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 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.16K- 19.73% |
$93.3K - $130K
|
4.71K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.18K- 4.21% |
$95.2K - $133K
|
26.9K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 6.85% |
$95.8K - $134K
|
16.2K
$2.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.21K- 0.5% |
$97.6K - $137K
|
242K
$42.6M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.21K- 45.2% |
$97.7K - $137K
|
1.47K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.36K- 3.4% |
$110K - $153K
|
38.7K
$6.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.4K- 6.25% |
$112K - $157K
|
20.9K
$3.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.41K- 2.49% |
$113K - $158K
|
55.1K
$9.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.48K- 42.24% |
$119K - $167K
|
2.03K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.52K- 4.19% |
$123K - $171K
|
34.8K
$6.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-1.53K- 42.06% |
$123K - $172K
|
2.11K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.56K- 2.2% |
$125K - $175K
|
69K
$12.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.58K- 1.29% |
$127K - $178K
|
121K
$21.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-1.59K- 32.42% |
$128K - $179K
|
3.31K
$582K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.59K- 18.97% |
$128K - $179K
|
6.8K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.62K- 5.16% |
$130K - $182K
|
29.7K
$5.23M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 12.58% |
$135K - $188K
|
11.6K
$2.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.74K- 4.22% |
$140K - $196K
|
39.4K
$6.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.76K- 21.16% |
$141K - $198K
|
6.54K
$1.15M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.83K- 46.88% |
$147K - $206K
|
2.07K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.95K- 26.2% |
$157K - $219K
|
5.48K
$964K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-1.97K- 39.81% |
$158K - $222K
|
2.98K
$523K
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2K- 16.81% |
$161K - $225K
|
9.9K
$1.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.04K- 32.84% |
$164K - $230K
|
4.18K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-2.05K- 26.91% |
$165K - $231K
|
5.57K
$980K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.12K- 2.2% |
$170K - $238K
|
93.8K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-2.12K- 1.61% |
$171K - $239K
|
130K
$22.8M
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-2.12K- 54.69% |
$171K - $239K
|
1.76K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.12K- 0.47% |
$171K - $239K
|
449K
$79M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-2.17K- 6.51% |
$175K - $245K
|
31.2K
$5.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.19K- 3.94% |
$176K - $246K
|
53.4K
$9.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.19K- 12.21% |
$176K - $247K
|
15.7K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.39K- 9.89% |
$193K - $269K
|
21.8K
$3.83M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.43K- 8.66% |
$196K - $273K
|
25.6K
$4.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.57K- 10.96% |
$206K - $289K
|
20.8K
$3.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.6K- 96.65% |
$209K - $292K
|
90
$15.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-2.8K- 6.68% |
$225K - $315K
|
39.1K
$6.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-2.8K- 1.21% |
$226K - $316K
|
229K
$40.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.81K- 1.76% |
$226K - $316K
|
157K
$27.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.88K- 12.17% |
$232K - $324K
|
20.8K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.88K- 16.39% |
$232K - $324K
|
14.7K
$2.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.91K- 2.76% |
$234K - $327K
|
103K
$18M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 4.34% |
$236K - $330K
|
64.6K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3K- 12.32% |
$242K - $338K
|
21.4K
$3.76M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.08K- 52.85% |
$248K - $347K
|
2.75K
$484K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-3.09K- 14.46% |
$248K - $347K
|
18.3K
$3.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-3.17K- 2.65% |
$255K - $357K
|
116K
$20.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-3.31K- 9.25% |
$266K - $372K
|
32.4K
$5.7M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.33K- 8.38% |
$268K - $375K
|
36.4K
$6.4M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.39K- 42.52% |
$273K - $382K
|
4.59K
$806K
|