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 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
737New |
$66K - $88.9K
|
737
$146K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
731+ 1015.28% |
$65.4K - $88.1K
|
803
$159K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
717+ 36.66% |
$64.2K - $86.5K
|
2.67K
$528K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
706+ 9.85% |
$63.2K - $85.1K
|
7.87K
$1.56M
|
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
BUY
|
- |
701+ 2.05% |
$62.8K - $84.5K
|
34.9K
$6.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
700+ 0.74% |
$62.7K - $84.4K
|
95.3K
$18.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
700+ 0.73% |
$62.7K - $84.4K
|
96.1K
$19M
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
688+ 3.73% |
$61.6K - $83K
|
19.1K
$3.78M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
681+ 20.06% |
$61K - $82.1K
|
4.08K
$805K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
677+ 16.87% |
$60.6K - $81.6K
|
4.69K
$926K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
675+ 5.06% |
$60.4K - $81.4K
|
14K
$2.77M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
670+ 29.11% |
$60K - $80.8K
|
2.97K
$587K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
662+ 1067.74% |
$59.3K - $79.8K
|
724
$143K
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
655+ 3.91% |
$58.6K - $79K
|
17.4K
$3.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
635+ 13.41% |
$56.9K - $76.6K
|
5.37K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
632+ 7.93% |
$56.6K - $76.2K
|
8.6K
$1.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
607+ 1.29% |
$54.3K - $73.2K
|
47.5K
$9.38M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
598+ 41.41% |
$53.5K - $72.1K
|
2.04K
$403K
|
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
592+ 1.23% |
$53K - $71.4K
|
48.9K
$9.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
559+ 12.31% |
$50K - $67.4K
|
5.1K
$1.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
556+ 9.83% |
$49.8K - $67K
|
6.21K
$1.23M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
543+ 7.75% |
$48.6K - $65.5K
|
7.55K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
532+ 2.68% |
$47.6K - $64.1K
|
20.4K
$4.02M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
507+ 6.8% |
$45.4K - $61.1K
|
7.96K
$1.57M
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
BUY
|
- |
500+ 12.82% |
$44.8K - $60.3K
|
4.4K
$869K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
500+ 50.0% |
$44.8K - $60.3K
|
1.5K
$296K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
494+ 2.92% |
$44.2K - $59.6K
|
17.4K
$3.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
492+ 3.74% |
$44K - $59.3K
|
13.7K
$2.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
487+ 11.26% |
$43.6K - $58.7K
|
4.81K
$950K
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
478+ 1.81% |
$42.8K - $57.6K
|
26.9K
$5.31M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
471New |
$42.2K - $56.8K
|
471
$93K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
468+ 396.61% |
$41.9K - $56.4K
|
586
$116K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
461+ 0.88% |
$41.3K - $55.6K
|
52.9K
$10.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
460+ 22.03% |
$41.2K - $55.5K
|
2.55K
$503K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
431+ 23.37% |
$38.6K - $52K
|
2.28K
$449K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
425+ 0.25% |
$38.1K - $51.2K
|
169K
$33.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
420+ 3.88% |
$37.6K - $50.6K
|
11.2K
$2.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
420+ 6.94% |
$37.6K - $50.6K
|
6.47K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
408+ 18.49% |
$36.5K - $49.2K
|
2.62K
$516K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
400New |
$35.8K - $48.2K
|
400
$79K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
399+ 22.64% |
$35.7K - $48.1K
|
2.16K
$427K
|
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
397+ 16.28% |
$35.5K - $47.9K
|
2.84K
$560K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
396+ 7.36% |
$35.5K - $47.7K
|
5.78K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
394+ 7.73% |
$35.3K - $47.5K
|
5.49K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
392+ 0.17% |
$35.1K - $47.3K
|
233K
$46.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
389+ 5.35% |
$34.8K - $46.9K
|
7.66K
$1.51M
|
|
|
Aug 09, 2022
Q2 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
361+ 11.6% |
$32.3K - $43.5K
|
3.47K
$686K
|
|
|
Aug 12, 2022
Q2 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
361+ 11.6% |
$32.3K - $43.5K
|
3.47K
$686K
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
357+ 0.64% |
$32K - $43K
|
55.9K
$11M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
342+ 15.21% |
$30.6K - $41.2K
|
2.59K
$512K
|