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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
71.2K+ 821.51% |
$5.73M - $8.01M
|
79.8K
$14.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
64.8K+ 4.08% |
$5.21M - $7.29M
|
1.65M
$293M
|
|
|
Feb 02, 2024
Q4 2023
|
Leeward Investments, LLC Ma
|
BUY
|
- |
63.8KNew |
$5.14M - $7.19M
|
63.8K
$11.3M
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
63.8K+ 16.44% |
$5.14M - $7.19M
|
452K
$80.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
63.4K+ 1189.08% |
$5.1M - $7.14M
|
68.7K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
60.7KNew |
$4.89M - $6.84M
|
60.7K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
60.5K+ 621.35% |
$4.87M - $6.81M
|
70.2K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
58.2KNew |
$4.68M - $6.55M
|
58.2K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
57.6KNew |
$4.64M - $6.49M
|
57.6K
$10.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
54.9K+ 13.32% |
$4.42M - $6.18M
|
467K
$83M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
52.7K+ 32.31% |
$4.24M - $5.94M
|
216K
$38.4M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
50.2K+ 43.23% |
$4.04M - $5.66M
|
166K
$29.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
49.9K+ 108.71% |
$4.02M - $5.62M
|
95.8K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
49.6KNew |
$3.99M - $5.58M
|
49.6K
$8.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
49.1K+ 335.44% |
$3.96M - $5.53M
|
63.8K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
49K+ 15.39% |
$3.94M - $5.51M
|
367K
$65.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.9K+ 1.09% |
$3.85M - $5.39M
|
4.44M
$788M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
46.9K+ 2.1% |
$3.77M - $5.28M
|
2.28M
$405M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
45.9K+ 9.8% |
$3.7M - $5.17M
|
514K
$91.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
44.6K+ 16.34% |
$3.59M - $5.02M
|
318K
$56.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
43.8K+ 69.49% |
$3.53M - $4.93M
|
107K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
42.7K+ 289.93% |
$3.43M - $4.8M
|
57.4K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38K+ 31.82% |
$3.06M - $4.28M
|
158K
$28M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
37.1K+ 153.35% |
$2.99M - $4.18M
|
61.3K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
36.8K+ 3.89% |
$2.96M - $4.14M
|
982K
$174M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
34.9K+ 7.61% |
$2.81M - $3.93M
|
493K
$87.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
34.5K+ 3.04% |
$2.77M - $3.88M
|
1.17M
$207M
|
|
|
Feb 14, 2024
Q4 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
34.4K+ 16.5% |
$2.77M - $3.87M
|
243K
$43.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.4K+ 8.37% |
$2.52M - $3.53M
|
406K
$72.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
28.8K+ 239.93% |
$2.32M - $3.25M
|
40.9K
$7.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
27.7K+ 99.3% |
$2.23M - $3.11M
|
55.5K
$9.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.1K+ 12.5% |
$2.1M - $2.94M
|
235K
$41.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
25.2K+ 96.19% |
$2.03M - $2.84M
|
51.4K
$9.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
25.1K+ 18.81% |
$2.02M - $2.83M
|
159K
$28.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
23.6KNew |
$1.9M - $2.66M
|
23.6K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23K+ 21.75% |
$1.85M - $2.59M
|
129K
$22.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
22.6KNew |
$1.82M - $2.55M
|
22.6K
$4.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
22.4KNew |
$1.8M - $2.52M
|
22.4K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
21.7K+ 5.97% |
$1.75M - $2.45M
|
386K
$68.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
21.2KNew |
$1.71M - $2.39M
|
21.2K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
21KNew |
$1.69M - $2.36M
|
21K
$3.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.6K+ 147.77% |
$1.66M - $2.32M
|
34.6K
$6.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
19.5KNew |
$1.57M - $2.19M
|
19.5K
$3.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
19.3K+ 18.82% |
$1.55M - $2.17M
|
122K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19K+ 11.49% |
$1.53M - $2.14M
|
184K
$32.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.2K+ 7.5% |
$1.47M - $2.05M
|
261K
$46.4M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17.9K+ 122.89% |
$1.44M - $2.02M
|
32.5K
$5.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
17.8K+ 44.44% |
$1.44M - $2.01M
|
58K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
17.5KNew |
$1.41M - $1.97M
|
17.5K
$3.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
17.2K+ 1.65% |
$1.38M - $1.93M
|
1.06M
$187M
|