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 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
810+ 28.37% |
$69.1K - $98.7K
|
3.67K
$724K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
810+ 28.37% |
$69.1K - $98.7K
|
3.67K
$724K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
807+ 22.68% |
$68.8K - $98.3K
|
4.37K
$862K
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
773+ 1.1% |
$65.9K - $94.2K
|
71.2K
$14.1M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
748+ 34.34% |
$63.8K - $91.1K
|
2.93K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
712+ 70.43% |
$60.7K - $86.8K
|
1.72K
$340K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
679+ 10.7% |
$57.9K - $82.7K
|
7.03K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
639+ 34.9% |
$54.5K - $77.9K
|
2.47K
$488K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
633+ 31.57% |
$54K - $77.1K
|
2.64K
$521K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
633+ 1.69% |
$54K - $77.1K
|
38K
$7.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
589+ 6.6% |
$50.2K - $71.8K
|
9.51K
$1.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
564+ 7.2% |
$48.1K - $68.7K
|
8.39K
$1.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
543+ 0.92% |
$46.3K - $66.2K
|
59.3K
$11.7M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
538+ 29.72% |
$45.9K - $65.6K
|
2.35K
$464K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
500+ 3.07% |
$42.6K - $60.9K
|
16.8K
$3.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
480+ 32.41% |
$40.9K - $58.5K
|
1.96K
$387K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
474+ 5.19% |
$40.4K - $57.8K
|
9.61K
$1.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
468New |
$39.9K - $57K
|
468
$92.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
463+ 1.58% |
$39.5K - $56.4K
|
29.8K
$5.88M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
445New |
$37.9K - $54.2K
|
445
$87.9K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
437+ 21.45% |
$37.3K - $53.2K
|
2.47K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
431+ 0.8% |
$36.7K - $52.5K
|
54.2K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
430+ 149.31% |
$36.7K - $52.4K
|
718
$142K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
427+ 854.0% |
$36.4K - $52K
|
477
$94.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
415+ 3.71% |
$35.4K - $50.6K
|
11.6K
$2.29M
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
410+ 4.51% |
$35K - $50K
|
9.49K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
407New |
$34.7K - $49.6K
|
407
$80.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
406+ 0.42% |
$34.6K - $49.5K
|
98.1K
$19.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
400+ 14.29% |
$34.1K - $48.7K
|
3.2K
$632K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
396+ 9.2% |
$33.8K - $48.3K
|
4.7K
$928K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
392+ 41.66% |
$33.4K - $47.8K
|
1.33K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
381+ 4.6% |
$32.5K - $46.4K
|
8.66K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
379+ 6.85% |
$32.3K - $46.2K
|
5.91K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
375+ 12.17% |
$32K - $45.7K
|
3.46K
$683K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
368+ 3.78% |
$31.4K - $44.8K
|
10.1K
$2M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
353+ 1.4% |
$30.1K - $43K
|
25.6K
$5.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
327+ 13.96% |
$27.9K - $39.8K
|
2.67K
$527K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
323+ 5.83% |
$27.5K - $39.4K
|
5.86K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
321+ 1.27% |
$27.4K - $39.1K
|
25.5K
$5.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
320+ 5.65% |
$27.3K - $39K
|
5.98K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
298+ 5.04% |
$25.4K - $36.3K
|
6.21K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
297+ 2.07% |
$25.3K - $36.2K
|
14.6K
$2.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
294+ 0.61% |
$25.1K - $35.8K
|
48.8K
$9.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
287+ 1.2% |
$24.5K - $35K
|
24.2K
$4.78M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
285+ 7.38% |
$24.3K - $34.7K
|
4.15K
$819K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
282+ 282.0% |
$24K - $34.4K
|
382
$75.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
272New |
$23.2K - $33.1K
|
272
$53.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
272+ 13.17% |
$23.2K - $33.1K
|
2.34K
$462K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
271+ 4.12% |
$23.1K - $33K
|
6.85K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
265+ 8.01% |
$22.6K - $32.3K
|
3.57K
$706K
|