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 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 1.31% |
$277 - $354
|
226
$35.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.62% |
$370 - $472
|
643
$102K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.08% |
$462 - $590
|
6.57K
$1.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7- 1.33% |
$647 - $825
|
519
$82.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.24% |
$740 - $943
|
3.35K
$532K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 17.78% |
$740 - $943
|
37
$5.89K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-9- 4.71% |
$832 - $1.06K
|
182
$29K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-9- 0.13% |
$832 - $1.06K
|
7.18K
$1.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-14- 0.07% |
$1.29K - $1.65K
|
20.2K
$3.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-14- 0.02% |
$1.29K - $1.65K
|
85.4K
$13.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 15.96% |
$1.39K - $1.77K
|
79
$12.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-15- 0.94% |
$1.39K - $1.77K
|
1.58K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-17- 3.23% |
$1.57K - $2K
|
510
$81.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-20- 0.66% |
$1.85K - $2.36K
|
3.02K
$481K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22- 0.09% |
$2.03K - $2.59K
|
23.9K
$3.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-22- 4.27% |
$2.03K - $2.59K
|
493
$78.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-25- 0.91% |
$2.31K - $2.95K
|
2.73K
$435K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-27- 3.71% |
$2.5K - $3.18K
|
700
$111K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-27- 6.31% |
$2.5K - $3.18K
|
401
$63.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-29- 60.42% |
$2.68K - $3.42K
|
19
$3.02K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-29- 61.7% |
$2.68K - $3.42K
|
18
$2.86K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-30- 0.52% |
$2.77K - $3.54K
|
5.78K
$919K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-30- 21.9% |
$2.77K - $3.54K
|
107
$17K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-33- 0.52% |
$3.05K - $3.89K
|
6.35K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-34- 0.6% |
$3.14K - $4.01K
|
5.62K
$893K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-35- 0.33% |
$3.24K - $4.13K
|
10.6K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-36- 0.71% |
$3.33K - $4.24K
|
5.04K
$802K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-36- 26.47% |
$3.33K - $4.24K
|
100
$15.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-37- 1.36% |
$3.42K - $4.36K
|
2.69K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-39- 25.49% |
$3.61K - $4.6K
|
114
$18.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-40- 1.33% |
$3.7K - $4.72K
|
2.96K
$471K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-42- 1.76% |
$3.88K - $4.95K
|
2.34K
$373K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-43- 0.77% |
$3.97K - $5.07K
|
5.53K
$880K
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.22% |
$3.97K - $5.07K
|
19.1K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-44- 1.36% |
$4.07K - $5.19K
|
3.2K
$508K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-46- 1.94% |
$4.25K - $5.42K
|
2.32K
$369K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-48- 0.06% |
$4.44K - $5.66K
|
79.5K
$12.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-49- 14.2% |
$4.53K - $5.78K
|
296
$47.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 0.67% |
$4.62K - $5.9K
|
7.44K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 1.0% |
$4.62K - $5.9K
|
4.95K
$787K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-50- 1.34% |
$4.62K - $5.9K
|
3.69K
$586K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-53- 1.76% |
$4.9K - $6.25K
|
2.95K
$470K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-63- 2.66% |
$5.82K - $7.43K
|
2.3K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-66- 0.56% |
$6.1K - $7.78K
|
11.8K
$1.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-67- 2.08% |
$6.19K - $7.9K
|
3.15K
$501K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-72- 2.45% |
$6.66K - $8.49K
|
2.86K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-73- 3.19% |
$6.75K - $8.61K
|
2.22K
$353K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-74- 3.21% |
$6.84K - $8.72K
|
2.23K
$355K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-75- 2.28% |
$6.93K - $8.84K
|
3.21K
$511K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-80- 1.44% |
$7.4K - $9.43K
|
5.48K
$872K
|