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 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17.2K+ 9.26% |
$1.38M - $1.93M
|
203K
$36M
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
16.5K+ 1.84% |
$1.33M - $1.86M
|
916K
$163M
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
16K+ 12.58% |
$1.29M - $1.8M
|
143K
$25.4M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16KNew |
$1.29M - $1.8M
|
16K
$2.84M
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
15.3K+ 36.27% |
$1.23M - $1.72M
|
57.6K
$10.2M
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14.6KNew |
$1.18M - $1.65M
|
14.6K
$2.6M
|
|
Feb 12, 2024
Q4 2023
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
14.4KNew |
$1.16M - $1.62M
|
14.4K
$2.56M
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
13.9KNew |
$1.12M - $1.56M
|
13.9K
$2.47M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13K+ 213.27% |
$1.04M - $1.46M
|
19.1K
$3.38M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
12.2K+ 46.72% |
$979K - $1.37M
|
38.2K
$6.79M
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
12K+ 47.84% |
$967K - $1.35M
|
37.1K
$6.59M
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
11.9K+ 13.67% |
$958K - $1.34M
|
99K
$17.6M
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
11.9K+ 148.6% |
$956K - $1.34M
|
19.9K
$3.53M
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
10.9K+ 4.53% |
$874K - $1.22M
|
250K
$44.5M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8K+ 89.18% |
$873K - $1.22M
|
23K
$4.09M
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
10.8K+ 90.06% |
$870K - $1.22M
|
22.8K
$4.05M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.4K+ 238.67% |
$839K - $1.17M
|
14.8K
$2.63M
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
10.1KNew |
$813K - $1.14M
|
10.1K
$1.79M
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
9.96K+ 1357.36% |
$802K - $1.12M
|
10.7K
$1.9M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.55KNew |
$768K - $1.07M
|
9.55K
$1.7M
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.35K+ 65.67% |
$753K - $1.05M
|
23.6K
$4.19M
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
9.3K+ 923.73% |
$749K - $1.05M
|
10.3K
$1.83M
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9.29K+ 57.62% |
$748K - $1.05M
|
25.4K
$4.51M
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.16K+ 50.04% |
$737K - $1.03M
|
27.5K
$4.88M
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
9.01K+ 13.35% |
$725K - $1.01M
|
76.5K
$13.6M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.97K+ 128.97% |
$722K - $1.01M
|
15.9K
$2.83M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.17K+ 26.37% |
$657K - $919K
|
39.1K
$6.95M
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.7K+ 10.64% |
$620K - $867K
|
80.1K
$14.2M
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
7.22K+ 54.42% |
$581K - $812K
|
20.5K
$3.64M
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
6.6KNew |
$531K - $743K
|
6.6K
$1.17M
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.39K+ 6.3% |
$515K - $720K
|
108K
$19.2M
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.24K+ 1.29% |
$502K - $703K
|
491K
$87.2M
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.19KNew |
$499K - $697K
|
6.19K
$1.1M
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
6.1K+ 7.32% |
$491K - $687K
|
89.4K
$15.9M
|
|
Mar 14, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
6KNew |
$483K - $675K
|
6K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
6KNew |
$483K - $675K
|
6K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
5.79K+ 13.8% |
$466K - $652K
|
47.7K
$8.48M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.74K+ 80.47% |
$462K - $646K
|
12.9K
$2.29M
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
5.68K+ 24.6% |
$457K - $640K
|
28.8K
$5.11M
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.67K+ 214.13% |
$456K - $638K
|
8.31K
$1.48M
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.55K+ 56.06% |
$447K - $625K
|
15.5K
$2.74M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.4K+ 8.69% |
$434K - $607K
|
67.5K
$12M
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
5.13K+ 5.87% |
$413K - $578K
|
92.6K
$16.4M
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
5KNew |
$402K - $562K
|
5K
$887K
|
|
Feb 08, 2024
Q4 2023
|
Arga Investment Management, LP
|
BUY
|
- |
4.97KNew |
$400K - $560K
|
4.97K
$883K
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.85K+ 656.91% |
$390K - $546K
|
5.59K
$992K
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
4.72K+ 200.81% |
$380K - $532K
|
7.08K
$1.26M
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.64KNew |
$373K - $522K
|
4.64K
$824K
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
4.54K+ 31.01% |
$366K - $511K
|
19.2K
$3.41M
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.54K+ 108.38% |
$365K - $511K
|
8.73K
$1.55M
|