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 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-147- 2.59% |
$11.8K - $16.5K
|
5.53K
$973K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-149- 16.7% |
$12K - $16.8K
|
743
$131K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-151- 1.71% |
$12.2K - $17K
|
8.7K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-155- 2.88% |
$12.5K - $17.4K
|
5.22K
$919K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-163- 1.58% |
$13.1K - $18.3K
|
10.2K
$1.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-164- 5.21% |
$13.2K - $18.5K
|
2.98K
$525K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-174- 0.66% |
$14K - $19.6K
|
26.3K
$4.62M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-182- 4.56% |
$14.6K - $20.5K
|
3.81K
$670K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-188- 1.1% |
$15.1K - $21.2K
|
16.9K
$2.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-190- 5.42% |
$15.3K - $21.4K
|
3.32K
$583K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-190- 5.42% |
$15.3K - $21.4K
|
3.32K
$583K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-191- 2.68% |
$15.4K - $21.5K
|
6.93K
$1.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-198- 9.65% |
$15.9K - $22.3K
|
1.85K
$326K
|
|
|
Feb 06, 2024
Q4 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-200- 0.9% |
$16.1K - $22.5K
|
22.1K
$3.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 2.61% |
$16.1K - $22.5K
|
7.46K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-200- 16.21% |
$16.1K - $22.5K
|
1.03K
$182K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-216- 8.96% |
$17.4K - $24.3K
|
2.19K
$386K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-218- 2.21% |
$17.5K - $24.5K
|
9.64K
$1.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-231- 0.71% |
$18.6K - $26K
|
32.5K
$5.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-233- 7.74% |
$18.8K - $26.2K
|
2.78K
$489K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-233- 36.35% |
$18.8K - $26.2K
|
408
$71.8K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-245- 2.34% |
$19.7K - $27.6K
|
10.2K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-256- 10.87% |
$20.6K - $28.8K
|
2.1K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-257- 9.25% |
$20.7K - $28.9K
|
2.52K
$444K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-258- 2.81% |
$20.8K - $29K
|
8.91K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-264- 3.04% |
$21.2K - $29.7K
|
8.43K
$1.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-264- 71.93% |
$21.2K - $29.7K
|
103
$18.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-272- 1.55% |
$21.9K - $30.6K
|
17.3K
$3.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-273- 1.87% |
$22K - $30.7K
|
14.4K
$2.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-288- 11.34% |
$23.2K - $32.4K
|
2.25K
$396K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-288- 0.9% |
$23.2K - $32.4K
|
31.6K
$5.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-295- 1.54% |
$23.7K - $33.2K
|
18.8K
$3.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-300- 23.08% |
$24.1K - $33.8K
|
1K
$176K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-300- 67.42% |
$24.1K - $33.8K
|
145
$25.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-311- 1.25% |
$25K - $35K
|
24.5K
$4.31M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-313- 6.25% |
$25.2K - $35.2K
|
4.7K
$826K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-323- 13.06% |
$26K - $36.4K
|
2.15K
$378K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-323- 13.06% |
$26K - $36.4K
|
2.15K
$378K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-336- 10.38% |
$27K - $37.8K
|
2.9K
$510K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-364- 11.44% |
$29.3K - $41K
|
2.82K
$496K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-379- 32.34% |
$30.5K - $42.7K
|
793
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-383- 4.98% |
$30.8K - $43.1K
|
7.31K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-392- 4.15% |
$31.6K - $44.1K
|
9.06K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-397- 15.8% |
$32K - $44.7K
|
2.12K
$372K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.58% |
$32.2K - $45K
|
15.1K
$2.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-401- 0.61% |
$32.3K - $45.1K
|
65.4K
$11.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-412- 6.02% |
$33.2K - $46.4K
|
6.43K
$1.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-425- 7.73% |
$34.2K - $47.8K
|
5.07K
$892K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-428- 2.78% |
$34.4K - $48.2K
|
15K
$2.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-432- 6.94% |
$34.8K - $48.6K
|
5.79K
$1.02M
|