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 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
32New |
$3.24K - $4.14K
|
32
$6.43K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
31+ 41.33% |
$3.14K - $4.01K
|
106
$21.3K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
30New |
$3.04K - $3.88K
|
30
$6.03K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
28+ 0.08% |
$2.84K - $3.62K
|
34K
$6.85M
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
28+ 1.0% |
$2.84K - $3.62K
|
2.83K
$570K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
28+ 82.35% |
$2.84K - $3.62K
|
62
$12.5K
|
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
28+ 0.72% |
$2.84K - $3.62K
|
3.93K
$791K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
27+ 1.23% |
$2.74K - $3.49K
|
2.23K
$449K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.61% |
$2.64K - $3.36K
|
4.32K
$869K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
26+ 3.86% |
$2.64K - $3.36K
|
699
$141K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25+ 1.26% |
$2.53K - $3.24K
|
2K
$403K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
25New |
$2.53K - $3.24K
|
25
$5.03K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
23+ 12.11% |
$2.33K - $2.98K
|
213
$42.8K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
22+ 0.35% |
$2.23K - $2.85K
|
6.27K
$1.26M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
19New |
$1.93K - $2.46K
|
19
$3.82K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
17+ 3.05% |
$1.72K - $2.2K
|
575
$116K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
16+ 8.74% |
$1.62K - $2.07K
|
199
$40K
|
|
|
May 09, 2022
Q1 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
15+ 0.34% |
$1.52K - $1.94K
|
4.43K
$892K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
14New |
$1.42K - $1.81K
|
14
$2.82K
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
14+ 0.47% |
$1.42K - $1.81K
|
3K
$603K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
13+ 0.66% |
$1.32K - $1.68K
|
1.97K
$397K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
12+ 54.55% |
$1.22K - $1.55K
|
34
$6.84K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 0.87% |
$1.22K - $1.55K
|
1.39K
$279K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
10+ 19.23% |
$1.01K - $1.29K
|
62
$12.5K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9+ 0.24% |
$912 - $1.16K
|
3.74K
$753K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 21.43% |
$912 - $1.16K
|
51
$10.3K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 9.2% |
$811 - $1.04K
|
95
$19.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
8+ 0.52% |
$811 - $1.04K
|
1.56K
$313K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7New |
$709 - $906
|
7
$1.41K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6+ 0.19% |
$608 - $776
|
3.25K
$653K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.28% |
$608 - $776
|
2.17K
$437K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 11.36% |
$507 - $647
|
49
$9.85K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
5+ 2.5% |
$507 - $647
|
205
$41.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5New |
$507 - $647
|
5
$1.01K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5+ 3.4% |
$507 - $647
|
152
$30.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 20.0% |
$507 - $647
|
30
$6.03K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
4New |
$405 - $518
|
4
$804
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$203 - $259
|
465
$93.5K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2+ 0.06% |
$203 - $259
|
3.43K
$689K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.16% |
$203 - $259
|
1.23K
$247K
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$101 - $129
|
4.32K
$870K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.19% |
$101 - $129
|
527
$106K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.92% |
$101 - $129
|
110
$22.1K
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1+ 0.03% |
$101 - $129
|
2.87K
$576K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.14% |
$101 - $129
|
89
$17.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.55% |
$101 - $129
|
183
$36.8K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.01% |
$101 - $129
|
8.02K
$1.61M
|