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 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
110+ 11.16% |
$9.85K - $13.3K
|
1.1K
$216K
|
|
|
Jul 29, 2022
Q2 2022
|
Kendall Capital Management
|
BUY
|
- |
110+ 2.04% |
$9.85K - $13.3K
|
5.5K
$1.09M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
109New |
$9.76K - $13.1K
|
109
$21.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
106+ 89.83% |
$9.49K - $12.8K
|
224
$44.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
101+ 20.53% |
$9.04K - $12.2K
|
593
$117K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100New |
$8.95K - $12.1K
|
100
$19.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
100+ 0.45% |
$8.95K - $12.1K
|
22.2K
$4.38M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
99+ 0.1% |
$8.86K - $11.9K
|
97.6K
$19.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
98+ 7.09% |
$8.77K - $11.8K
|
1.48K
$292K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
98New |
$8.77K - $11.8K
|
98
$19.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
96New |
$8.59K - $11.6K
|
96
$19K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
95New |
$8.51K - $11.5K
|
95
$18.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
93+ 0.62% |
$8.33K - $11.2K
|
15.1K
$2.98M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
91New |
$8.15K - $11K
|
91
$18K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
82+ 22.04% |
$7.34K - $9.89K
|
454
$89.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
78+ 3.68% |
$6.98K - $9.41K
|
2.2K
$434K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
70+ 114.75% |
$6.27K - $8.44K
|
131
$25.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Insight Folios Inc
|
BUY
|
- |
69+ 1.17% |
$6.18K - $8.32K
|
5.95K
$1.17M
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
67+ 197.06% |
$6K - $8.08K
|
101
$19.9K
|
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
65+ 0.15% |
$5.82K - $7.84K
|
44.8K
$8.86M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
64+ 11.07% |
$5.73K - $7.72K
|
642
$127K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
53+ 10.04% |
$4.75K - $6.39K
|
581
$115K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
53+ 5.77% |
$4.75K - $6.39K
|
971
$192K
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
52+ 0.35% |
$4.66K - $6.27K
|
14.7K
$2.91M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
51+ 0.09% |
$4.57K - $6.15K
|
60K
$11.8M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
49+ 0.45% |
$4.39K - $5.91K
|
11K
$2.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
45+ 75.0% |
$4.03K - $5.43K
|
105
$20.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
41+ 0.94% |
$3.67K - $4.94K
|
4.41K
$872K
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
40+ 0.6% |
$3.58K - $4.82K
|
6.7K
$1.32M
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
38+ 0.2% |
$3.4K - $4.58K
|
19.4K
$3.83M
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
35+ 1.25% |
$3.13K - $4.22K
|
2.83K
$558K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 116.67% |
$3.13K - $4.22K
|
65
$12.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
34+ 1.13% |
$3.04K - $4.1K
|
3.04K
$599K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
33+ 34.74% |
$2.95K - $3.98K
|
128
$25.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
32New |
$2.86K - $3.86K
|
32
$6.32K
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
30+ 0.27% |
$2.69K - $3.62K
|
11K
$2.17M
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
24+ 0.45% |
$2.15K - $2.89K
|
5.34K
$1.05M
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
24New |
$2.15K - $2.89K
|
24
$4.74K
|
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
20New |
$1.79K - $2.41K
|
20
$3.95K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20+ 0.72% |
$1.79K - $2.41K
|
2.81K
$555K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
20New |
$1.79K - $2.41K
|
20
$3.95K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
20+ 1.01% |
$1.79K - $2.41K
|
1.99K
$394K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
19+ 0.63% |
$1.7K - $2.29K
|
3.02K
$596K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 31.25% |
$1.34K - $1.81K
|
63
$12.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
15New |
$1.34K - $1.81K
|
15
$2.96K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
13New |
$1.16K - $1.57K
|
13
$2.57K
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
12+ 0.04% |
$1.07K - $1.45K
|
28.6K
$5.64M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 34.38% |
$985 - $1.33K
|
43
$8.49K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.67% |
$627 - $844
|
1.06K
$209K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6+ 4.8% |
$537 - $723
|
131
$25.9K
|