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 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 0.76% |
$448 - $603
|
665
$118K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
5New |
$448 - $603
|
5
$888
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 0.11% |
$358 - $482
|
3.75K
$666K
|
|
|
Aug 15, 2022
Q2 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
3+ 0.13% |
$269 - $362
|
2.26K
$402K
|
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
3+ 0.01% |
$269 - $362
|
51.7K
$9.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
2+ 0.07% |
$179 - $241
|
2.87K
$509K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$179 - $241
|
467
$82.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.37% |
$179 - $241
|
549
$97.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$89.5 - $121
|
1
$178
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.96% |
$89.5 - $121
|
52
$9.24K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$89.5 - $121
|
1
$178
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.17% |
$89.5 - $121
|
577
$102K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.55% |
$89.5 - $121
|
184
$32.7K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$89.5 - $121
|
5.73K
$1.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2- 0.02% |
$179 - $241
|
9.77K
$1.74M
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-3Closed |
$269 - $362
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3- 0.11% |
$269 - $362
|
2.83K
$503K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 8.11% |
$269 - $362
|
34
$6.04K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5- 3.6% |
$448 - $603
|
134
$23.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-5Closed |
$448 - $603
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-5- 0.14% |
$448 - $603
|
3.61K
$641K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6- 4.29% |
$537 - $723
|
134
$23.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-8- 5.06% |
$716 - $965
|
150
$26.6K
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10- 0.06% |
$895 - $1.21K
|
17.7K
$3.14M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-10- 0.16% |
$895 - $1.21K
|
6.26K
$1.11M
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13- 1.98% |
$1.16K - $1.57K
|
643
$114K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13- 0.43% |
$1.16K - $1.57K
|
3.02K
$536K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-15- 0.12% |
$1.34K - $1.81K
|
12.8K
$2.27M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-15- 21.43% |
$1.34K - $1.81K
|
55
$9.77K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-15- 1.08% |
$1.34K - $1.81K
|
1.37K
$244K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-15Closed |
$1.34K - $1.81K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-16- 3.05% |
$1.43K - $1.93K
|
508
$90.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-16- 2.22% |
$1.43K - $1.93K
|
705
$125K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-17Closed |
$1.52K - $2.05K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 4.63% |
$1.61K - $2.17K
|
371
$65.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-19- 0.54% |
$1.7K - $2.29K
|
3.48K
$619K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20- 28.57% |
$1.79K - $2.41K
|
50
$8.88K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-20- 0.37% |
$1.79K - $2.41K
|
5.33K
$946K
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-23- 0.5% |
$2.06K - $2.77K
|
4.61K
$819K
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-25- 0.92% |
$2.24K - $3.01K
|
2.71K
$480K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-25- 5.22% |
$2.24K - $3.01K
|
454
$80.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-26- 41.27% |
$2.33K - $3.14K
|
37
$6.57K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-26- 0.96% |
$2.33K - $3.14K
|
2.7K
$479K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-29- 14.15% |
$2.6K - $3.5K
|
176
$31.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-30- 1.99% |
$2.69K - $3.62K
|
1.48K
$262K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-31- 14.55% |
$2.78K - $3.74K
|
182
$32.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-31- 29.25% |
$2.78K - $3.74K
|
75
$13.3K
|