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Discover Financial
Discover Financial. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 6 Institutional holders with a total value of $6,342,080.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Vantage Investment Advisors, LLC 920 24,000 0.38%
2 Estabrook Capital Management 1,000 26,080 0.41%
3 Sandy Spring Bank 1,350 35,000 0.55%
4 SOLARIS ASSET MANAGEMENT LLC 28,868 753,000 11.87%
5 KCM INVESTMENT ADVISORS LLC 78,423 2,045,000 32.24%
6 ROOSEVELT INVESTMENT GROUP LLC 132,620 3,459,000 54.54%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.