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 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.87KNew |
$151K - $211K
|
1.87K
$332K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.87KNew |
$150K - $210K
|
1.87K
$332K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.86KNew |
$150K - $209K
|
1.86K
$330K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.82KNew |
$146K - $204K
|
1.82K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.82KNew |
$146K - $204K
|
1.82K
$322K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.81KNew |
$146K - $204K
|
1.81K
$322K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.8K+ 19.8% |
$145K - $202K
|
10.9K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.79KNew |
$144K - $202K
|
1.79K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.79KNew |
$144K - $201K
|
1.79K
$318K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.77K+ 13.37% |
$142K - $199K
|
15K
$2.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.7K+ 10.7% |
$137K - $191K
|
17.6K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.67K+ 32.59% |
$135K - $188K
|
6.81K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.62K+ 1.72% |
$131K - $183K
|
95.9K
$17M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.61K+ 24.56% |
$129K - $181K
|
8.15K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.57K+ 17.21% |
$126K - $177K
|
10.7K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.55K+ 0.89% |
$125K - $175K
|
177K
$31.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.54K+ 2.44% |
$124K - $173K
|
64.8K
$11.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.52KNew |
$122K - $171K
|
1.52K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.49K+ 16.77% |
$120K - $167K
|
10.3K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.41K+ 8.17% |
$113K - $158K
|
18.6K
$3.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.4KNew |
$113K - $158K
|
1.4K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.38KNew |
$111K - $155K
|
1.38K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.37K+ 1.93% |
$111K - $155K
|
72.6K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.37K+ 36.47% |
$110K - $154K
|
5.11K
$907K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.33K+ 3.42% |
$107K - $149K
|
40K
$7.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.28K+ 9.2% |
$103K - $144K
|
15.2K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.24K+ 0.88% |
$99.8K - $140K
|
142K
$25.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.23K+ 36.54% |
$98.7K - $138K
|
4.58K
$814K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.21K+ 23.99% |
$97.6K - $137K
|
6.27K
$1.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
1.18K+ 10.29% |
$95K - $133K
|
12.7K
$2.25M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.12K+ 25.55% |
$90K - $126K
|
5.49K
$976K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 13.9% |
$88.9K - $124K
|
9.05K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 19.45% |
$86.4K - $121K
|
6.59K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.06K+ 1.88% |
$85.4K - $119K
|
57.4K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.05K+ 21.56% |
$84.4K - $118K
|
5.91K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.04K+ 8.13% |
$83.8K - $117K
|
13.8K
$2.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
999+ 4.69% |
$80.4K - $112K
|
22.3K
$3.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
992+ 3.88% |
$79.8K - $112K
|
26.6K
$4.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
959+ 9.49% |
$77.2K - $108K
|
11.1K
$1.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
955+ 33.54% |
$76.9K - $108K
|
3.8K
$675K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
931+ 1258.11% |
$74.9K - $105K
|
1.01K
$178K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
902+ 0.72% |
$72.6K - $102K
|
126K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
854+ 17.51% |
$68.7K - $96.1K
|
5.73K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
853+ 209.58% |
$68.7K - $96K
|
1.26K
$224K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
773+ 6.31% |
$62.2K - $87K
|
13K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
761+ 24.08% |
$61.3K - $85.7K
|
3.92K
$696K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
738New |
$59.4K - $83.1K
|
738
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
732+ 2.46% |
$58.9K - $82.4K
|
30.5K
$5.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
730+ 8.62% |
$58.8K - $82.2K
|
9.2K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
718+ 15.1% |
$57.8K - $80.8K
|
5.47K
$972K
|