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 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
644+ 8.15% |
$59.4K - $76.6K
|
8.55K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
642+ 10.49% |
$59.2K - $76.4K
|
6.76K
$1.34M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
641+ 1.73% |
$59.1K - $76.3K
|
37.7K
$7.45M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
598+ 2.41% |
$55.2K - $71.2K
|
25.5K
$5.03M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
582+ 8.82% |
$53.7K - $69.3K
|
7.18K
$1.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
570+ 5.64% |
$52.6K - $67.8K
|
10.7K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
563+ 23.21% |
$51.9K - $67K
|
2.99K
$590K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
552+ 16.37% |
$50.9K - $65.7K
|
3.93K
$775K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
544+ 23.88% |
$50.2K - $64.7K
|
2.82K
$557K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
539+ 25.8% |
$49.7K - $64.1K
|
2.63K
$519K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
521+ 20.12% |
$48.1K - $62K
|
3.11K
$614K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
500+ 724.64% |
$46.1K - $59.5K
|
569
$112K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
473+ 11.49% |
$43.6K - $56.3K
|
4.59K
$907K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
465+ 1.97% |
$42.9K - $55.3K
|
24.1K
$4.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
461+ 2.11% |
$42.5K - $54.9K
|
22.3K
$4.4M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
441+ 9.51% |
$40.7K - $52.5K
|
5.08K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
440+ 5.77% |
$40.6K - $52.4K
|
8.07K
$1.59M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
438+ 9.45% |
$40.4K - $52.1K
|
5.07K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
432+ 11.54% |
$39.8K - $51.4K
|
4.18K
$825K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
426+ 10.31% |
$39.3K - $50.7K
|
4.56K
$900K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
418+ 1.97% |
$38.6K - $49.7K
|
21.6K
$4.26M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
407+ 0.12% |
$37.5K - $48.4K
|
351K
$69.4M
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
395+ 6.17% |
$36.4K - $47K
|
6.8K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
393+ 5.26% |
$36.3K - $46.8K
|
7.87K
$1.55M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
385+ 8.54% |
$35.5K - $45.8K
|
4.89K
$966K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
381New |
$35.1K - $45.3K
|
381
$75.2K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
378+ 3.03% |
$34.9K - $45K
|
12.8K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
367+ 8.18% |
$33.9K - $43.7K
|
4.85K
$958K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
354+ 2.38% |
$32.7K - $42.1K
|
15.2K
$3.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
352+ 0.36% |
$32.5K - $41.9K
|
97.9K
$19.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
350+ 2.43% |
$32.3K - $41.7K
|
14.7K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
347+ 14.33% |
$32K - $41.3K
|
2.77K
$547K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
341+ 57.5% |
$31.5K - $40.6K
|
934
$184K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
339+ 3.98% |
$31.3K - $40.3K
|
8.85K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
336+ 2.94% |
$31K - $40K
|
11.8K
$2.32M
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
333+ 0.34% |
$30.7K - $39.6K
|
97.7K
$19.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
331+ 453.42% |
$30.5K - $39.4K
|
404
$79.8K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
327+ 6.37% |
$30.2K - $38.9K
|
5.46K
$1.08M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
321+ 642.0% |
$29.6K - $38.2K
|
371
$73.3K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
319+ 18.78% |
$29.4K - $38K
|
2.02K
$399K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
313+ 0.72% |
$28.9K - $37.2K
|
43.5K
$8.59M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
292+ 87.16% |
$26.9K - $34.7K
|
627
$124K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
289+ 15.72% |
$26.7K - $34.4K
|
2.13K
$420K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
289+ 7.34% |
$26.7K - $34.4K
|
4.23K
$835K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
283+ 2.93% |
$26.1K - $33.7K
|
9.95K
$1.97M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
276+ 7.19% |
$25.5K - $32.8K
|
4.11K
$812K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
276+ 3.54% |
$25.5K - $32.8K
|
8.06K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
275+ 0.85% |
$25.4K - $32.7K
|
32.5K
$6.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
269+ 6.81% |
$24.8K - $32K
|
4.22K
$833K
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
266New |
$24.5K - $31.7K
|
266
$52.5K
|