Purchases and Sales Made in Q2 2023 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-310- 6.37% |
$28.7K - $36.5K
|
4.56K
$801K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-311- 13.43% |
$28.7K - $36.7K
|
2.01K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-317- 12.03% |
$29.3K - $37.4K
|
2.32K
$407K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-317- 20.57% |
$29.3K - $37.4K
|
1.22K
$215K
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-324- 3.44% |
$30K - $38.2K
|
9.08K
$1.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-324- 1.21% |
$30K - $38.2K
|
26.5K
$4.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-325- 80.45% |
$30K - $38.3K
|
79
$13.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-328- 5.08% |
$30.3K - $38.7K
|
6.13K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-331- 8.96% |
$30.6K - $39K
|
3.36K
$591K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-334- 4.66% |
$30.9K - $39.4K
|
6.83K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-339- 3.88% |
$31.3K - $40K
|
8.4K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-346- 8.48% |
$32K - $40.8K
|
3.73K
$656K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-347- 0.95% |
$32.1K - $40.9K
|
36.1K
$6.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-351- 0.93% |
$32.4K - $41.4K
|
37.4K
$6.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-373- 14.09% |
$34.5K - $44K
|
2.28K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-383- 4.56% |
$35.4K - $45.2K
|
8.01K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-384- 8.4% |
$35.5K - $45.3K
|
4.19K
$736K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-385- 4.05% |
$35.6K - $45.4K
|
9.12K
$1.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-390- 17.04% |
$36.1K - $46K
|
1.9K
$334K
|
|
|
Aug 01, 2023
Q2 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-400- 1.86% |
$37K - $47.2K
|
21.2K
$3.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-405- 8.6% |
$37.4K - $47.7K
|
4.3K
$756K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-417- 10.61% |
$38.5K - $49.2K
|
3.52K
$618K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-432- 15.9% |
$39.9K - $50.9K
|
2.29K
$402K
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-445- 1.72% |
$41.1K - $52.5K
|
25.4K
$4.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-450- 8.52% |
$41.6K - $53.1K
|
4.83K
$849K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-459- 16.21% |
$42.4K - $54.1K
|
2.37K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-464- 5.97% |
$42.9K - $54.7K
|
7.31K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-470- 14.14% |
$43.4K - $55.4K
|
2.86K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-470- 14.14% |
$43.4K - $55.4K
|
2.86K
$502K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-473- 1.97% |
$43.7K - $55.8K
|
23.6K
$4.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-474- 2.17% |
$43.8K - $55.9K
|
21.3K
$3.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-480- 4.28% |
$44.4K - $56.6K
|
10.7K
$1.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-480- 4.78% |
$44.4K - $56.6K
|
9.57K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-481- 7.11% |
$44.5K - $56.7K
|
6.28K
$1.1M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-494- 12.44% |
$45.7K - $58.2K
|
3.48K
$611K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-503- 0.23% |
$46.5K - $59.3K
|
223K
$39.1M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-509- 19.88% |
$47.1K - $60K
|
2.05K
$360K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-541- 17.46% |
$50K - $63.8K
|
2.56K
$449K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-550- 15.44% |
$50.8K - $64.8K
|
3.01K
$529K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-551- 8.65% |
$50.9K - $65K
|
5.82K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-579- 4.92% |
$53.5K - $68.3K
|
11.2K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-583- 12.89% |
$53.9K - $68.7K
|
3.94K
$692K
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-600- 0.79% |
$55.5K - $70.7K
|
75.2K
$13.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-642- 29.93% |
$59.3K - $75.7K
|
1.5K
$264K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-650- 14.55% |
$60.1K - $76.6K
|
3.82K
$671K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-656- 10.17% |
$60.6K - $77.3K
|
5.79K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-660- 1.64% |
$61K - $77.8K
|
39.5K
$6.95M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-671- 3.61% |
$62K - $79.1K
|
17.9K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-680- 8.75% |
$62.9K - $80.2K
|
7.09K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-688- 16.2% |
$63.6K - $81.1K
|
3.56K
$625K
|