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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-625- 2.6% |
$53.3K - $76.2K
|
23.4K
$4.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-632- 7.52% |
$53.9K - $77K
|
7.77K
$1.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-641- 4.2% |
$54.7K - $78.1K
|
14.6K
$2.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-643- 2.73% |
$54.8K - $78.3K
|
22.9K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-648- 14.54% |
$55.2K - $79K
|
3.81K
$670K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-650- 25.37% |
$55.4K - $79.2K
|
1.91K
$336K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-690- 7.04% |
$58.8K - $84.1K
|
9.11K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-715- 3.09% |
$61K - $87.1K
|
22.4K
$3.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-726- 6.56% |
$61.9K - $88.5K
|
10.3K
$1.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-726- 12.56% |
$61.9K - $88.5K
|
5.05K
$889K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-762- 0.54% |
$65K - $92.8K
|
139K
$24.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-775- 22.39% |
$66.1K - $94.4K
|
2.69K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-806- 3.48% |
$68.7K - $98.2K
|
22.4K
$3.93M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-809- 7.6% |
$69K - $98.6K
|
9.83K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-812- 3.51% |
$69.2K - $98.9K
|
22.3K
$3.92M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-814- 2.05% |
$69.4K - $99.2K
|
39K
$6.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-825- 0.85% |
$70.3K - $101K
|
95.9K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-838- 2.47% |
$71.4K - $102K
|
33.1K
$5.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-850- 67.84% |
$72.5K - $104K
|
403
$70.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-854- 4.76% |
$72.8K - $104K
|
17.1K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-882- 15.32% |
$75.2K - $107K
|
4.88K
$858K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-970- 16.22% |
$82.7K - $118K
|
5.01K
$881K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1KClosed |
$85.5K - $122K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.03K- 23.96% |
$88.1K - $126K
|
3.28K
$577K
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.07K- 0.43% |
$91.3K - $131K
|
245K
$43.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 7.26% |
$93.4K - $133K
|
14K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.1K- 13.35% |
$93.6K - $134K
|
7.12K
$1.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.12K- 7.11% |
$95.6K - $137K
|
14.7K
$2.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.16K- 11.36% |
$99.2K - $142K
|
9.08K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.18K- 17.31% |
$101K - $144K
|
5.65K
$994K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.19K- 2.89% |
$101K - $145K
|
40K
$7.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.2K- 2.08% |
$102K - $146K
|
56.5K
$9.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.27K- 19.81% |
$108K - $155K
|
5.14K
$903K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.3K- 1.86% |
$111K - $158K
|
68.5K
$12M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.3K- 51.36% |
$111K - $159K
|
1.23K
$217K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.36K- 3.65% |
$116K - $165K
|
35.8K
$6.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.4K- 6.13% |
$119K - $170K
|
21.4K
$3.76M
|
|
|
Nov 01, 2023
Q3 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.45K- 3.66% |
$124K - $177K
|
38.2K
$6.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.49K- 3.06% |
$127K - $182K
|
47.2K
$8.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.5K- 2.12% |
$128K - $183K
|
69.3K
$12.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.51K- 6.29% |
$129K - $184K
|
22.5K
$3.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.59K- 32.89% |
$136K - $194K
|
3.25K
$571K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.59K- 14.53% |
$136K - $194K
|
9.38K
$1.65M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.6K- 2.4% |
$136K - $194K
|
64.9K
$11.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-1.68K- 98.76% |
$143K - $205K
|
21
$3.69K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 1.3% |
$145K - $208K
|
129K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.72K- 20.09% |
$146K - $209K
|
6.83K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 23.8% |
$147K - $210K
|
5.52K
$970K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.81K- 22.55% |
$155K - $221K
|
6.23K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.83K- 35.32% |
$156K - $223K
|
3.36K
$590K
|