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 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 50.68% |
$198K - $252K
|
6.36K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.12K+ 2.67% |
$196K - $250K
|
81.8K
$14.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.12KNew |
$196K - $250K
|
2.12K
$372K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.09K+ 10.34% |
$193K - $246K
|
22.3K
$3.91M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.05KNew |
$189K - $241K
|
2.05K
$360K
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
2.01KNew |
$186K - $237K
|
2.01K
$354K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.01KNew |
$186K - $237K
|
2.01K
$353K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.01KNew |
$186K - $237K
|
2.01K
$353K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2KNew |
$185K - $236K
|
2K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2KNew |
$185K - $236K
|
2K
$352K
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.99KNew |
$184K - $235K
|
1.99K
$350K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1.98K+ 33.08% |
$183K - $234K
|
7.97K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.98KNew |
$183K - $233K
|
1.98K
$347K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
1.95KNew |
$180K - $230K
|
1.95K
$342K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.92KNew |
$177K - $226K
|
1.92K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.92K+ 53.49% |
$177K - $226K
|
5.5K
$966K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.9K+ 37.28% |
$176K - $224K
|
7.01K
$1.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.9KNew |
$176K - $224K
|
1.9K
$334K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.89KNew |
$175K - $223K
|
1.89K
$333K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.87KNew |
$173K - $221K
|
1.87K
$329K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.86KNew |
$171K - $219K
|
1.86K
$326K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.85KNew |
$171K - $218K
|
1.85K
$325K
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.83KNew |
$169K - $216K
|
1.83K
$322K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.82KNew |
$168K - $215K
|
1.82K
$320K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.8KNew |
$166K - $212K
|
1.8K
$316K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.79KNew |
$165K - $211K
|
1.79K
$315K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.79KNew |
$165K - $211K
|
1.79K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.77KNew |
$164K - $209K
|
1.77K
$312K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$162K - $207K
|
1.76K
$309K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.75KNew |
$162K - $206K
|
1.75K
$307K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.74KNew |
$161K - $205K
|
1.74K
$306K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
1.74KNew |
$161K - $205K
|
1.74K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.74KNew |
$161K - $205K
|
1.74K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.74KNew |
$161K - $205K
|
1.74K
$305K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.74KNew |
$161K - $205K
|
1.74K
$305K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.73KNew |
$160K - $204K
|
1.73K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.64K+ 53.23% |
$152K - $193K
|
4.72K
$830K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.59K+ 20.44% |
$147K - $187K
|
9.37K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 2.23% |
$144K - $184K
|
71.4K
$12.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
1.56KNew |
$144K - $183K
|
1.56K
$273K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.51K+ 5.43% |
$140K - $178K
|
29.3K
$5.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
1.5K+ 14.99% |
$138K - $176K
|
11.5K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.46K+ 32.21% |
$135K - $172K
|
5.97K
$1.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1.42K+ 507.14% |
$131K - $167K
|
1.7K
$299K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
1.4K+ 24.44% |
$129K - $165K
|
7.12K
$1.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.37K+ 6.49% |
$127K - $162K
|
22.6K
$3.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.33K+ 2.93% |
$123K - $156K
|
46.6K
$8.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.31K+ 25.81% |
$121K - $155K
|
6.41K
$1.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.25K+ 3.38% |
$116K - $147K
|
38.3K
$6.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.25K+ 16.42% |
$116K - $147K
|
8.86K
$1.56M
|