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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
644+ 3.35% |
$74.2K - $87.2K
|
19.9K
$3.54M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
628+ 0.59% |
$72.4K - $85K
|
107K
$19.1M
|
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
600+ 4.69% |
$69.2K - $81.2K
|
13.4K
$2.39M
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
580+ 20.0% |
$66.9K - $78.5K
|
3.48K
$620K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
573+ 2.38% |
$66K - $77.6K
|
24.7K
$4.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
573+ 7.71% |
$66K - $77.6K
|
8.01K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
570+ 7.71% |
$65.7K - $77.2K
|
7.97K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
570+ 3.61% |
$65.7K - $77.2K
|
16.4K
$2.92M
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
569+ 24.34% |
$65.6K - $77K
|
2.91K
$518K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
553+ 12.65% |
$63.7K - $74.9K
|
4.92K
$878K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
514+ 6.45% |
$59.2K - $69.6K
|
8.48K
$1.51M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
500New |
$57.6K - $67.7K
|
500
$89.1K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
493+ 36.44% |
$56.8K - $66.7K
|
1.85K
$329K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
487+ 121.75% |
$56.1K - $65.9K
|
887
$158K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
485+ 20.62% |
$55.9K - $65.7K
|
2.84K
$506K
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
483+ 17.64% |
$55.7K - $65.4K
|
3.22K
$574K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
473+ 9.71% |
$54.5K - $64K
|
5.34K
$952K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
458+ 2.46% |
$52.8K - $62K
|
19.1K
$3.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
430+ 63.24% |
$49.6K - $58.2K
|
1.11K
$198K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
429+ 24.49% |
$49.4K - $58.1K
|
2.18K
$389K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
426New |
$49.1K - $57.7K
|
426
$75.9K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
425+ 29.43% |
$49K - $57.5K
|
1.87K
$333K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
408+ 20.18% |
$47K - $55.2K
|
2.43K
$433K
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
387+ 5.03% |
$44.6K - $52.4K
|
8.08K
$1.44M
|
|
|
Nov 05, 2021
Q3 2021
|
Kendall Capital Management
|
BUY
|
- |
365+ 9.26% |
$42.1K - $49.4K
|
4.31K
$767K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
350+ 117.06% |
$40.3K - $47.4K
|
649
$116K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
344New |
$39.6K - $46.6K
|
344
$61.3K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
318+ 0.93% |
$36.7K - $43.1K
|
34.4K
$6.13M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
316+ 8.75% |
$36.4K - $42.8K
|
3.93K
$700K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
302+ 2.85% |
$34.8K - $40.9K
|
10.9K
$1.94M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
291+ 13.88% |
$33.5K - $39.4K
|
2.39K
$426K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
280+ 8.3% |
$32.3K - $37.9K
|
3.65K
$651K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
272New |
$31.4K - $36.8K
|
272
$48.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
264New |
$30.4K - $35.7K
|
264
$47.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
263+ 2.61% |
$30.3K - $35.6K
|
10.3K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
262+ 9.1% |
$30.2K - $35.5K
|
3.14K
$560K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
260+ 5.22% |
$30K - $35.2K
|
5.24K
$934K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
248+ 61.23% |
$28.6K - $33.6K
|
653
$116K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
237New |
$27.3K - $32.1K
|
237
$42.2K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
236+ 8.67% |
$27.2K - $31.9K
|
2.96K
$527K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
233+ 4.8% |
$26.9K - $31.5K
|
5.08K
$906K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
228+ 14.71% |
$26.3K - $30.9K
|
1.78K
$317K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
208+ 49.17% |
$24K - $28.2K
|
631
$112K
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
207+ 5.54% |
$23.9K - $28K
|
3.94K
$703K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
203+ 5.09% |
$23.4K - $27.5K
|
4.19K
$747K
|
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
202+ 0.92% |
$23.3K - $27.3K
|
22.1K
$3.93M
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
200New |
$23.1K - $27.1K
|
200
$35.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
200+ 1.68% |
$23.1K - $27.1K
|
12.1K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
200New |
$23.1K - $27.1K
|
200
$35.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
196+ 8.23% |
$22.6K - $26.5K
|
2.58K
$459K
|