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 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
233+ 7.75% |
$21.5K - $27.7K
|
3.24K
$575K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
229+ 0.0% |
$21.1K - $27.3K
|
34.8M
$6.17B
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
214+ 1.6% |
$19.7K - $25.5K
|
13.6K
$2.42M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
213+ 4.55% |
$19.6K - $25.3K
|
4.89K
$869K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
210New |
$19.4K - $25K
|
210
$37.3K
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
202+ 2.65% |
$18.6K - $24K
|
7.83K
$1.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
200New |
$18.4K - $23.8K
|
200
$35.5K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
198+ 3.93% |
$18.3K - $23.6K
|
5.23K
$930K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
193+ 2.47% |
$17.8K - $23K
|
8.01K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
193+ 3.49% |
$17.8K - $23K
|
5.73K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
192+ 4.49% |
$17.7K - $22.8K
|
4.47K
$794K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
186+ 1.96% |
$17.2K - $22.1K
|
9.69K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
181+ 0.07% |
$16.7K - $21.5K
|
271K
$48.1M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
175+ 1.05% |
$16.1K - $20.8K
|
16.8K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
170+ 3.08% |
$15.7K - $20.2K
|
5.68K
$1.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
165+ 20.07% |
$15.2K - $19.6K
|
987
$175K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
163+ 0.33% |
$15K - $19.4K
|
50.1K
$8.89M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
158+ 0.65% |
$14.6K - $18.8K
|
24.3K
$4.32M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
155+ 17.03% |
$14.3K - $18.4K
|
1.07K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
154+ 6.01% |
$14.2K - $18.3K
|
2.72K
$483K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
152New |
$14K - $18.1K
|
152
$27K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
150+ 76.14% |
$13.8K - $17.9K
|
347
$61.6K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
148+ 0.23% |
$13.7K - $17.6K
|
64.7K
$11.5M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
145+ 6.06% |
$13.4K - $17.3K
|
2.54K
$450K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
144+ 0.65% |
$13.3K - $17.1K
|
22.2K
$3.95M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
140+ 4.5% |
$12.9K - $16.7K
|
3.25K
$577K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
137+ 2.0% |
$12.6K - $16.3K
|
6.99K
$1.24M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
136+ 5.67% |
$12.5K - $16.2K
|
2.53K
$450K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
132+ 3.01% |
$12.2K - $15.7K
|
4.52K
$803K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 75.76% |
$11.5K - $14.9K
|
290
$51.5K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
124New |
$11.4K - $14.8K
|
124
$22K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
123+ 251.02% |
$11.3K - $14.6K
|
172
$30.5K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
122+ 5.09% |
$11.3K - $14.5K
|
2.52K
$447K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
115+ 1.53% |
$10.6K - $13.7K
|
7.64K
$1.36M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
110+ 1.18% |
$10.1K - $13.1K
|
9.41K
$1.67M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
109New |
$10.1K - $13K
|
109
$19.4K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
108New |
$9.96K - $12.9K
|
108
$19.2K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
101+ 1.61% |
$9.32K - $12K
|
6.38K
$1.13M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
100New |
$9.22K - $11.9K
|
100
$17.8K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
96+ 3.18% |
$8.86K - $11.4K
|
3.12K
$554K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
95+ 1.47% |
$8.76K - $11.3K
|
6.58K
$1.17M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
95+ 0.62% |
$8.76K - $11.3K
|
15.4K
$2.73M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
86+ 226.32% |
$7.93K - $10.2K
|
124
$22K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
82+ 3.94% |
$7.56K - $9.76K
|
2.16K
$384K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
81+ 3.65% |
$7.47K - $9.64K
|
2.3K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
78+ 2.15% |
$7.19K - $9.28K
|
3.71K
$659K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
76+ 10.78% |
$7.01K - $9.04K
|
781
$139K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
75+ 2.39% |
$6.92K - $8.93K
|
3.21K
$571K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
72New |
$6.64K - $8.57K
|
72
$12.8K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
70+ 1.8% |
$6.46K - $8.33K
|
3.95K
$701K
|