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 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.66KNew |
$307K - $360K
|
2.66K
$474K
|
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
2.62K+ 1342.05% |
$302K - $354K
|
2.81K
$501K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
2.55KNew |
$294K - $345K
|
2.55K
$454K
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.54K+ 9.29% |
$292K - $343K
|
29.8K
$5.32M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2.53KNew |
$292K - $343K
|
2.53K
$451K
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.47K+ 49.77% |
$285K - $334K
|
7.43K
$1.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.41K+ 58.07% |
$278K - $327K
|
6.57K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
2.36K+ 26.95% |
$272K - $320K
|
11.1K
$1.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.34K+ 6.68% |
$269K - $317K
|
37.4K
$6.66M
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.34K+ 6.68% |
$269K - $317K
|
37.4K
$6.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.3K+ 88.64% |
$265K - $312K
|
4.9K
$873K
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
BUY
|
- |
2.3K+ 46.0% |
$265K - $311K
|
7.3K
$1.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.28K+ 125.36% |
$263K - $309K
|
4.1K
$730K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.18KNew |
$251K - $295K
|
2.18K
$389K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.18K+ 10.37% |
$251K - $295K
|
23.2K
$4.14M
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.17KNew |
$251K - $294K
|
2.17K
$387K
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.16KNew |
$249K - $292K
|
2.16K
$385K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
2.09K+ 15.19% |
$241K - $283K
|
15.9K
$2.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.08K+ 26.2% |
$239K - $281K
|
10K
$1.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.03K+ 7.07% |
$234K - $275K
|
30.8K
$5.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.93KNew |
$222K - $261K
|
1.93K
$343K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.91KNew |
$220K - $259K
|
1.91K
$341K
|
|
|
Nov 10, 2021
Q3 2021
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
1.9K+ 2.97% |
$219K - $257K
|
65.9K
$11.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
1.89K+ 715.53% |
$218K - $256K
|
2.15K
$384K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.86KNew |
$214K - $251K
|
1.86K
$331K
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
1.85KNew |
$213K - $251K
|
1.85K
$330K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.83K+ 6.85% |
$210K - $247K
|
28.5K
$5.07M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.82K+ 7.54% |
$210K - $247K
|
26K
$4.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
1.82K+ 61.77% |
$210K - $247K
|
4.77K
$850K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.77KNew |
$204K - $240K
|
1.77K
$316K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
1.76KNew |
$203K - $239K
|
1.76K
$314K
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.76K+ 1.66% |
$203K - $238K
|
108K
$19.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.75KNew |
$202K - $237K
|
1.75K
$312K
|
|
|
Nov 10, 2021
Q3 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.72K+ 1.96% |
$198K - $233K
|
89.7K
$16M
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.71KNew |
$197K - $231K
|
1.71K
$305K
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.7KNew |
$196K - $230K
|
1.7K
$303K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.67K+ 17.25% |
$193K - $227K
|
11.4K
$2.03M
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
1.66KNew |
$191K - $225K
|
1.66K
$296K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.65KNew |
$191K - $224K
|
1.65K
$295K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.65KNew |
$191K - $224K
|
1.65K
$295K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
1.65KNew |
$190K - $223K
|
1.65K
$294K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.64KNew |
$189K - $222K
|
1.64K
$292K
|
|
|
Oct 29, 2021
Q3 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.58K+ 87.5% |
$182K - $213K
|
3.38K
$602K
|
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.57K+ 12.29% |
$181K - $213K
|
14.3K
$2.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.56K+ 2.51% |
$179K - $211K
|
63.6K
$11.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.56K+ 41.83% |
$179K - $211K
|
5.28K
$940K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.55K+ 66.37% |
$178K - $209K
|
3.88K
$691K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.55K+ 66.37% |
$178K - $209K
|
3.88K
$691K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 5.9% |
$178K - $208K
|
27.6K
$4.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 39.37% |
$176K - $206K
|
5.39K
$961K
|