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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
456+ 0.19% |
$42.2K - $53.8K
|
246K
$43.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
452+ 77.13% |
$41.8K - $53.3K
|
1.04K
$182K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
406+ 54.57% |
$37.5K - $47.9K
|
1.15K
$202K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
406+ 54.57% |
$37.5K - $47.9K
|
1.15K
$202K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
404New |
$37.3K - $47.6K
|
404
$71K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
400+ 3.17% |
$37K - $47.2K
|
13K
$2.29M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
398New |
$36.8K - $46.9K
|
398
$69.9K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
374+ 5.54% |
$34.6K - $44.1K
|
7.12K
$1.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
362+ 3.02% |
$33.5K - $42.7K
|
12.3K
$2.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
356+ 14.19% |
$32.9K - $42K
|
2.86K
$503K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
351+ 8.4% |
$32.4K - $41.4K
|
4.53K
$796K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
336+ 11.59% |
$31.1K - $39.6K
|
3.24K
$569K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
334+ 4.33% |
$30.9K - $39.4K
|
8.04K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
323+ 0.82% |
$29.9K - $38.1K
|
39.6K
$6.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
300New |
$27.7K - $35.4K
|
300
$52.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
290+ 12.95% |
$26.8K - $34.2K
|
2.53K
$445K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
288+ 3.26% |
$26.6K - $34K
|
9.14K
$1.61M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
277+ 4.7% |
$25.6K - $32.7K
|
6.17K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
277+ 4.7% |
$25.6K - $32.7K
|
6.17K
$1.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
258+ 0.59% |
$23.8K - $30.4K
|
43.7K
$7.69M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
258+ 5.27% |
$23.8K - $30.4K
|
5.15K
$905K
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
257+ 11.59% |
$23.8K - $30.3K
|
2.48K
$435K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
251+ 25.43% |
$23.2K - $29.6K
|
1.24K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
222+ 10.26% |
$20.5K - $26.2K
|
2.39K
$419K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
221New |
$20.4K - $26.1K
|
221
$38.8K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
217+ 175.0% |
$20.1K - $25.6K
|
341
$59.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
215+ 2.66% |
$19.9K - $25.3K
|
8.28K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
215+ 43.61% |
$19.9K - $25.3K
|
708
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
214+ 7.9% |
$19.8K - $25.2K
|
2.92K
$514K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
207+ 8.56% |
$19.1K - $24.4K
|
2.63K
$461K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
196+ 2.04% |
$18.1K - $23.1K
|
9.8K
$1.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
195+ 4.88% |
$18K - $23K
|
4.19K
$737K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
195+ 5.34% |
$18K - $23K
|
3.85K
$676K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
190+ 4.76% |
$17.6K - $22.4K
|
4.18K
$735K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
178+ 45.06% |
$16.5K - $21K
|
573
$101K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
170+ 51.52% |
$15.7K - $20K
|
500
$87.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
170+ 12.97% |
$15.7K - $20K
|
1.48K
$260K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
168+ 0.58% |
$15.5K - $19.8K
|
28.9K
$5.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
167+ 1.3% |
$15.4K - $19.7K
|
13K
$2.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
164+ 0.89% |
$15.2K - $19.3K
|
18.6K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
164New |
$15.2K - $19.3K
|
164
$28.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
161+ 2.94% |
$14.9K - $19K
|
5.64K
$992K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
158+ 6.23% |
$14.6K - $18.6K
|
2.69K
$473K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
152New |
$14.1K - $17.9K
|
152
$26.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
151+ 351.16% |
$14K - $17.8K
|
194
$34.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$13.9K - $17.7K
|
150
$26.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
147+ 3.23% |
$13.6K - $17.3K
|
4.71K
$827K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
134+ 0.01% |
$12.4K - $15.8K
|
1.7M
$299M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
129New |
$11.9K - $15.2K
|
129
$22.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
122+ 3.69% |
$11.3K - $14.4K
|
3.43K
$603K
|