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 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
70+ 1.8% |
$6.46K - $8.33K
|
3.95K
$780K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
67+ 0.7% |
$6.18K - $7.97K
|
9.61K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
61+ 1.7% |
$5.63K - $7.26K
|
3.65K
$721K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
60New |
$5.53K - $7.14K
|
60
$11.9K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
59+ 842.86% |
$5.44K - $7.02K
|
66
$13K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
51+ 11.54% |
$4.7K - $6.07K
|
493
$97.4K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
51+ 0.13% |
$4.7K - $6.07K
|
38.3K
$7.56M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
51+ 0.92% |
$4.7K - $6.07K
|
5.62K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
49+ 0.79% |
$4.52K - $5.83K
|
6.26K
$1.24M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
43+ 6.13% |
$3.97K - $5.12K
|
744
$147K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
42+ 1.08% |
$3.87K - $5K
|
3.92K
$774K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
31+ 0.54% |
$2.86K - $3.69K
|
5.81K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
31+ 13.42% |
$2.86K - $3.69K
|
262
$51.7K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31+ 27.43% |
$2.86K - $3.69K
|
144
$28.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
31New |
$2.86K - $3.69K
|
31
$6.12K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
30+ 0.07% |
$2.77K - $3.57K
|
40.2K
$7.94M
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
29+ 0.2% |
$2.67K - $3.45K
|
14.3K
$2.83M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27New |
$2.49K - $3.21K
|
27
$5.33K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
24+ 0.45% |
$2.21K - $2.86K
|
5.41K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
24+ 0.47% |
$2.21K - $2.86K
|
5.08K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
23+ 0.48% |
$2.12K - $2.74K
|
4.79K
$945K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 8.33% |
$1.94K - $2.5K
|
273
$53.9K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
20+ 0.31% |
$1.84K - $2.38K
|
6.46K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
20+ 0.27% |
$1.84K - $2.38K
|
7.49K
$1.48M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17+ 5.99% |
$1.57K - $2.02K
|
301
$59.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 2.7% |
$1.57K - $2.02K
|
647
$128K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17+ 1.62% |
$1.57K - $2.02K
|
1.07K
$210K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 0.29% |
$1.48K - $1.9K
|
5.48K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 0.95% |
$1.38K - $1.79K
|
1.6K
$316K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13+ 0.47% |
$1.2K - $1.55K
|
2.78K
$549K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9+ 4.95% |
$830 - $1.07K
|
191
$37.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9+ 2.46% |
$830 - $1.07K
|
375
$74.1K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
7+ 0.34% |
$646 - $833
|
2.06K
$407K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$646 - $833
|
2.65K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7New |
$646 - $833
|
7
$1.38K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 18.42% |
$646 - $833
|
45
$8.89K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
7New |
$646 - $833
|
7
$1.38K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 33.33% |
$553 - $714
|
24
$4.74K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6+ 0.4% |
$553 - $714
|
1.5K
$296K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5+ 0.22% |
$461 - $595
|
2.24K
$442K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$369 - $476
|
3.35K
$662K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$184 - $238
|
475
$93.8K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.9% |
$92.2 - $119
|
112
$22.1K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.02% |
$92.2 - $119
|
99
$19.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1+ 0.01% |
$92.2 - $119
|
18.6K
$3.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$92.2 - $119
|
3.63K
$716K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.54% |
$92.2 - $119
|
187
$36.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 1.08% |
$92.2 - $119
|
94
$18.6K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 0.98% |
$92.2 - $119
|
103
$20.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.44% |
$92.2 - $119
|
230
$45.4K
|