Purchases and Sales Made in Q1 2022 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
579+ 15.42% |
$58.7K - $74.9K
|
4.33K
$820K
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
547+ 13.97% |
$55.4K - $70.8K
|
4.46K
$845K
|
|
May 16, 2022
Q1 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
544+ 1.33% |
$55.1K - $70.4K
|
41.3K
$7.82M
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
540New |
$54.7K - $69.9K
|
540
$102K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
515New |
$52.2K - $66.6K
|
515
$97.5K
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
505+ 1.95% |
$51.2K - $65.3K
|
26.4K
$4.99M
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
442+ 0.12% |
$44.8K - $57.2K
|
374K
$70.9M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
424+ 20.3% |
$43K - $54.9K
|
2.51K
$476K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
399+ 3.48% |
$40.4K - $51.6K
|
11.9K
$2.24M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
395New |
$40K - $51.1K
|
395
$74.8K
|
|
May 05, 2022
Q1 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
388+ 13.09% |
$39.3K - $50.2K
|
3.35K
$635K
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
387+ 2.15% |
$39.2K - $50.1K
|
18.4K
$3.47M
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
381+ 2.12% |
$38.6K - $49.3K
|
18.3K
$3.47M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
367+ 1.0% |
$37.2K - $47.5K
|
37.1K
$7.02M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
366+ 7.01% |
$37.1K - $47.4K
|
5.59K
$1.06M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
363+ 2.92% |
$36.8K - $47K
|
12.8K
$2.42M
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
BUY
|
- |
361+ 11.49% |
$36.6K - $46.7K
|
3.5K
$663K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
360+ 8.75% |
$36.5K - $46.6K
|
4.48K
$847K
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
352+ 26.67% |
$35.7K - $45.5K
|
1.67K
$316K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
352+ 7.05% |
$35.7K - $45.5K
|
5.35K
$1.01M
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
347New |
$35.2K - $44.9K
|
347
$65.7K
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
338+ 3.12% |
$34.3K - $43.7K
|
11.2K
$2.11M
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
320+ 80.2% |
$32.4K - $41.4K
|
719
$136K
|
|
May 06, 2022
Q1 2022
|
Kendall Capital Management
|
BUY
|
- |
315+ 6.21% |
$31.9K - $40.8K
|
5.39K
$1.02M
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
305+ 13.25% |
$30.9K - $39.5K
|
2.61K
$493K
|
|
Apr 14, 2022
Q1 2022
|
Stolper CO
|
BUY
|
- |
305+ 0.69% |
$30.9K - $39.5K
|
44.8K
$8.47M
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
303+ 0.46% |
$30.7K - $39.2K
|
65.8K
$12.4M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
296+ 8.28% |
$30K - $38.3K
|
3.87K
$732K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
280+ 4.47% |
$28.4K - $36.2K
|
6.54K
$1.24M
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
279+ 6.04% |
$28.3K - $36.1K
|
4.9K
$926K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
269+ 5.93% |
$27.3K - $34.8K
|
4.8K
$909K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
259+ 2.41% |
$26.2K - $33.5K
|
11K
$2.08M
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
254+ 1.29% |
$25.7K - $32.9K
|
19.9K
$3.77M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
249+ 14.01% |
$25.2K - $32.2K
|
2.03K
$383K
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
228+ 4.0% |
$23.1K - $29.5K
|
5.92K
$1.12M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
225+ 6.28% |
$22.8K - $29.1K
|
3.81K
$721K
|
|
Apr 05, 2022
Q1 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
223+ 1.49% |
$22.6K - $28.9K
|
15.2K
$2.87M
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
221+ 3.47% |
$22.4K - $28.6K
|
6.58K
$1.25M
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
220+ 4.32% |
$22.3K - $28.5K
|
5.31K
$1M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
206+ 0.75% |
$20.9K - $26.7K
|
27.6K
$5.22M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
186+ 4.92% |
$18.9K - $24.1K
|
3.97K
$751K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
183+ 3.63% |
$18.5K - $23.7K
|
5.22K
$988K
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
181+ 0.43% |
$18.3K - $23.4K
|
42.5K
$8.03M
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
175+ 60.34% |
$17.7K - $22.6K
|
465
$88K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
175+ 9.24% |
$17.7K - $22.6K
|
2.07K
$392K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
172+ 11.05% |
$17.4K - $22.3K
|
1.73K
$327K
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
171+ 8.18% |
$17.3K - $22.1K
|
2.26K
$428K
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
169+ 6.39% |
$17.1K - $21.9K
|
2.81K
$532K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
168+ 2.4% |
$17K - $21.7K
|
7.17K
$1.36M
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
163+ 4.34% |
$16.5K - $21.1K
|
3.92K
$742K
|