Purchases and Sales Made in Q2 2022 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-146- 4.25% |
$13.1K - $17.6K
|
3.29K
$661K
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-150- 2.91% |
$13.4K - $18.1K
|
5K
$1M
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-150- 0.35% |
$13.4K - $18.1K
|
42.9K
$8.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-153- 3.21% |
$13.7K - $18.4K
|
4.61K
$926K
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-156- 6.84% |
$14K - $18.8K
|
2.13K
$427K
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-160- 1.83% |
$14.3K - $19.3K
|
8.57K
$1.72M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-175- 5.06% |
$15.7K - $21.1K
|
3.28K
$660K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-179- 0.61% |
$16K - $21.6K
|
29.4K
$5.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-181- 0.12% |
$16.2K - $21.8K
|
156K
$31.4M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-185- 7.55% |
$16.6K - $22.3K
|
2.27K
$455K
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-186- 6.48% |
$16.7K - $22.4K
|
2.68K
$539K
|
|
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-197- 0.3% |
$17.6K - $23.8K
|
66.4K
$13.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-197- 0.3% |
$17.6K - $23.8K
|
66.4K
$13.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-198- 3.77% |
$17.7K - $23.9K
|
5.06K
$1.02M
|
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-200- 7.15% |
$17.9K - $24.1K
|
2.6K
$522K
|
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-200- 6.8% |
$17.9K - $24.1K
|
2.74K
$551K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-200- 86.96% |
$17.9K - $24.1K
|
30
$6.03K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-200Closed |
$17.9K - $24.1K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-204- 0.47% |
$18.3K - $24.6K
|
43.2K
$8.68M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-210- 45.16% |
$18.8K - $25.3K
|
255
$51.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-211- 5.78% |
$18.9K - $25.4K
|
3.44K
$692K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-227- 15.1% |
$20.3K - $27.4K
|
1.28K
$256K
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-229- 2.1% |
$20.5K - $27.6K
|
10.7K
$2.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-234- 6.07% |
$21K - $28.2K
|
3.62K
$728K
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-239- 3.63% |
$21.4K - $28.8K
|
6.34K
$1.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-245- 0.66% |
$21.9K - $29.5K
|
37.1K
$7.46M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-249- 3.93% |
$22.3K - $30K
|
6.08K
$1.22M
|
|
|
Jul 22, 2022
Q2 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-254- 1.29% |
$22.7K - $30.6K
|
19.5K
$3.91M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-257Closed |
$23K - $31K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-258- 5.5% |
$23.1K - $31.1K
|
4.43K
$891K
|
|
|
Jul 28, 2022
Q2 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-260- 1.79% |
$23.3K - $31.4K
|
14.3K
$2.87M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-276Closed |
$24.7K - $33.3K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-276- 2.73% |
$24.7K - $33.3K
|
9.82K
$1.97M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-291- 55.22% |
$26.1K - $35.1K
|
236
$47.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-299- 5.38% |
$26.8K - $36.1K
|
5.26K
$1.06M
|
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-300- 1.7% |
$26.9K - $36.2K
|
17.3K
$3.49M
|
|
|
Aug 01, 2022
Q2 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-300- 0.89% |
$26.9K - $36.2K
|
33.4K
$6.71M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-300- 50.0% |
$26.9K - $36.2K
|
300
$60.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-300- 6.38% |
$26.9K - $36.2K
|
4.4K
$884K
|
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-300- 2.97% |
$26.9K - $36.2K
|
9.8K
$1.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-306- 0.74% |
$27.4K - $36.9K
|
41.2K
$8.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-308- 1.11% |
$27.6K - $37.1K
|
27.4K
$5.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-322- 7.21% |
$28.8K - $38.8K
|
4.14K
$832K
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-334- 1.96% |
$29.9K - $40.3K
|
16.7K
$3.36M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-338- 8.73% |
$30.3K - $40.8K
|
3.53K
$710K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-364- 12.93% |
$32.6K - $43.9K
|
2.45K
$493K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-366- 1.55% |
$32.8K - $44.1K
|
23.3K
$4.69M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-368- 0.5% |
$32.9K - $44.4K
|
72.7K
$14.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-369- 1.4% |
$33K - $44.5K
|
26.1K
$5.24M
|
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-377- 16.32% |
$33.8K - $45.5K
|
1.93K
$388K
|