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
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.79K+ 14.53% |
$165K - $213K
|
14.1K
$2.79M
|
|
|
May 03, 2023
Q1 2023
|
Factorial Partners, LLC
|
BUY
|
- |
1.7K+ 4.36% |
$157K - $202K
|
40.7K
$8.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.67KNew |
$154K - $199K
|
1.67K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.67K+ 2.26% |
$154K - $198K
|
75.4K
$14.9M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.63K+ 1.23% |
$150K - $194K
|
134K
$26.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.62K+ 1.45% |
$149K - $192K
|
113K
$22.3M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.57K+ 21.59% |
$144K - $186K
|
8.82K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.55KNew |
$143K - $185K
|
1.55K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.55K+ 11.96% |
$143K - $185K
|
14.5K
$2.87M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.55K+ 0.42% |
$143K - $184K
|
372K
$73.5M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.54K+ 160.92% |
$142K - $183K
|
2.5K
$493K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.53K+ 17.97% |
$141K - $182K
|
10K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.51K+ 3.12% |
$140K - $180K
|
50.1K
$9.89M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.51KNew |
$139K - $180K
|
1.51K
$298K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
1.44K+ 16.87% |
$133K - $171K
|
9.98K
$1.97M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
1.43K+ 6.85% |
$132K - $171K
|
22.4K
$4.42M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.43K+ 2.16% |
$132K - $170K
|
67.6K
$13.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.41K+ 3.82% |
$130K - $168K
|
38.4K
$7.58M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.38K+ 53.01% |
$128K - $165K
|
3.99K
$788K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.34K+ 3.86% |
$124K - $159K
|
36K
$7.11M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 3.0% |
$115K - $148K
|
42.7K
$8.44M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.22K+ 80.57% |
$112K - $145K
|
2.72K
$538K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.19K+ 26.32% |
$110K - $141K
|
5.71K
$1.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.15K+ 0.34% |
$106K - $137K
|
341K
$67.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15K+ 3.2% |
$106K - $137K
|
37.1K
$7.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.12KNew |
$103K - $133K
|
1.12K
$221K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.06K+ 18.64% |
$97.9K - $126K
|
6.75K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.04K+ 0.06% |
$96K - $124K
|
1.7M
$336M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.02K+ 3.97% |
$94.3K - $122K
|
26.8K
$5.29M
|
|
|
May 12, 2023
Q1 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1K+ 23.53% |
$92.2K - $119K
|
5.25K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
993+ 0.34% |
$91.6K - $118K
|
289K
$57.1M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
961+ 274.57% |
$88.6K - $114K
|
1.31K
$259K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
961+ 274.57% |
$88.6K - $114K
|
1.31K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
921+ 3.76% |
$85K - $110K
|
25.4K
$5.02M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
916+ 400.0% |
$84.5K - $109K
|
1.15K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
897+ 18.39% |
$82.7K - $107K
|
5.78K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
882+ 1.59% |
$81.4K - $105K
|
56.2K
$11.1M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
876+ 39.07% |
$80.8K - $104K
|
3.12K
$616K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
869+ 441.12% |
$80.2K - $103K
|
1.07K
$211K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
840+ 17.97% |
$77.5K - $100K
|
5.51K
$1.09M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
831+ 0.17% |
$76.7K - $98.9K
|
492K
$97.2M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
821+ 18.6% |
$75.7K - $97.7K
|
5.24K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
806+ 21.28% |
$74.3K - $95.9K
|
4.59K
$907K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
795+ 2.84% |
$73.3K - $94.6K
|
28.8K
$5.69M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
759+ 10.93% |
$70K - $90.3K
|
7.71K
$1.52M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
741+ 7.54% |
$68.3K - $88.2K
|
10.6K
$2.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
734+ 23.46% |
$67.7K - $87.3K
|
3.86K
$763K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
722+ 25.82% |
$66.6K - $85.9K
|
3.52K
$695K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
702+ 48.65% |
$64.8K - $83.5K
|
2.15K
$424K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
670+ 3.17% |
$61.8K - $79.7K
|
21.8K
$4.31M
|