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 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
264+ 5.83% |
$22.5K - $32.2K
|
4.8K
$852K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
261+ 0.6% |
$22.3K - $31.8K
|
44K
$7.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
250+ 3.53% |
$21.3K - $30.5K
|
7.34K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
247+ 9.43% |
$21.1K - $30.1K
|
2.87K
$509K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
243+ 13.97% |
$20.7K - $29.6K
|
1.98K
$352K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
239+ 105.75% |
$20.4K - $29.1K
|
465
$82.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
231+ 2.41% |
$19.7K - $28.1K
|
9.8K
$1.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
228+ 5.85% |
$19.4K - $27.8K
|
4.13K
$733K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
227+ 5.76% |
$19.4K - $27.7K
|
4.17K
$740K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
225+ 450.0% |
$19.2K - $27.4K
|
275
$48.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
218New |
$18.6K - $26.6K
|
218
$38.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
213+ 0.95% |
$18.2K - $26K
|
22.7K
$4.03M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
213+ 0.54% |
$18.2K - $26K
|
39.7K
$7.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
212+ 2.45% |
$18.1K - $25.8K
|
8.85K
$1.57M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
200+ 1.54% |
$17.1K - $24.4K
|
13.2K
$2.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
194+ 27.36% |
$16.5K - $23.6K
|
903
$160K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
193+ 7.87% |
$16.5K - $23.5K
|
2.65K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
189+ 2.04% |
$16.1K - $23K
|
9.45K
$1.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
188+ 0.16% |
$16K - $22.9K
|
120K
$21.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
186+ 0.37% |
$15.9K - $22.7K
|
50.1K
$8.89M
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
176New |
$15K - $21.4K
|
176
$31.3K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
169+ 57.88% |
$14.4K - $20.6K
|
461
$81.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
167+ 7.78% |
$14.2K - $20.3K
|
2.31K
$411K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
165+ 485.29% |
$14.1K - $20.1K
|
199
$35.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
152+ 0.19% |
$13K - $18.5K
|
79.7K
$14.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
146+ 0.52% |
$12.4K - $17.8K
|
28.1K
$5M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
139+ 3.49% |
$11.9K - $16.9K
|
4.12K
$731K
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
137+ 3.69% |
$11.7K - $16.7K
|
3.85K
$684K
|
|
|
Oct 11, 2023
Q3 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
133+ 1.67% |
$11.3K - $16.2K
|
8.11K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
131+ 467.86% |
$11.2K - $16K
|
159
$28.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
130+ 0.54% |
$11.1K - $15.8K
|
24.4K
$4.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
127+ 2.7% |
$10.8K - $15.5K
|
4.83K
$858K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
125+ 160.26% |
$10.7K - $15.2K
|
203
$36.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
123New |
$10.5K - $15K
|
123
$21.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
121New |
$10.3K - $14.7K
|
121
$21.5K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
115+ 14.8% |
$9.8K - $14K
|
892
$158K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
114+ 0.56% |
$9.72K - $13.9K
|
20.5K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
113+ 14.51% |
$9.63K - $13.8K
|
892
$158K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
111+ 170.77% |
$9.46K - $13.5K
|
176
$31.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
106+ 1.82% |
$9.04K - $12.9K
|
5.93K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
105+ 110.53% |
$8.95K - $12.8K
|
200
$35.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
101+ 2.09% |
$8.61K - $12.3K
|
4.93K
$876K
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
98+ 2.59% |
$8.36K - $11.9K
|
3.88K
$689K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
93+ 7.29% |
$7.93K - $11.3K
|
1.37K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
92New |
$7.84K - $11.2K
|
92
$16.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
90+ 900.0% |
$7.67K - $11K
|
100
$17.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
85+ 0.91% |
$7.25K - $10.4K
|
9.46K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
75+ 0.85% |
$6.39K - $9.14K
|
8.86K
$1.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
67+ 0.23% |
$5.71K - $8.16K
|
29.4K
$5.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
67New |
$5.71K - $8.16K
|
67
$11.9K
|