Purchases and Sales Made in Q3 2021 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-99- 3.89% |
$11.4K - $13.4K
|
2.44K
$436K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-100- 4.94% |
$11.5K - $13.5K
|
1.92K
$343K
|
|
|
Oct 12, 2021
Q3 2021
|
Denali Advisors LLC
|
SELL
|
- |
-100- 50.0% |
$11.5K - $13.5K
|
100
$17.8K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-104Closed |
$12K - $14.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-113- 31.83% |
$13K - $15.3K
|
242
$43.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-115Closed |
$13.3K - $15.6K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-123- 0.74% |
$14.2K - $16.7K
|
16.5K
$2.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-137- 20.09% |
$15.8K - $18.5K
|
545
$97.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-142- 3.9% |
$16.4K - $19.2K
|
3.5K
$624K
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-150- 3.61% |
$17.3K - $20.3K
|
4K
$714K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-152- 6.47% |
$17.5K - $20.6K
|
2.2K
$392K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-153- 2.64% |
$17.6K - $20.7K
|
5.64K
$1.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-153- 0.04% |
$17.6K - $20.7K
|
413K
$73.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-156Closed |
$18K - $21.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-164- 0.73% |
$18.9K - $22.2K
|
22.3K
$3.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-166- 2.9% |
$19.1K - $22.5K
|
5.56K
$992K
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-170- 4.21% |
$19.6K - $23K
|
3.87K
$691K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-170- 1.65% |
$19.6K - $23K
|
10.1K
$1.8M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-174- 2.79% |
$20.1K - $23.6K
|
6.06K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-176- 3.85% |
$20.3K - $23.8K
|
4.4K
$785K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-195- 10.07% |
$22.5K - $26.4K
|
1.74K
$311K
|
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-200- 6.84% |
$23.1K - $27.1K
|
2.72K
$486K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-200- 1.7% |
$23.1K - $27.1K
|
11.6K
$2.06M
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-208- 1.06% |
$24K - $28.2K
|
19.5K
$3.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-217- 54.25% |
$25K - $29.4K
|
183
$32.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-223- 5.77% |
$25.7K - $30.2K
|
3.64K
$650K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-224Closed |
$25.8K - $30.3K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-228- 0.36% |
$26.3K - $30.9K
|
63.3K
$11.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-235- 1.18% |
$27.1K - $31.8K
|
19.6K
$3.5M
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-235- 10.08% |
$27.1K - $31.8K
|
2.1K
$374K
|
|
|
Oct 14, 2021
Q3 2021
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-236- 7.75% |
$27.2K - $31.9K
|
2.81K
$501K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-240- 1.88% |
$27.7K - $32.5K
|
12.5K
$2.23M
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-242- 2.39% |
$27.9K - $32.8K
|
9.89K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-245- 1.77% |
$28.2K - $33.2K
|
13.6K
$2.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-247- 0.71% |
$28.5K - $33.4K
|
34.6K
$6.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-250- 3.13% |
$28.8K - $33.8K
|
7.75K
$1.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-250Closed |
$28.8K - $33.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-250Closed |
$28.8K - $33.8K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-251- 5.82% |
$28.9K - $34K
|
4.06K
$724K
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-253- 2.66% |
$29.2K - $34.3K
|
9.25K
$1.65M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-268- 72.24% |
$30.9K - $36.3K
|
103
$18.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-275- 2.63% |
$31.7K - $37.2K
|
10.2K
$1.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-280- 0.43% |
$32.3K - $37.9K
|
64.8K
$11.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
SELL
|
- |
-284- 12.39% |
$32.7K - $38.4K
|
2.01K
$358K
|
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
SELL
|
- |
-290- 6.51% |
$33.4K - $39.3K
|
4.17K
$744K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-295Closed |
$34K - $39.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-299Closed |
$34.5K - $40.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-300- 0.1% |
$34.6K - $40.6K
|
312K
$55.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-306- 0.81% |
$35.3K - $41.4K
|
37.3K
$6.66M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-317- 0.65% |
$36.5K - $42.9K
|
48.6K
$8.67M
|