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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
76New |
$6.12K - $8.56K
|
76
$13.5K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
75New |
$6.04K - $8.44K
|
75
$13.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
74+ 2.13% |
$5.96K - $8.33K
|
3.54K
$629K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
72+ 10.7% |
$5.8K - $8.11K
|
745
$132K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
70New |
$5.63K - $7.88K
|
70
$12.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
69+ 1.62% |
$5.55K - $7.77K
|
4.34K
$771K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
68+ 5.11% |
$5.47K - $7.65K
|
1.4K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
68+ 2.32% |
$5.47K - $7.65K
|
2.99K
$532K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
66New |
$5.31K - $7.43K
|
66
$11.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
59+ 0.36% |
$4.75K - $6.64K
|
16.5K
$2.92M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
58New |
$4.67K - $6.53K
|
58
$10.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
57+ 1.33% |
$4.59K - $6.42K
|
4.34K
$770K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
57+ 0.58% |
$4.59K - $6.42K
|
9.86K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
57+ 1.18% |
$4.59K - $6.42K
|
4.89K
$869K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
51+ 4.81% |
$4.1K - $5.74K
|
1.11K
$197K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
51+ 4.81% |
$4.1K - $5.74K
|
1.11K
$197K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
51New |
$4.1K - $5.74K
|
51
$9.06K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$4.02K - $5.63K
|
50
$8.88K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
50+ 43.1% |
$4.02K - $5.63K
|
166
$29.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
47+ 0.5% |
$3.78K - $5.29K
|
9.48K
$1.68M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
44+ 0.87% |
$3.54K - $4.95K
|
5.1K
$905K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
43+ 0.61% |
$3.46K - $4.84K
|
7.07K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
42+ 0.66% |
$3.38K - $4.73K
|
6.42K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
40+ 0.54% |
$3.22K - $4.5K
|
7.38K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40+ 1.63% |
$3.22K - $4.5K
|
2.5K
$443K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 0.66% |
$3.14K - $4.39K
|
5.98K
$1.06M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
38+ 100.0% |
$3.06K - $4.28K
|
76
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
35New |
$2.82K - $3.94K
|
35
$6.22K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
33New |
$2.66K - $3.71K
|
33
$5.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
29New |
$2.33K - $3.26K
|
29
$5.15K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
28New |
$2.25K - $3.15K
|
28
$4.97K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
27+ 6.75% |
$2.17K - $3.04K
|
427
$75.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
27+ 0.72% |
$2.17K - $3.04K
|
3.78K
$672K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
27New |
$2.17K - $3.04K
|
27
$4.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
26+ 1.05% |
$2.09K - $2.93K
|
2.5K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25+ 0.32% |
$2.01K - $2.81K
|
7.92K
$1.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
25New |
$2.01K - $2.81K
|
25
$4.44K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 0.7% |
$1.85K - $2.59K
|
3.3K
$586K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
22+ 12.87% |
$1.77K - $2.48K
|
193
$34.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
22+ 4.46% |
$1.77K - $2.48K
|
515
$91.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
21+ 0.55% |
$1.69K - $2.36K
|
3.84K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
20+ 0.2% |
$1.61K - $2.25K
|
10.1K
$1.8M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
19+ 0.73% |
$1.53K - $2.14K
|
2.61K
$464K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19New |
$1.53K - $2.14K
|
19
$3.37K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 1.72% |
$1.45K - $2.03K
|
1.07K
$189K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 1.72% |
$1.45K - $2.03K
|
1.07K
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17+ 0.0% |
$1.37K - $1.91K
|
612K
$109M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
16+ 16.0% |
$1.29K - $1.8K
|
116
$20.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
15New |
$1.21K - $1.69K
|
15
$2.66K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 1.26% |
$1.05K - $1.46K
|
1.04K
$185K
|