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
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 39.37% |
$176K - $206K
|
5.39K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.51K+ 5.74% |
$174K - $204K
|
27.8K
$5.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.5K+ 0.63% |
$173K - $203K
|
240K
$46.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
1.5K+ 39.66% |
$173K - $203K
|
5.28K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.45K+ 1.87% |
$167K - $196K
|
79.1K
$15.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
1.45K+ 2.14% |
$167K - $196K
|
69.1K
$13.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.42K+ 32.24% |
$164K - $193K
|
5.84K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.42K+ 16.53% |
$163K - $192K
|
9.97K
$1.95M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.37K+ 56.66% |
$157K - $185K
|
3.78K
$737K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.33K+ 1921.74% |
$153K - $180K
|
1.4K
$272K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.33K+ 19.76% |
$153K - $179K
|
8.03K
$1.57M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.25K+ 9.56% |
$144K - $169K
|
14.3K
$2.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.25K+ 10.29% |
$144K - $169K
|
13.4K
$2.62M
|
|
|
Oct 20, 2021
Q3 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.24K+ 0.13% |
$143K - $168K
|
930K
$182M
|
|
|
Dec 01, 2022
Q3 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.24K+ 0.13% |
$143K - $168K
|
930K
$182M
|
|
|
Nov 03, 2021
Q3 2021
|
Seizert Capital Partners, LLC
|
BUY
|
- |
1.23K+ 0.55% |
$142K - $167K
|
225K
$44M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1.22K+ 41.06% |
$141K - $165K
|
4.19K
$817K
|
|
|
Nov 10, 2021
Q3 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.2K+ 1.37% |
$138K - $162K
|
88.5K
$17.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 1.85% |
$138K - $162K
|
66K
$12.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.17K+ 40.12% |
$135K - $158K
|
4.08K
$796K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.15K+ 67.74% |
$133K - $156K
|
2.86K
$557K
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.14K+ 26.71% |
$131K - $154K
|
5.39K
$1.05M
|
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
BUY
|
- |
1.13K+ 3.55% |
$130K - $153K
|
32.9K
$6.43M
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
BUY
|
- |
1.12K+ 20.54% |
$130K - $152K
|
6.6K
$1.29M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.12K+ 18.56% |
$129K - $152K
|
7.17K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.09K+ 36.64% |
$126K - $148K
|
4.08K
$796K
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.09K+ 4.04% |
$125K - $147K
|
28K
$5.47M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.08K+ 26.26% |
$124K - $146K
|
5.17K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
1.06KNew |
$122K - $144K
|
1.06K
$207K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 7.08% |
$122K - $143K
|
16K
$3.12M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
988+ 95.09% |
$114K - $134K
|
2.03K
$396K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
942New |
$109K - $128K
|
942
$184K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
931+ 17.95% |
$107K - $126K
|
6.12K
$1.19M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
917+ 10.45% |
$106K - $124K
|
9.69K
$1.89M
|
|
|
Oct 05, 2021
Q3 2021
|
Birch Capital Management, LLC
|
BUY
|
- |
896+ 6.47% |
$103K - $121K
|
14.8K
$2.88M
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
893+ 2.91% |
$103K - $121K
|
31.6K
$6.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
888+ 36.69% |
$102K - $120K
|
3.31K
$646K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
868+ 22.05% |
$100K - $118K
|
4.8K
$938K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
853+ 25.27% |
$98.3K - $115K
|
4.23K
$825K
|
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
BUY
|
- |
818+ 12.09% |
$94.3K - $111K
|
7.58K
$1.48M
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
816+ 8.78% |
$94.1K - $110K
|
10.1K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
800+ 14.61% |
$92.2K - $108K
|
6.28K
$1.23M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
788+ 6.93% |
$90.8K - $107K
|
12.2K
$2.37M
|
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
770+ 4.22% |
$88.8K - $104K
|
19K
$3.71M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
758+ 4.21% |
$87.4K - $103K
|
18.8K
$3.66M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
747+ 13.97% |
$86.1K - $101K
|
6.09K
$1.19M
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
735+ 0.64% |
$84.7K - $99.5K
|
116K
$22.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
719+ 4.52% |
$82.9K - $97.3K
|
16.6K
$3.25M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
715+ 3.1% |
$82.4K - $96.8K
|
23.7K
$4.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
699+ 138.69% |
$80.6K - $94.6K
|
1.2K
$235K
|