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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
2.15K+ 4.55% |
$192K - $259K
|
49.3K
$9.74M
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.09KNew |
$187K - $251K
|
2.09K
$412K
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.03K+ 82.6% |
$182K - $245K
|
4.49K
$887K
|
|
Aug 03, 2022
Q2 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 2.7% |
$179K - $241K
|
76.1K
$15M
|
|
Aug 10, 2022
Q2 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
2K+ 6.2% |
$179K - $241K
|
34.2K
$6.76M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.94K+ 5.32% |
$174K - $234K
|
38.4K
$7.59M
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.93K+ 53.75% |
$173K - $233K
|
5.52K
$1.09M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.9K+ 50.98% |
$170K - $229K
|
5.63K
$1.11M
|
|
Aug 02, 2022
Q2 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.9KNew |
$170K - $229K
|
1.9K
$375K
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.89K+ 23.98% |
$169K - $228K
|
9.78K
$1.93M
|
|
Jul 20, 2022
Q2 2022
|
F
|
BUY
|
- |
1.86KNew |
$166K - $224K
|
1.86K
$367K
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.79K+ 107.24% |
$161K - $216K
|
3.47K
$684K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.77K+ 25.59% |
$159K - $214K
|
8.69K
$1.72M
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.76K+ 4.45% |
$157K - $212K
|
41.3K
$8.16M
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.73K+ 11.47% |
$155K - $209K
|
16.8K
$3.33M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.64KNew |
$147K - $198K
|
1.64K
$324K
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.55K+ 1.74% |
$139K - $187K
|
90.3K
$17.8M
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.54K+ 51233.33% |
$138K - $185K
|
1.54K
$304K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.52K+ 7.75% |
$136K - $184K
|
21.2K
$4.18M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.49KNew |
$133K - $180K
|
1.49K
$294K
|
|
Dec 09, 2024
Q2 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.47K+ 1.52% |
$132K - $177K
|
98.6K
$19.5M
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
1.44KNew |
$129K - $174K
|
1.44K
$285K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.42K+ 2.19% |
$127K - $171K
|
66.2K
$13.1M
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 70.3% |
$126K - $170K
|
3.41K
$673K
|
|
Aug 10, 2022
Q2 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.39K+ 22.62% |
$125K - $168K
|
7.54K
$1.49M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.38K+ 24.59% |
$123K - $166K
|
6.99K
$1.38M
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.33K+ 670.35% |
$119K - $161K
|
1.53K
$303K
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
BUY
|
- |
1.32K+ 1.39% |
$119K - $160K
|
96.8K
$19.1M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.29K+ 5.26% |
$115K - $156K
|
25.8K
$5.1M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.29K+ 45.82% |
$115K - $155K
|
4.1K
$810K
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.29K+ 121.07% |
$115K - $155K
|
2.35K
$464K
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.25K+ 16.5% |
$112K - $150K
|
8.8K
$1.74M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.23K+ 28.56% |
$110K - $149K
|
5.55K
$1.1M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.21K+ 16.06% |
$108K - $146K
|
8.74K
$1.73M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.17K+ 2.26% |
$105K - $141K
|
52.8K
$10.4M
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.17K+ 31.07% |
$104K - $141K
|
4.92K
$972K
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.1K+ 12.92% |
$98.3K - $132K
|
9.6K
$1.9M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.07K+ 20.97% |
$95.9K - $129K
|
6.18K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
1.02KNew |
$91.1K - $123K
|
1.02K
$201K
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
1KNew |
$89.5K - $121K
|
1K
$198K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
948New |
$84.9K - $114K
|
948
$187K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
936New |
$83.8K - $113K
|
936
$185K
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
900+ 647.48% |
$80.6K - $109K
|
1.04K
$205K
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
869New |
$77.8K - $105K
|
869
$172K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
830+ 25.16% |
$74.3K - $100K
|
4.13K
$815K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
802+ 2.25% |
$71.8K - $96.7K
|
36.4K
$7.19M
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
793+ 6.23% |
$71K - $95.6K
|
13.5K
$2.67M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
747+ 6.53% |
$66.9K - $90.1K
|
12.2K
$2.41M
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
741+ 22.06% |
$66.3K - $89.3K
|
4.1K
$810K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
740+ 9.19% |
$66.3K - $89.2K
|
8.79K
$1.74M
|