Purchases and Sales Made in Q4 2023 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-19- 0.06% |
$1.53K - $2.14K
|
32.8K
$5.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20- 0.54% |
$1.61K - $2.25K
|
3.69K
$649K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-25- 0.83% |
$2.01K - $2.81K
|
2.98K
$523K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-26- 1.12% |
$2.09K - $2.93K
|
2.3K
$404K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-27- 0.23% |
$2.17K - $3.04K
|
11.6K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-27- 41.54% |
$2.17K - $3.04K
|
38
$6.68K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-27- 51.92% |
$2.17K - $3.04K
|
25
$4.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-28- 1.13% |
$2.25K - $3.15K
|
2.44K
$430K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 5.02% |
$2.33K - $3.26K
|
549
$96.6K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-30- 1.06% |
$2.41K - $3.38K
|
2.8K
$493K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-32- 17.58% |
$2.58K - $3.6K
|
150
$26.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-38- 9.07% |
$3.06K - $4.28K
|
381
$67K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 8.0% |
$3.22K - $4.5K
|
460
$80.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-44- 0.77% |
$3.54K - $4.95K
|
5.7K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
SELL
|
- |
-44- 0.36% |
$3.54K - $4.95K
|
12.2K
$2.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 0.67% |
$4.02K - $5.63K
|
7.39K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-52- 41.6% |
$4.19K - $5.85K
|
73
$12.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-52- 2.14% |
$4.19K - $5.85K
|
2.38K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-53- 0.84% |
$4.27K - $5.97K
|
6.28K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-57- 1.14% |
$4.59K - $6.42K
|
4.95K
$871K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-69- 0.41% |
$5.55K - $7.77K
|
16.7K
$2.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 2.65% |
$5.63K - $7.88K
|
2.57K
$452K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-70- 0.73% |
$5.63K - $7.88K
|
9.54K
$1.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-71- 2.58% |
$5.71K - $7.99K
|
2.68K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-72- 2.25% |
$5.8K - $8.11K
|
3.12K
$549K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-80- 5.24% |
$6.44K - $9.01K
|
1.45K
$254K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-80- 0.68% |
$6.44K - $9.01K
|
11.6K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-82- 2.13% |
$6.6K - $9.23K
|
3.77K
$664K
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-83- 1.02% |
$6.68K - $9.34K
|
8.03K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-84- 1.08% |
$6.76K - $9.46K
|
7.69K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-86- 21.23% |
$6.92K - $9.68K
|
319
$56.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-87- 2.92% |
$7K - $9.79K
|
2.89K
$508K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-88- 2.14% |
$7.08K - $9.91K
|
4.03K
$709K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-88- 2.27% |
$7.08K - $9.91K
|
3.78K
$665K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-90- 0.55% |
$7.24K - $10.1K
|
16.2K
$2.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-93- 6.79% |
$7.49K - $10.5K
|
1.28K
$224K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-94- 94.0% |
$7.57K - $10.6K
|
6
$1.06K
|
|
|
Feb 13, 2024
Q4 2023
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-100- 1.22% |
$8.05K - $11.3K
|
8.1K
$1.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 1.6% |
$8.05K - $11.3K
|
6.15K
$1.08M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-109- 2.27% |
$8.77K - $12.3K
|
4.7K
$826K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-110- 0.62% |
$8.85K - $12.4K
|
17.6K
$3.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-111- 1.06% |
$8.93K - $12.5K
|
10.4K
$1.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-111- 3.45% |
$8.93K - $12.5K
|
3.11K
$546K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-112- 3.97% |
$9.01K - $12.6K
|
2.71K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-120- 14.1% |
$9.66K - $13.5K
|
731
$129K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-124- 24.7% |
$9.98K - $14K
|
378
$66.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-131- 83.97% |
$10.5K - $14.7K
|
25
$4.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-136- 2.74% |
$10.9K - $15.3K
|
4.82K
$848K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-141- 9.72% |
$11.3K - $15.9K
|
1.31K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-141- 3.7% |
$11.3K - $15.9K
|
3.67K
$645K
|