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 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
270+ 2.16% |
$21.7K - $30.4K
|
12.8K
$2.52M
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
250+ 6.95% |
$20.1K - $28.1K
|
3.85K
$760K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
250+ 1.3% |
$20.1K - $28.1K
|
19.4K
$3.83M
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
250New |
$20.1K - $28.1K
|
250
$49.4K
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
246+ 8.38% |
$19.8K - $27.7K
|
3.18K
$628K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
234New |
$18.8K - $26.3K
|
234
$46.2K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
233+ 6.15% |
$18.8K - $26.2K
|
4.02K
$794K
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
233+ 1.21% |
$18.8K - $26.2K
|
19.6K
$3.86M
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
221New |
$17.8K - $24.9K
|
221
$43.6K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
221New |
$17.8K - $24.9K
|
221
$43.6K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
213+ 3.6% |
$17.1K - $24K
|
6.12K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
209+ 1.77% |
$16.8K - $23.5K
|
12K
$2.37M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
204+ 0.21% |
$16.4K - $23K
|
96K
$19M
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.46% |
$16.1K - $22.5K
|
43.2K
$8.54M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
191+ 26.6% |
$15.4K - $21.5K
|
909
$180K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
187+ 10.31% |
$15.1K - $21.1K
|
2K
$395K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
180New |
$14.5K - $20.3K
|
180
$35.6K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
179New |
$14.4K - $20.2K
|
179
$35.4K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
172New |
$13.8K - $19.4K
|
172
$34K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
171+ 0.43% |
$13.8K - $19.2K
|
39.8K
$7.86M
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
171+ 44.76% |
$13.8K - $19.2K
|
553
$109K
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
155+ 0.32% |
$12.5K - $17.4K
|
49K
$9.67M
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
154+ 51.51% |
$12.4K - $17.3K
|
453
$89.5K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
150New |
$12.1K - $16.9K
|
150
$29.6K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
150New |
$12.1K - $16.9K
|
150
$29.6K
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
147+ 4.23% |
$11.8K - $16.5K
|
3.62K
$715K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
147New |
$11.8K - $16.5K
|
147
$29K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
142+ 3.41% |
$11.4K - $16K
|
4.31K
$851K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
141New |
$11.3K - $15.9K
|
141
$27.8K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
141+ 23.27% |
$11.3K - $15.9K
|
747
$148K
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
141New |
$11.3K - $15.9K
|
141
$27.8K
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
130+ 86.09% |
$10.5K - $14.6K
|
281
$55.5K
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
129+ 0.41% |
$10.4K - $14.5K
|
31.5K
$6.22M
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
113+ 0.59% |
$9.1K - $12.7K
|
19.4K
$3.83M
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
110+ 0.25% |
$8.85K - $12.4K
|
43.8K
$8.65M
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
109+ 1.73% |
$8.77K - $12.3K
|
6.4K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
105New |
$8.45K - $11.8K
|
105
$20.7K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
104+ 4.49% |
$8.37K - $11.7K
|
2.42K
$478K
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
102+ 3.42% |
$8.21K - $11.5K
|
3.09K
$609K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
102+ 45.13% |
$8.21K - $11.5K
|
328
$64.8K
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
100+ 0.13% |
$8.05K - $11.3K
|
79.8K
$15.8M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
99+ 3.28% |
$7.97K - $11.1K
|
3.12K
$616K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
98New |
$7.89K - $11K
|
98
$19.4K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
95+ 0.24% |
$7.65K - $10.7K
|
39.1K
$7.71M
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
92+ 2.7% |
$7.41K - $10.4K
|
3.5K
$690K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
87New |
$7K - $9.79K
|
87
$17.2K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
85+ 0.85% |
$6.84K - $9.57K
|
10.1K
$2M
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
82+ 7.47% |
$6.6K - $9.23K
|
1.18K
$233K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
82+ 9.19% |
$6.6K - $9.23K
|
974
$192K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
77+ 38.5% |
$6.2K - $8.67K
|
277
$54.7K
|