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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-230- 3.73% |
$19.6K - $28K
|
5.94K
$1.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-241- 64.78% |
$20.5K - $29.4K
|
131
$23K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-258- 2.41% |
$22K - $31.4K
|
10.5K
$1.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-263- 4.04% |
$22.4K - $32K
|
6.25K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-265- 0.92% |
$22.6K - $32.3K
|
28.6K
$5.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-269- 10.25% |
$22.9K - $32.8K
|
2.36K
$414K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-274- 8.49% |
$23.4K - $33.4K
|
2.95K
$519K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-276- 4.34% |
$23.5K - $33.6K
|
6.08K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-280- 6.14% |
$23.9K - $34.1K
|
4.28K
$753K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-282- 9.99% |
$24K - $34.4K
|
2.54K
$447K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-282- 26.23% |
$24K - $34.4K
|
793
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-294- 1.26% |
$25.1K - $35.8K
|
23.1K
$4.06M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-294- 8.46% |
$25.1K - $35.8K
|
3.18K
$560K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-298- 85.88% |
$25.4K - $36.3K
|
49
$8.62K
|
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
SELL
|
- |
-300- 4.21% |
$25.6K - $36.6K
|
6.82K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-303- 8.83% |
$25.8K - $36.9K
|
3.13K
$550K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-308- 11.43% |
$26.3K - $37.5K
|
2.39K
$420K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-316- 11.74% |
$26.9K - $38.5K
|
2.38K
$418K
|
|
|
Nov 07, 2023
Q3 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-317- 0.88% |
$27K - $38.6K
|
35.7K
$6.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-323- 5.55% |
$27.5K - $39.4K
|
5.5K
$967K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-325- 7.07% |
$27.7K - $39.6K
|
4.27K
$751K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-346- 12.46% |
$29.5K - $42.2K
|
2.43K
$428K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-346- 8.3% |
$29.5K - $42.2K
|
3.82K
$672K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-348- 12.62% |
$29.7K - $42.4K
|
2.41K
$424K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-350- 11.28% |
$29.8K - $42.6K
|
2.75K
$484K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-355- 7.82% |
$30.3K - $43.3K
|
4.19K
$736K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-368- 2.05% |
$31.4K - $44.8K
|
17.6K
$3.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-385- 11.37% |
$32.8K - $46.9K
|
3K
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-391- 9.34% |
$33.3K - $47.6K
|
3.8K
$668K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-393- 0.59% |
$33.5K - $47.9K
|
65.8K
$11.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-399- 21.57% |
$34K - $48.6K
|
1.45K
$255K
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 4.96% |
$34.1K - $48.7K
|
7.66K
$1.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-450- 2.22% |
$38.4K - $54.8K
|
19.8K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-462- 0.12% |
$39.4K - $56.3K
|
375K
$65.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-467- 7.37% |
$39.8K - $56.9K
|
5.87K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-489- 0.14% |
$41.7K - $59.6K
|
346K
$60.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-494- 12.35% |
$42.1K - $60.2K
|
3.51K
$616K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 2.52% |
$42.6K - $60.9K
|
19.3K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-500- 1.15% |
$42.6K - $60.9K
|
43K
$7.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-500- 4.15% |
$42.6K - $60.9K
|
11.5K
$2.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-525- 36.21% |
$44.8K - $64K
|
925
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-533- 17.83% |
$45.4K - $64.9K
|
2.46K
$432K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-534- 0.22% |
$45.5K - $65.1K
|
242K
$42.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-540- 0.69% |
$46K - $65.8K
|
77.3K
$13.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-544- 36.19% |
$46.4K - $66.3K
|
959
$169K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-550- 3.27% |
$46.9K - $67K
|
16.3K
$2.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-574- 10.38% |
$48.9K - $69.9K
|
4.96K
$872K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-577- 9.41% |
$49.2K - $70.3K
|
5.55K
$977K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-595- 15.6% |
$50.7K - $72.5K
|
3.22K
$566K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-598- 6.08% |
$51K - $72.9K
|
9.23K
$1.62M
|