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 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
65+ 0.31% |
$5.54K - $7.92K
|
21.3K
$3.79M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
65+ 2.82% |
$5.54K - $7.92K
|
2.37K
$420K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
60+ 1.87% |
$5.12K - $7.31K
|
3.27K
$581K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
53+ 92.98% |
$4.52K - $6.46K
|
110
$19.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
51+ 0.56% |
$4.35K - $6.21K
|
9.17K
$1.63M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
48+ 2.72% |
$4.09K - $5.85K
|
1.81K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
46+ 58.23% |
$3.92K - $5.61K
|
125
$22.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45+ 128.57% |
$3.84K - $5.48K
|
80
$14.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
44+ 0.7% |
$3.75K - $5.36K
|
6.33K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
40+ 9.17% |
$3.41K - $4.87K
|
476
$84.5K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
38New |
$3.24K - $4.63K
|
38
$6.75K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38+ 0.31% |
$3.24K - $4.63K
|
12.5K
$2.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
38+ 50.67% |
$3.24K - $4.63K
|
113
$20.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37+ 11.21% |
$3.15K - $4.51K
|
367
$65.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
30+ 0.64% |
$2.56K - $3.66K
|
4.75K
$844K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
27+ 71.05% |
$2.3K - $3.29K
|
65
$11.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
25+ 1.08% |
$2.13K - $3.05K
|
2.35K
$417K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25+ 0.48% |
$2.13K - $3.05K
|
5.21K
$924K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 32.84% |
$1.88K - $2.68K
|
89
$15.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
20+ 0.8% |
$1.71K - $2.44K
|
2.52K
$448K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
19+ 0.14% |
$1.62K - $2.32K
|
13.9K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
19+ 0.51% |
$1.62K - $2.32K
|
3.74K
$665K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19+ 100.0% |
$1.62K - $2.32K
|
38
$6.75K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19New |
$1.62K - $2.32K
|
19
$3.37K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18+ 18.75% |
$1.53K - $2.19K
|
114
$20.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
12+ 0.18% |
$1.02K - $1.46K
|
6.65K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
11+ 0.29% |
$938 - $1.34K
|
3.86K
$685K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
11+ 2.16% |
$938 - $1.34K
|
521
$92.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11+ 0.03% |
$938 - $1.34K
|
32.7K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
10+ 1.37% |
$853 - $1.22K
|
738
$131K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9+ 0.68% |
$767 - $1.1K
|
1.33K
$236K
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
5+ 0.07% |
$426 - $609
|
7.32K
$1.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.24% |
$426 - $609
|
2.05K
$364K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5+ 71.43% |
$426 - $609
|
12
$2.13K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 14.81% |
$341 - $487
|
31
$5.51K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 2.25% |
$341 - $487
|
182
$32.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4+ 9.76% |
$341 - $487
|
45
$7.99K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
4New |
$341 - $487
|
4
$710
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$341 - $487
|
4
$710
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.63% |
$256 - $366
|
481
$85.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.01% |
$256 - $366
|
22.8K
$4.05M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
2+ 0.31% |
$171 - $244
|
641
$114K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 4.0% |
$171 - $244
|
52
$9.24K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2+ 0.06% |
$171 - $244
|
3.42K
$607K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$85.3 - $122
|
2.32K
$413K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.11% |
$85.3 - $122
|
944
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.65% |
$85.3 - $122
|
156
$27.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 100.0% |
$85.3 - $122
|
2
$355
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.4% |
$85.3 - $122
|
253
$44.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.88% |
$85.3 - $122
|
114
$20.2K
|