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 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
2.78KNew |
$237K - $339K
|
2.78K
$549K
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.75K+ 3.25% |
$235K - $335K
|
87.5K
$17.3M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.73KNew |
$232K - $332K
|
2.73K
$538K
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.65KNew |
$226K - $322K
|
2.65K
$523K
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.61KNew |
$223K - $318K
|
2.61K
$516K
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.58K+ 11.59% |
$220K - $314K
|
24.8K
$4.9M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.5K+ 45.52% |
$213K - $304K
|
7.98K
$1.58M
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.49KNew |
$212K - $303K
|
2.49K
$491K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.36K+ 56.48% |
$201K - $288K
|
6.54K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
2.35KNew |
$201K - $287K
|
2.35K
$465K
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.33KNew |
$199K - $284K
|
2.33K
$461K
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.33K+ 113.36% |
$198K - $283K
|
4.38K
$864K
|
|
Nov 14, 2023
Q3 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
2.2K+ 36.67% |
$188K - $268K
|
8.2K
$1.62M
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.03K+ 48.43% |
$173K - $247K
|
6.22K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.02K+ 26.29% |
$172K - $246K
|
9.68K
$1.91M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.96K+ 18.1% |
$167K - $239K
|
12.8K
$2.53M
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.96K+ 3.47% |
$167K - $239K
|
58.4K
$11.5M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.92K+ 21.25% |
$163K - $234K
|
10.9K
$2.16M
|
|
Nov 06, 2023
Q3 2023
|
Bruni J V & CO
|
BUY
|
- |
1.83K+ 0.47% |
$156K - $223K
|
387K
$76.4M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.77K+ 102.25% |
$151K - $216K
|
3.51K
$692K
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.75K+ 15.23% |
$149K - $213K
|
13.2K
$2.62M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.71K+ 5.75% |
$145K - $208K
|
31.4K
$6.19M
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.67K+ 1.95% |
$143K - $204K
|
87.5K
$17.3M
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.64K+ 13.29% |
$140K - $200K
|
14K
$2.76M
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.56K+ 2.02% |
$133K - $190K
|
79K
$15.6M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.56K+ 5.3% |
$133K - $190K
|
31K
$6.12M
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.46K+ 11.0% |
$124K - $178K
|
14.7K
$2.91M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.46K+ 0.75% |
$124K - $178K
|
197K
$38.9M
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.44KNew |
$123K - $176K
|
1.44K
$285K
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
1.44K+ 92.28% |
$122K - $175K
|
2.99K
$591K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
1.43K+ 4.74% |
$122K - $175K
|
31.7K
$6.26M
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.37K+ 2.83% |
$117K - $167K
|
49.8K
$9.83M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.32K+ 61.41% |
$112K - $161K
|
3.47K
$685K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.31K+ 3.43% |
$112K - $160K
|
39.6K
$7.82M
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
1.3K+ 2.66% |
$111K - $158K
|
50.2K
$9.91M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.29K+ 472.89% |
$110K - $157K
|
1.56K
$309K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.23K+ 6.88% |
$105K - $150K
|
19.2K
$3.78M
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.23K+ 23.88% |
$105K - $150K
|
6.38K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.21K+ 22.02% |
$103K - $147K
|
6.71K
$1.32M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.17K+ 10.59% |
$99.3K - $142K
|
12.2K
$2.4M
|
|
Oct 30, 2023
Q3 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
1.15K+ 5.43% |
$98K - $140K
|
22.3K
$4.41M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.1K+ 22.32% |
$93.8K - $134K
|
6.03K
$1.19M
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.09K+ 36.71% |
$92.6K - $132K
|
4.04K
$799K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.08KNew |
$92.1K - $132K
|
1.08K
$213K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
978+ 17.79% |
$83.4K - $119K
|
6.48K
$1.28M
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
861+ 37.45% |
$73.4K - $105K
|
3.16K
$624K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
853+ 13.58% |
$72.7K - $104K
|
7.14K
$1.41M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
850+ 2.74% |
$72.5K - $104K
|
31.9K
$6.3M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
818+ 22.88% |
$69.7K - $99.7K
|
4.39K
$868K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
812+ 27.57% |
$69.2K - $98.9K
|
3.76K
$742K
|