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 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.52K+ 127.92% |
$510K - $650K
|
9.83K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
5.34K+ 2.5% |
$494K - $629K
|
219K
$38.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.2KNew |
$481K - $613K
|
5.2K
$914K
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.16KNew |
$477K - $609K
|
5.16K
$907K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.1KNew |
$472K - $602K
|
5.1K
$897K
|
|
|
Aug 11, 2023
Q2 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
5K+ 33.33% |
$462K - $590K
|
20K
$3.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.94K+ 6.34% |
$456K - $582K
|
82.8K
$14.6M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.89K+ 27.52% |
$452K - $577K
|
22.7K
$3.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.88K+ 80.08% |
$451K - $575K
|
11K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4.88K+ 4.04% |
$451K - $575K
|
126K
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.75K+ 144.1% |
$439K - $560K
|
8.05K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.73K+ 2.48% |
$437K - $557K
|
195K
$34.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.66K+ 101.52% |
$431K - $550K
|
9.26K
$1.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.63K+ 24.72% |
$428K - $546K
|
23.4K
$4.1M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.52K+ 2.71% |
$418K - $533K
|
171K
$30.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
4.44K+ 73.35% |
$410K - $523K
|
10.5K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.21K+ 19.35% |
$389K - $496K
|
26K
$4.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.06K+ 12.26% |
$375K - $478K
|
37.2K
$6.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4K+ 15.73% |
$369K - $471K
|
29.4K
$5.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.92K+ 86.01% |
$363K - $462K
|
8.48K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
3.79K+ 18.66% |
$350K - $446K
|
24.1K
$4.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.79K+ 72.32% |
$350K - $446K
|
9.02K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.77KNew |
$348K - $444K
|
3.77K
$662K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.49K+ 22.65% |
$322K - $411K
|
18.9K
$3.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.32KNew |
$307K - $391K
|
3.32K
$583K
|
|
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
3.18K+ 0.85% |
$293K - $374K
|
375K
$66M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.11K+ 15.57% |
$288K - $367K
|
23.1K
$4.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3K+ 2.66% |
$278K - $354K
|
116K
$20.4M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3KNew |
$278K - $354K
|
3K
$528K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
2.99K+ 10.95% |
$276K - $352K
|
30.3K
$5.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.97KNew |
$275K - $350K
|
2.97K
$522K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.88KNew |
$266K - $340K
|
2.88K
$507K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.8K+ 7.77% |
$259K - $330K
|
38.8K
$6.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.76KNew |
$255K - $325K
|
2.76K
$485K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.71K+ 46.45% |
$250K - $319K
|
8.54K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.71K+ 105.21% |
$250K - $319K
|
5.28K
$927K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.63KNew |
$243K - $311K
|
2.63K
$463K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
2.6K+ 0.55% |
$241K - $307K
|
479K
$84.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.6KNew |
$240K - $307K
|
2.6K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.45KNew |
$227K - $289K
|
2.45K
$431K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.32K+ 11.7% |
$214K - $274K
|
22.2K
$3.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.3KNew |
$213K - $271K
|
2.3K
$404K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$208K - $266K
|
2.25K
$396K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.24K+ 28.52% |
$207K - $264K
|
10.1K
$1.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.24K+ 4.48% |
$207K - $264K
|
52.3K
$9.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.24KNew |
$207K - $264K
|
2.24K
$394K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.21K+ 17.86% |
$205K - $261K
|
14.6K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.18KNew |
$201K - $257K
|
2.18K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.17KNew |
$201K - $256K
|
2.17K
$382K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.15KNew |
$199K - $253K
|
2.15K
$378K
|