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 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.43KNew |
$195K - $273K
|
2.43K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.42K+ 41.27% |
$195K - $272K
|
8.28K
$1.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.41KNew |
$194K - $272K
|
2.41K
$477K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.37KNew |
$191K - $267K
|
2.37K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
2.35K+ 22.29% |
$189K - $264K
|
12.9K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.34KNew |
$188K - $264K
|
2.34K
$462K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.31K+ 116.55% |
$186K - $260K
|
4.29K
$848K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.31K+ 6.31% |
$186K - $260K
|
38.8K
$7.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.31KNew |
$186K - $259K
|
2.31K
$455K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
2.28KNew |
$183K - $256K
|
2.28K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$182K - $254K
|
2.26K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
2.23KNew |
$180K - $251K
|
2.23K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.21K+ 20.99% |
$178K - $249K
|
12.7K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$178K - $248K
|
2.21K
$436K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.17KNew |
$175K - $244K
|
2.17K
$429K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.15KNew |
$173K - $242K
|
2.15K
$425K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.15K+ 18.1% |
$173K - $242K
|
14K
$2.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.15KNew |
$173K - $241K
|
2.15K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.14KNew |
$172K - $241K
|
2.14K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.14KNew |
$172K - $240K
|
2.14K
$422K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.12KNew |
$171K - $239K
|
2.12K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.12KNew |
$171K - $239K
|
2.12K
$419K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.11KNew |
$170K - $238K
|
2.11K
$417K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.11KNew |
$170K - $237K
|
2.11K
$416K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.1K+ 50.18% |
$169K - $237K
|
6.29K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.1KNew |
$169K - $236K
|
2.1K
$414K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.07KNew |
$166K - $232K
|
2.07K
$408K
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
2.06KNew |
$166K - $232K
|
2.06K
$407K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.06KNew |
$165K - $231K
|
2.06K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.05KNew |
$165K - $231K
|
2.05K
$405K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2.04KNew |
$164K - $230K
|
2.04K
$403K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
2.04KNew |
$164K - $229K
|
2.04K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.03K+ 30.46% |
$163K - $228K
|
8.69K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.02KNew |
$162K - $227K
|
2.02K
$398K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.01KNew |
$162K - $226K
|
2.01K
$396K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2KNew |
$161K - $226K
|
2K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.99KNew |
$160K - $224K
|
1.99K
$394K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
1.99KNew |
$160K - $224K
|
1.99K
$393K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.99KNew |
$160K - $224K
|
1.99K
$393K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.98KNew |
$159K - $223K
|
1.98K
$391K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
1.97KNew |
$159K - $222K
|
1.97K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.96KNew |
$157K - $220K
|
1.96K
$386K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
1.95KNew |
$157K - $219K
|
1.95K
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.94KNew |
$156K - $218K
|
1.94K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.94KNew |
$156K - $218K
|
1.94K
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.94KNew |
$156K - $218K
|
1.94K
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.92K+ 17.55% |
$155K - $216K
|
12.9K
$2.54M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.92KNew |
$154K - $216K
|
1.92K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.91KNew |
$154K - $215K
|
1.91K
$378K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.9K+ 31.5% |
$153K - $214K
|
7.93K
$1.57M
|