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 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
115+ 3.7% |
$10.6K - $13.6K
|
3.23K
$567K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
105+ 6.89% |
$9.71K - $12.4K
|
1.63K
$286K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
103+ 4.09% |
$9.52K - $12.1K
|
2.62K
$460K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
101+ 1.61% |
$9.34K - $11.9K
|
6.36K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
96New |
$8.87K - $11.3K
|
96
$16.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
96+ 1.12% |
$8.87K - $11.3K
|
8.64K
$1.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
95+ 1.4% |
$8.78K - $11.2K
|
6.9K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
91+ 1.59% |
$8.41K - $10.7K
|
5.82K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
82New |
$7.58K - $9.67K
|
82
$14.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
80+ 4.07% |
$7.4K - $9.43K
|
2.05K
$360K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
78New |
$7.21K - $9.2K
|
78
$13.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78+ 1.21% |
$7.21K - $9.2K
|
6.51K
$1.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
75New |
$6.93K - $8.84K
|
75
$13.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
74+ 1.3% |
$6.84K - $8.72K
|
5.76K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
73+ 0.12% |
$6.75K - $8.61K
|
58.8K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
69+ 1.76% |
$6.38K - $8.14K
|
3.99K
$701K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
68+ 2.1% |
$6.29K - $8.02K
|
3.31K
$581K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
64+ 51.2% |
$5.92K - $7.55K
|
189
$33.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
62+ 0.26% |
$5.73K - $7.31K
|
24.2K
$4.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
58+ 0.61% |
$5.36K - $6.84K
|
9.52K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
57+ 1.39% |
$5.27K - $6.72K
|
4.17K
$733K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
57New |
$5.27K - $6.72K
|
57
$10K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
56New |
$5.18K - $6.6K
|
56
$9.84K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
55+ 5.16% |
$5.08K - $6.48K
|
1.12K
$197K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
53+ 1.38% |
$4.9K - $6.25K
|
3.9K
$685K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
51+ 0.89% |
$4.71K - $6.01K
|
5.76K
$1.01M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50New |
$4.62K - $5.9K
|
50
$8.79K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
42New |
$3.88K - $4.95K
|
42
$7.38K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
42+ 20.0% |
$3.88K - $4.95K
|
252
$44.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
41+ 6.86% |
$3.79K - $4.83K
|
639
$112K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
41+ 8.07% |
$3.79K - $4.83K
|
549
$96.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
40+ 1.6% |
$3.7K - $4.72K
|
2.54K
$446K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39+ 0.71% |
$3.61K - $4.6K
|
5.5K
$966K
|
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
39+ 0.49% |
$3.61K - $4.6K
|
7.98K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
35+ 0.91% |
$3.24K - $4.13K
|
3.86K
$679K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34+ 2.86% |
$3.14K - $4.01K
|
1.22K
$215K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34+ 23.61% |
$3.14K - $4.01K
|
178
$31.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34+ 3.73% |
$3.14K - $4.01K
|
945
$166K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
33+ 0.14% |
$3.05K - $3.89K
|
24K
$4.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
33+ 14.1% |
$3.05K - $3.89K
|
267
$46.9K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
31+ 6.97% |
$2.87K - $3.65K
|
476
$83.7K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
31+ 6.97% |
$2.87K - $3.65K
|
476
$83.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
30+ 0.67% |
$2.77K - $3.54K
|
4.53K
$796K
|
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
29+ 0.2% |
$2.68K - $3.42K
|
14.3K
$2.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
29+ 0.73% |
$2.68K - $3.42K
|
3.98K
$699K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
25+ 0.46% |
$2.31K - $2.95K
|
5.44K
$956K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
25New |
$2.31K - $2.95K
|
25
$4.39K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 0.94% |
$1.85K - $2.36K
|
2.15K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20New |
$1.85K - $2.36K
|
20
$3.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
20+ 0.65% |
$1.85K - $2.36K
|
3.11K
$547K
|