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 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
323+ 8.65% |
$28.9K - $38.9K
|
4.06K
$720K
|
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
311+ 5.3% |
$27.8K - $37.5K
|
6.18K
$1.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
305+ 9.67% |
$27.3K - $36.8K
|
3.46K
$614K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
304+ 6.33% |
$27.2K - $36.7K
|
5.11K
$907K
|
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
302+ 3.43% |
$27K - $36.4K
|
9.1K
$1.62M
|
|
|
Jul 20, 2022
Q2 2022
|
Ghe, LLC
|
BUY
|
- |
300New |
$26.9K - $36.2K
|
300
$53.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
294+ 13.54% |
$26.3K - $35.5K
|
2.47K
$438K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
287+ 9.41% |
$25.7K - $34.6K
|
3.34K
$593K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
286+ 1.04% |
$25.6K - $34.5K
|
27.9K
$4.95M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
274+ 6.91% |
$24.5K - $33K
|
4.24K
$753K
|
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
263+ 4.44% |
$23.5K - $31.7K
|
6.18K
$1.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
251+ 2.25% |
$22.5K - $30.3K
|
11.4K
$2.03M
|
|
|
Aug 01, 2022
Q2 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
250+ 9.68% |
$22.4K - $30.1K
|
2.83K
$503K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$22.4K - $30.1K
|
250
$44.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
244+ 9.71% |
$21.8K - $29.4K
|
2.76K
$490K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
240+ 0.43% |
$21.5K - $28.9K
|
56K
$9.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
224+ 1.75% |
$20.1K - $27K
|
13K
$2.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
222+ 0.82% |
$19.9K - $26.8K
|
27.3K
$4.86M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
210New |
$18.8K - $25.3K
|
210
$37.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
209+ 3.51% |
$18.7K - $25.2K
|
6.17K
$1.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
202+ 9.05% |
$18.1K - $24.4K
|
2.43K
$432K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
200+ 800.0% |
$17.9K - $24.1K
|
225
$40K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
200+ 200.0% |
$17.9K - $24.1K
|
300
$53.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
200+ 0.56% |
$17.9K - $24.1K
|
36.1K
$6.42M
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
196+ 5.63% |
$17.5K - $23.6K
|
3.68K
$653K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
194+ 3.19% |
$17.4K - $23.4K
|
6.28K
$1.12M
|
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
192+ 0.45% |
$17.2K - $23.2K
|
42.6K
$7.57M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
183New |
$16.4K - $22.1K
|
183
$32.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
BUY
|
- |
182+ 2.61% |
$16.3K - $21.9K
|
7.16K
$1.27M
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
180+ 900.0% |
$16.1K - $21.7K
|
200
$35.5K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
179New |
$16K - $21.6K
|
179
$31.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
173+ 51.03% |
$15.5K - $20.9K
|
512
$90.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
171+ 0.79% |
$15.3K - $20.6K
|
21.8K
$3.87M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
168+ 85.28% |
$15K - $20.3K
|
365
$64.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
168+ 525.0% |
$15K - $20.3K
|
200
$35.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
154+ 2.71% |
$13.8K - $18.6K
|
5.83K
$1.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
153+ 33.7% |
$13.7K - $18.4K
|
607
$108K
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
150+ 1.83% |
$13.4K - $18.1K
|
8.35K
$1.48M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$13.4K - $18.1K
|
150
$26.6K
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
150+ 3.71% |
$13.4K - $18.1K
|
4.19K
$745K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
144+ 3.22% |
$12.9K - $17.4K
|
4.62K
$820K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
143+ 2.08% |
$12.8K - $17.2K
|
7.01K
$1.24M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
143+ 3.57% |
$12.8K - $17.2K
|
4.15K
$737K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
137+ 6.87% |
$12.3K - $16.5K
|
2.13K
$378K
|
|
|
Aug 08, 2022
Q2 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
137+ 1.92% |
$12.3K - $16.5K
|
7.29K
$1.29M
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
134New |
$12K - $16.2K
|
134
$23.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
125+ 3.73% |
$11.2K - $15.1K
|
3.48K
$618K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
116+ 4.86% |
$10.4K - $14K
|
2.5K
$445K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
115+ 33.63% |
$10.3K - $13.9K
|
457
$81.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
115+ 18.23% |
$10.3K - $13.9K
|
746
$132K
|