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
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.52KNew |
$364K - $509K
|
4.52K
$803K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
4.5K+ 8.96% |
$362K - $507K
|
54.8K
$9.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.44K+ 19.55% |
$357K - $500K
|
27.1K
$4.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.24KNew |
$341K - $478K
|
4.24K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.21K+ 7.13% |
$339K - $474K
|
63.3K
$11.2M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.15KNew |
$334K - $467K
|
4.15K
$737K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.01KNew |
$323K - $451K
|
4.01K
$712K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.97KNew |
$319K - $446K
|
3.97K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.94KNew |
$317K - $443K
|
3.94K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.93KNew |
$316K - $442K
|
3.93K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
3.73KNew |
$300K - $420K
|
3.73K
$662K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.72KNew |
$300K - $419K
|
3.72K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.69KNew |
$297K - $415K
|
3.69K
$655K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
3.66K+ 115.45% |
$295K - $412K
|
6.83K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.64KNew |
$293K - $409K
|
3.64K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.62KNew |
$292K - $408K
|
3.62K
$643K
|
|
|
Feb 12, 2024
Q4 2023
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
3.52K+ 16.13% |
$283K - $396K
|
25.3K
$4.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
3.46KNew |
$278K - $389K
|
3.46K
$614K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.45KNew |
$277K - $388K
|
3.45K
$612K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.44KNew |
$277K - $387K
|
3.44K
$610K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.34K+ 20.48% |
$269K - $376K
|
19.6K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.29KNew |
$264K - $370K
|
3.29K
$584K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.21KNew |
$258K - $361K
|
3.21K
$570K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.14K+ 5.0% |
$252K - $353K
|
65.8K
$11.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.13KNew |
$252K - $353K
|
3.13K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.04K+ 3.13% |
$245K - $342K
|
100K
$17.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.02KNew |
$243K - $339K
|
3.02K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3K+ 20.51% |
$242K - $338K
|
17.7K
$3.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
3KNew |
$242K - $338K
|
3K
$534K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.99KNew |
$240K - $336K
|
2.99K
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.98KNew |
$240K - $336K
|
2.98K
$530K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.97K+ 34.59% |
$239K - $335K
|
11.6K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.86KNew |
$230K - $322K
|
2.86K
$508K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.85KNew |
$229K - $321K
|
2.85K
$506K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.8KNew |
$226K - $315K
|
2.8K
$498K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.79K+ 29.71% |
$224K - $314K
|
12.2K
$2.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.78KNew |
$224K - $313K
|
2.78K
$494K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2.78K+ 8964.52% |
$224K - $313K
|
2.81K
$499K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.78K+ 9.46% |
$224K - $313K
|
32.1K
$5.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.67KNew |
$215K - $301K
|
2.67K
$475K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.65KNew |
$214K - $299K
|
2.65K
$471K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.65KNew |
$214K - $299K
|
2.65K
$471K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.65KNew |
$213K - $298K
|
2.65K
$470K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.61KNew |
$210K - $294K
|
2.61K
$463K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.52KNew |
$203K - $284K
|
2.52K
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.51K+ 34.7% |
$202K - $283K
|
9.76K
$1.73M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.48KNew |
$200K - $279K
|
2.48K
$441K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.48KNew |
$200K - $279K
|
2.48K
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.48K+ 26.87% |
$200K - $279K
|
11.7K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.44K+ 7.7% |
$197K - $275K
|
34.2K
$6.07M
|