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 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
710New |
$57.1K - $79.9K
|
710
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
700New |
$56.3K - $78.8K
|
700
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
696+ 11.21% |
$56K - $78.3K
|
6.91K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
656+ 3.22% |
$52.8K - $73.8K
|
21.1K
$3.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
643+ 32.15% |
$51.8K - $72.4K
|
2.64K
$469K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
636+ 2.22% |
$51.2K - $71.6K
|
29.3K
$5.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
621+ 2.16% |
$50K - $69.9K
|
29.4K
$5.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
609+ 4.09% |
$49K - $68.6K
|
15.5K
$2.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
605New |
$48.7K - $68.1K
|
605
$107K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
595+ 15.76% |
$47.9K - $67K
|
4.37K
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
595+ 0.09% |
$47.9K - $67K
|
674K
$120M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
580+ 6.69% |
$46.7K - $65.3K
|
9.24K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
571+ 19.17% |
$46K - $64.3K
|
3.55K
$630K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
568+ 2.67% |
$45.7K - $63.9K
|
21.8K
$3.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
561+ 102.0% |
$45.2K - $63.2K
|
1.11K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
561+ 8.22% |
$45.2K - $63.2K
|
7.39K
$1.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
514+ 9.1% |
$41.4K - $57.9K
|
6.16K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
502+ 17.6% |
$40.4K - $56.5K
|
3.35K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
500New |
$40.2K - $56.3K
|
500
$88.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
500New |
$40.2K - $56.3K
|
500
$88.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
493+ 110.04% |
$39.7K - $55.5K
|
941
$167K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
468+ 9.26% |
$37.7K - $52.7K
|
5.52K
$981K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
461+ 0.92% |
$37.1K - $51.9K
|
50.5K
$8.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
437+ 0.04% |
$35.2K - $49.2K
|
991K
$176M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
409+ 9.86% |
$32.9K - $46K
|
4.56K
$810K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
402+ 41.92% |
$32.4K - $45.3K
|
1.36K
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
400+ 14.34% |
$32.2K - $45K
|
3.19K
$566K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
391+ 6.6% |
$31.5K - $44K
|
6.32K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
383+ 1.28% |
$30.8K - $43.1K
|
30.3K
$5.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
378+ 5.12% |
$30.4K - $42.6K
|
7.75K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
377+ 6.79% |
$30.3K - $42.4K
|
5.93K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
376+ 11.22% |
$30.3K - $42.3K
|
3.73K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
375+ 0.99% |
$30.2K - $42.2K
|
38.3K
$6.79M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
371New |
$29.9K - $41.8K
|
371
$65.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
355+ 4.23% |
$28.6K - $40K
|
8.75K
$1.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
347+ 0.79% |
$27.9K - $39.1K
|
44.4K
$7.88M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
345New |
$27.8K - $38.8K
|
345
$61.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
342+ 10.93% |
$27.5K - $38.5K
|
3.47K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
336+ 0.6% |
$27K - $37.8K
|
56.4K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
332+ 6.92% |
$26.7K - $37.4K
|
5.13K
$911K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
319+ 20.4% |
$25.7K - $35.9K
|
1.88K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
308+ 10.74% |
$24.8K - $34.7K
|
3.18K
$564K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
307New |
$24.7K - $34.6K
|
307
$54.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
304+ 2.9% |
$24.5K - $34.2K
|
10.8K
$1.92M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
301+ 3.17% |
$24.2K - $33.9K
|
9.8K
$1.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
290+ 1.48% |
$23.3K - $32.6K
|
19.9K
$3.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
286+ 2.04% |
$23K - $32.2K
|
14.3K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
280+ 7.27% |
$22.5K - $31.5K
|
4.13K
$733K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
276+ 11.67% |
$22.2K - $31.1K
|
2.64K
$469K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
272New |
$21.9K - $30.6K
|
272
$48.3K
|