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 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.25K+ 2.26% |
$115K - $147K
|
56.6K
$9.95M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.25K+ 3.26% |
$115K - $147K
|
39.5K
$6.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.25K+ 49.11% |
$115K - $147K
|
3.78K
$664K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.21K+ 5.59% |
$111K - $142K
|
22.8K
$4.01M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
1.2K+ 1.19% |
$111K - $141K
|
102K
$17.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.18K+ 32.39% |
$109K - $139K
|
4.84K
$850K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.17K+ 0.81% |
$108K - $137K
|
145K
$25.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.16K+ 5.45% |
$107K - $137K
|
22.5K
$3.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 2.57% |
$102K - $130K
|
43.8K
$7.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.08K+ 15.95% |
$99.6K - $127K
|
7.83K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.06K+ 21.85% |
$98K - $125K
|
5.91K
$1.04M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1K+ 9.17% |
$92.4K - $118K
|
11.9K
$2.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
990+ 2.47% |
$91.5K - $117K
|
41.2K
$7.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
948+ 2.51% |
$87.6K - $112K
|
38.6K
$6.79M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
947+ 2.51% |
$87.5K - $112K
|
38.6K
$6.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
943+ 46.09% |
$87.2K - $111K
|
2.99K
$525K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
941New |
$87K - $111K
|
941
$165K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
925+ 16.13% |
$85.5K - $109K
|
6.66K
$1.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
922+ 14.18% |
$85.2K - $109K
|
7.43K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
893+ 6.75% |
$82.5K - $105K
|
14.1K
$2.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
859+ 10.65% |
$79.4K - $101K
|
8.92K
$1.57M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
850+ 141.67% |
$78.6K - $100K
|
1.45K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
849+ 3.92% |
$78.5K - $100K
|
22.5K
$3.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
842+ 2.92% |
$77.8K - $99.3K
|
29.7K
$5.21M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
777New |
$71.8K - $91.6K
|
777
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
751+ 3.35% |
$69.4K - $88.5K
|
23.2K
$4.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
750+ 14.29% |
$69.3K - $88.4K
|
6K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
748+ 25.23% |
$69.1K - $88.2K
|
3.71K
$653K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
694+ 11566.67% |
$64.2K - $81.8K
|
700
$123K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
679+ 17.58% |
$62.8K - $80.1K
|
4.54K
$798K
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
665+ 4.61% |
$61.5K - $78.4K
|
15.1K
$2.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
662+ 2.7% |
$61.2K - $78K
|
25.2K
$4.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
644+ 21.97% |
$59.5K - $75.9K
|
3.58K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
635+ 16.61% |
$58.7K - $74.9K
|
4.46K
$783K
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
632+ 3.09% |
$58.4K - $74.5K
|
21.1K
$3.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
629+ 25.16% |
$58.1K - $74.2K
|
3.13K
$550K
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
622+ 5.33% |
$57.5K - $73.3K
|
12.3K
$2.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
602+ 7.42% |
$55.6K - $71K
|
8.72K
$1.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
592+ 8.91% |
$54.7K - $69.8K
|
7.24K
$1.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
564New |
$52.1K - $66.5K
|
564
$99.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
555+ 26.93% |
$51.3K - $65.4K
|
2.62K
$460K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
555+ 2.49% |
$51.3K - $65.4K
|
22.8K
$4.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
547+ 21.59% |
$50.6K - $64.5K
|
3.08K
$541K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
529+ 109.75% |
$48.9K - $62.4K
|
1.01K
$178K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
509+ 15.41% |
$47.1K - $60K
|
3.81K
$670K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
502+ 0.4% |
$46.4K - $59.2K
|
126K
$22.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
493+ 0.25% |
$45.6K - $58.1K
|
196K
$34.5M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
477+ 2.05% |
$44.1K - $56.2K
|
23.7K
$4.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
467+ 3.9% |
$43.2K - $55.1K
|
12.4K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
464+ 2.15% |
$42.9K - $54.7K
|
22.1K
$3.88M
|