Purchases and Sales Made in Q2 2023 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-82- 1.56% |
$7.58K - $9.67K
|
5.19K
$894K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-83- 3.39% |
$7.67K - $9.79K
|
2.37K
$408K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-87- 66.41% |
$8.04K - $10.3K
|
44
$7.58K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-100- 1.56% |
$9.24K - $11.8K
|
6.32K
$1.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-100- 3.98% |
$9.24K - $11.8K
|
2.41K
$415K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-107- 3.43% |
$9.89K - $12.6K
|
3.01K
$519K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-107- 3.43% |
$9.89K - $12.6K
|
3.01K
$519K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-116- 6.25% |
$10.7K - $13.7K
|
1.74K
$300K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-117- 38.87% |
$10.8K - $13.8K
|
184
$31.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-118- 52.68% |
$10.9K - $13.9K
|
106
$18.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-123- 10.92% |
$11.4K - $14.5K
|
1K
$173K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-125- 35.71% |
$11.6K - $14.7K
|
225
$38.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-127- 73.84% |
$11.7K - $15K
|
45
$7.75K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-133- 1.21% |
$12.3K - $15.7K
|
10.8K
$1.87M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-144- 3.99% |
$13.3K - $17K
|
3.46K
$597K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-145- 4.96% |
$13.4K - $17.1K
|
2.78K
$479K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-154- 3.24% |
$14.2K - $18.2K
|
4.6K
$792K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-160- 0.94% |
$14.8K - $18.9K
|
16.8K
$2.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-160- 4.55% |
$14.8K - $18.9K
|
3.36K
$579K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-161- 2.01% |
$14.9K - $19K
|
7.85K
$1.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-161- 5.91% |
$14.9K - $19K
|
2.56K
$442K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-161- 0.32% |
$14.9K - $19K
|
49.9K
$8.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-163- 0.21% |
$15.1K - $19.2K
|
77.4K
$13.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-165- 5.31% |
$15.3K - $19.5K
|
2.95K
$508K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-175- 11.69% |
$16.2K - $20.6K
|
1.32K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-192- 36.71% |
$17.7K - $22.6K
|
331
$57K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-197- 1.26% |
$18.2K - $23.2K
|
15.4K
$2.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-198- 6.0% |
$18.3K - $23.3K
|
3.1K
$535K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 4.88% |
$18.5K - $23.6K
|
3.9K
$672K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-200- 1.87% |
$18.5K - $23.6K
|
10.5K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-200- 2.59% |
$18.5K - $23.6K
|
7.53K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-205- 2.17% |
$19K - $24.2K
|
9.26K
$1.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-211- 3.01% |
$19.5K - $24.9K
|
6.8K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-213- 6.55% |
$19.7K - $25.1K
|
3.04K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-213- 8.74% |
$19.7K - $25.1K
|
2.22K
$383K
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-214- 0.84% |
$19.8K - $25.2K
|
25.2K
$4.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-223- 2.64% |
$20.6K - $26.3K
|
8.22K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-223- 0.87% |
$20.6K - $26.3K
|
25.3K
$4.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-224- 11.16% |
$20.7K - $26.4K
|
1.78K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-227- 36.2% |
$21K - $26.8K
|
400
$68.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-230- 9.06% |
$21.3K - $27.1K
|
2.31K
$398K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-232- 41.28% |
$21.4K - $27.4K
|
330
$56.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-240- 4.14% |
$22.2K - $28.3K
|
5.56K
$958K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-243- 2.69% |
$22.5K - $28.6K
|
8.78K
$1.51M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-244- 0.25% |
$22.6K - $28.8K
|
97.7K
$16.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-246- 8.49% |
$22.7K - $29K
|
2.65K
$457K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-252- 1.08% |
$23.3K - $29.7K
|
23.1K
$3.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
SELL
|
- |
-271- 4.67% |
$25.1K - $32K
|
5.53K
$953K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-280- 1.3% |
$25.9K - $33K
|
21.3K
$3.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-297- 1.72% |
$27.5K - $35K
|
17K
$2.93M
|