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

Institutional Holders (2016Q4)
Portfolio Summary: 7 Institutional holders with a total value of $6,470,680.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Estabrook Capital Management 1,000 25,680 0.40%
2 Vantage Investment Advisors, LLC 1,335 34,000 0.53%
3 Sandy Spring Bank 1,350 35,000 0.54%
4 SUNNYMEATH ASSET MANAGEMENT, INC. 12,500 321,000 4.96%
5 SOLARIS ASSET MANAGEMENT LLC 27,702 711,000 10.99%
6 KCM INVESTMENT ADVISORS LLC 78,190 2,008,000 31.03%
7 ROOSEVELT INVESTMENT GROUP LLC 129,911 3,336,000 51.56%

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.