Purchases and Sales Made in Q3 2023 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-66- 0.54% |
$5.63K - $8.04K
|
12.1K
$2.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-66- 5.33% |
$5.63K - $8.04K
|
1.17K
$206K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-68- 1.07% |
$5.8K - $8.29K
|
6.29K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-69- 84.15% |
$5.88K - $8.41K
|
13
$2.29K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-73- 0.28% |
$6.22K - $8.9K
|
26.5K
$4.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-75- 1.94% |
$6.39K - $9.14K
|
3.79K
$666K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-78- 1.35% |
$6.65K - $9.5K
|
5.68K
$999K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-82- 35.96% |
$6.99K - $9.99K
|
146
$25.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-84- 0.83% |
$7.16K - $10.2K
|
10K
$1.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-87- 7.13% |
$7.42K - $10.6K
|
1.13K
$199K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-89- 7.74% |
$7.59K - $10.8K
|
1.06K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-89- 0.42% |
$7.59K - $10.8K
|
21.3K
$3.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-89- 7.74% |
$7.59K - $10.8K
|
1.06K
$187K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-90- 8.03% |
$7.67K - $11K
|
1.03K
$181K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-92- 1.65% |
$7.84K - $11.2K
|
5.48K
$963K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-94- 35.47% |
$8.01K - $11.5K
|
171
$30.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-96- 10.14% |
$8.18K - $11.7K
|
851
$150K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-100- 56.82% |
$8.53K - $12.2K
|
76
$13.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-100- 0.85% |
$8.53K - $12.2K
|
11.7K
$2.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 44.44% |
$8.53K - $12.2K
|
125
$22K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-101- 18.4% |
$8.61K - $12.3K
|
448
$78.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-103- 3.94% |
$8.78K - $12.6K
|
2.51K
$442K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-104- 25.74% |
$8.87K - $12.7K
|
300
$52.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-105- 0.85% |
$8.95K - $12.8K
|
12.2K
$2.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-114- 21.97% |
$9.72K - $13.9K
|
405
$71.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-120- 1.5% |
$10.2K - $14.6K
|
7.89K
$1.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-120- 4.89% |
$10.2K - $14.6K
|
2.33K
$410K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-125- 0.26% |
$10.7K - $15.2K
|
48.6K
$8.55M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-127- 1.21% |
$10.8K - $15.5K
|
10.4K
$1.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-127- 10.38% |
$10.8K - $15.5K
|
1.1K
$193K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-146- 0.28% |
$12.4K - $17.8K
|
52.4K
$9.22M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-147- 4.06% |
$12.5K - $17.9K
|
3.47K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-150- 4.0% |
$12.8K - $18.3K
|
3.6K
$633K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150- 11.54% |
$12.8K - $18.3K
|
1.15K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-156- 1.99% |
$13.3K - $19K
|
7.69K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-158- 22.32% |
$13.5K - $19.3K
|
550
$96.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-161- 1.14% |
$13.7K - $19.6K
|
14K
$2.46M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-162- 19.4% |
$13.8K - $19.7K
|
673
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-170- 3.03% |
$14.5K - $20.7K
|
5.45K
$958K
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-174- 0.05% |
$14.8K - $21.2K
|
372K
$65.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-177- 1.15% |
$15.1K - $21.6K
|
15.2K
$2.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-180- 3.24% |
$15.3K - $21.9K
|
5.38K
$946K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-185- 6.09% |
$15.8K - $22.5K
|
2.85K
$502K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-189- 7.1% |
$16.1K - $23K
|
2.47K
$435K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.27% |
$17.1K - $24.4K
|
15.5K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-207- 4.1% |
$17.6K - $25.2K
|
4.84K
$851K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-218- 0.39% |
$18.6K - $26.6K
|
56.4K
$9.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-221Closed |
$18.8K - $26.9K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-228- 2.64% |
$19.4K - $27.8K
|
8.4K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-230- 3.73% |
$19.6K - $28K
|
5.94K
$1.04M
|