew |
$287K - $370K
|
3.11K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
3.1K+ 6.64% |
$286K - $369K
|
49.8K
$8.84M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.1KNew |
$286K - $369K
|
3.1K
$550K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.01KNew |
$277K - $358K
|
3.01K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
2.97KNew |
$273K - $353K
|
2.97K
$527K
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
BUY
|
- |
2.91K+ 10.14% |
$268K - $346K
|
31.6K
$5.61M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.9KNew |
$267K - $345K
|
2.9K
$514K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.8K+ 6.6% |
$258K - $333K
|
45.3K
$8.04M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.77K+ 19.02% |
$256K - $330K
|
17.4K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.77K+ 3.99% |
$256K - $330K
|
72.1K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.76KNew |
$255K - $329K
|
2.76K
$491K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.76K+ 3.07% |
$254K - $328K
|
92.5K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.72KNew |
$251K - $324K
|
2.72K
$483K
|
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
2.71K+ 4.91% |
$250K - $323K
|
57.9K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
2.7K+ 103.34% |
$249K - $321K
|
5.3K
$942K
|
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
2.64KNew |
$244K - $315K
|
2.64K
$469K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.56K+ 85466.67% |
$237K - $305K
|
2.57K
$456K
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$236K - $305K
|
2.56K
$455K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 15.32% |
$235K - $303K
|
19.2K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.54K+ 118.11% |
$234K - $302K
|
4.69K
$832K
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
2.54KNew |
$234K - $302K
|
2.54K
$450K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.5K+ 8.56% |
$231K - $298K
|
31.7K
$5.63M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.47K+ 64.23% |
$228K - $294K
|
6.31K
$1.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.46K+ 47.68% |
$227K - $293K
|
7.61K
$1.35M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.42K+ 28.27% |
$223K - $288K
|
11K
$1.95M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.42KNew |
$223K - $288K
|
2.42K
$429K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
2.28K+ 34.74% |
$210K - $271K
|
8.84K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.25K+ 23.09% |
$207K - $268K
|
12K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
2.25K+ 15.74% |
$207K - $267K
|
16.5K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.23K+ 43.91% |
$206K - $265K
|
7.31K
$1.3M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.21KNew |
$204K - $263K
|
2.21K
$393K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.21K+ 76.99% |
$204K - $263K
|
5.08K
$901K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.16K+ 6.06% |
$199K - $257K
|
37.7K
$6.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.14KNew |
$197K - $254K
|
2.14K
$379K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
2.11K+ 2.73% |
$195K - $251K
|
79.4K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
2.1K+ 0.66% |
$194K - $250K
|
318K
$56.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$193K - $250K
|
2.1K
$372K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.08K+ 132.02% |
$192K - $247K
|
3.65K
$649K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.06KNew |
$190K - $245K
|
2.06K
$366K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.98K+ 115.02% |
$182K - $235K
|
3.69K
$656K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.95K+ 47.36% |
$179K - $231K
|
6.05K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.94K+ 142.94% |
$179K - $231K
|
3.3K
$587K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.87K+ 7460.0% |
$172K - $222K
|
1.89K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.79K+ 14.53% |
$165K - $213K
|
14.1K
$2.51M
|