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 |
---|---|---|---|---|---|---|---|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
161+ 2.72% |
$16.3K - $20.8K
|
6.09K
$1.15M
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
158+ 2.87% |
$16K - $20.4K
|
5.66K
$1.07M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
158+ 405.13% |
$16K - $20.4K
|
197
$37.3K
|
|
Jun 14, 2024
Q1 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
158+ 1.42% |
$16K - $20.4K
|
11.3K
$2.14M
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
157+ 0.55% |
$15.9K - $20.3K
|
28.9K
$5.46M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
156+ 0.34% |
$15.8K - $20.2K
|
46K
$8.7M
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
156New |
$15.8K - $20.2K
|
156
$29.5K
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
154+ 5.32% |
$15.6K - $19.9K
|
3.05K
$577K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
151+ 44.28% |
$15.3K - $19.5K
|
492
$93.1K
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
149+ 0.1% |
$15.1K - $19.3K
|
156K
$29.6M
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
146+ 5.19% |
$14.8K - $18.9K
|
2.96K
$560K
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
143+ 5.0% |
$14.5K - $18.5K
|
3K
$568K
|
|
May 02, 2022
Q1 2022
|
Trust Investment Advisors
|
BUY
|
- |
125+ 1.0% |
$12.7K - $16.2K
|
12.7K
$2.4M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
125New |
$12.7K - $16.2K
|
125
$23.7K
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
124New |
$12.6K - $16K
|
124
$23.5K
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
110+ 0.5% |
$11.1K - $14.2K
|
22.1K
$4.18M
|
|
Apr 22, 2022
Q1 2022
|
Wright Investors Service Inc
|
BUY
|
- |
105+ 5.72% |
$10.6K - $13.6K
|
1.94K
$367K
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
103+ 110.75% |
$10.4K - $13.3K
|
196
$37.1K
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
103+ 0.61% |
$10.4K - $13.3K
|
17.1K
$3.23M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
102+ 5.05% |
$10.3K - $13.2K
|
2.12K
$401K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
101+ 1.91% |
$10.2K - $13.1K
|
5.38K
$1.02M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
100+ 5.11% |
$10.1K - $12.9K
|
2.06K
$389K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 1.33% |
$10.1K - $12.9K
|
7.64K
$1.45M
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
100+ 4.15% |
$10.1K - $12.9K
|
2.51K
$474K
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
98+ 2.9% |
$9.93K - $12.7K
|
3.48K
$658K
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
98+ 3.06% |
$9.93K - $12.7K
|
3.3K
$624K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
92+ 15.65% |
$9.32K - $11.9K
|
680
$129K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
87+ 1.28% |
$8.82K - $11.3K
|
6.86K
$1.3M
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
87+ 0.25% |
$8.82K - $11.3K
|
35.5K
$6.72M
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
83+ 2.35% |
$8.41K - $10.7K
|
3.62K
$685K
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
82+ 6.3% |
$8.31K - $10.6K
|
1.38K
$262K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
79+ 26.96% |
$8.01K - $10.2K
|
372
$70.4K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
79+ 4.41% |
$8.01K - $10.2K
|
1.87K
$354K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
75+ 1.83% |
$7.6K - $9.71K
|
4.18K
$792K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
74+ 27.61% |
$7.5K - $9.58K
|
342
$64.7K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
66New |
$6.69K - $8.54K
|
66
$12.5K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
63New |
$6.39K - $8.15K
|
63
$11.9K
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
60+ 0.18% |
$6.08K - $7.76K
|
33K
$6.25M
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
60New |
$6.08K - $7.76K
|
60
$11.4K
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
57+ 1.13% |
$5.78K - $7.38K
|
5.1K
$964K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
51+ 3.83% |
$5.17K - $6.6K
|
1.38K
$262K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
47+ 0.71% |
$4.76K - $6.08K
|
6.7K
$1.27M
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
46+ 0.06% |
$4.66K - $5.95K
|
81.6K
$15.4M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
46+ 2.09% |
$4.66K - $5.95K
|
2.25K
$426K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
42+ 10.32% |
$4.26K - $5.43K
|
449
$85K
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
41+ 4.71% |
$4.16K - $5.31K
|
911
$172K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
39New |
$3.95K - $5.05K
|
39
$7.38K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38+ 0.18% |
$3.85K - $4.92K
|
21.6K
$4.1M
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
35+ 1.9% |
$3.55K - $4.53K
|
1.88K
$355K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
33+ 22.0% |
$3.34K - $4.27K
|
183
$34.6K
|