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 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 25.0% |
$101 - $129
|
3
$568
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-2- 0.09% |
$203 - $259
|
2.19K
$414K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 0.36% |
$203 - $259
|
547
$104K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 0.86% |
$507 - $647
|
576
$109K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6- 0.29% |
$608 - $776
|
2.09K
$395K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6- 4.2% |
$608 - $776
|
137
$25.9K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7Closed |
$709 - $906
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-7Closed |
$709 - $906
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-9Closed |
$912 - $1.16K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 1.88% |
$912 - $1.16K
|
469
$88.8K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-10- 0.5% |
$1.01K - $1.29K
|
1.97K
$374K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 4.0% |
$1.01K - $1.29K
|
240
$45.4K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-12- 0.12% |
$1.22K - $1.55K
|
10.1K
$1.91M
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-12Closed |
$1.22K - $1.55K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-12- 0.44% |
$1.22K - $1.55K
|
2.73K
$517K
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-12- 0.01% |
$1.22K - $1.55K
|
107K
$20.2M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-13Closed |
$1.32K - $1.68K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-15Closed |
$1.52K - $1.94K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-16- 0.42% |
$1.62K - $2.07K
|
3.82K
$724K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-16- 0.08% |
$1.62K - $2.07K
|
19.4K
$3.67M
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-16- 0.85% |
$1.62K - $2.07K
|
1.86K
$351K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-16- 9.52% |
$1.62K - $2.07K
|
152
$28.8K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 1.58% |
$1.82K - $2.33K
|
1.12K
$213K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-21- 0.29% |
$2.13K - $2.72K
|
7.1K
$1.34M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-21- 9.95% |
$2.13K - $2.72K
|
190
$36K
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-25- 0.9% |
$2.53K - $3.24K
|
2.75K
$520K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-26Closed |
$2.64K - $3.36K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-26- 45.61% |
$2.64K - $3.36K
|
31
$5.87K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-27- 0.62% |
$2.74K - $3.49K
|
4.32K
$818K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-29Closed |
$2.94K - $3.75K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-30- 1.95% |
$3.04K - $3.88K
|
1.51K
$285K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-30Closed |
$3.04K - $3.88K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-30- 20.41% |
$3.04K - $3.88K
|
117
$22.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-32Closed |
$3.24K - $4.14K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-33- 1.17% |
$3.34K - $4.27K
|
2.79K
$528K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-36- 5.17% |
$3.65K - $4.66K
|
660
$125K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-36- 1.94% |
$3.65K - $4.66K
|
1.82K
$344K
|
|
|
May 11, 2022
Q1 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-37- 1.18% |
$3.75K - $4.79K
|
3.11K
$589K
|
|
|
May 16, 2022
Q1 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-37- 1.18% |
$3.75K - $4.79K
|
3.11K
$589K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-38- 0.74% |
$3.85K - $4.92K
|
5.11K
$967K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-39- 3.8% |
$3.95K - $5.05K
|
986
$187K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
SELL
|
- |
-47- 0.32% |
$4.76K - $6.08K
|
14.7K
$2.78M
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-48Closed |
$4.86K - $6.21K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 1.67% |
$5.07K - $6.47K
|
2.94K
$557K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 1.75% |
$5.07K - $6.47K
|
2.82K
$533K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-52- 12.94% |
$5.27K - $6.73K
|
350
$66.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-53- 1.42% |
$5.37K - $6.86K
|
3.67K
$694K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-53- 0.72% |
$5.37K - $6.86K
|
7.27K
$1.38M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-53- 0.6% |
$5.37K - $6.86K
|
8.73K
$1.65M
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-54- 93.1% |
$5.47K - $6.99K
|
4
$757
|