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 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
196+ 7.02% |
$22.6K - $26.5K
|
2.99K
$532K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
194+ 16.4% |
$22.4K - $26.3K
|
1.38K
$245K
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
194+ 5.23% |
$22.4K - $26.3K
|
3.9K
$695K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
179+ 112.58% |
$20.6K - $24.2K
|
338
$60.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
168New |
$19.4K - $22.7K
|
168
$29.9K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
152New |
$17.5K - $20.6K
|
152
$27.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
150+ 100.0% |
$17.3K - $20.3K
|
300
$53.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
130+ 7.46% |
$15K - $17.6K
|
1.87K
$334K
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
128New |
$14.8K - $17.3K
|
128
$22.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
127+ 2.37% |
$14.6K - $17.2K
|
5.48K
$977K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
126+ 4.66% |
$14.5K - $17.1K
|
2.83K
$504K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
126+ 3.25% |
$14.5K - $17.1K
|
4.01K
$714K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
126+ 4.66% |
$14.5K - $17.1K
|
2.83K
$504K
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
125+ 0.22% |
$14.4K - $16.9K
|
56.4K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
125+ 3.52% |
$14.4K - $16.9K
|
3.68K
$655K
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
119+ 6.9% |
$13.7K - $16.1K
|
1.84K
$329K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
117+ 5.69% |
$13.5K - $15.8K
|
2.17K
$387K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
116+ 4.76% |
$13.4K - $15.7K
|
2.55K
$455K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
115+ 0.28% |
$13.3K - $15.6K
|
40.6K
$7.24M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
114+ 1.62% |
$13.1K - $15.4K
|
7.16K
$1.28M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
114+ 1.79% |
$13.1K - $15.4K
|
6.5K
$1.16M
|
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
114+ 1.4% |
$13.1K - $15.4K
|
8.27K
$1.47M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
112+ 1.43% |
$12.9K - $15.2K
|
7.94K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
111+ 2.0% |
$12.8K - $15K
|
5.65K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
109+ 10.93% |
$12.6K - $14.8K
|
1.11K
$197K
|
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
BUY
|
- |
101+ 0.4% |
$11.6K - $13.7K
|
25.1K
$4.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
100New |
$11.5K - $13.5K
|
100
$17.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
100New |
$11.5K - $13.5K
|
100
$17.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
100+ 3.88% |
$11.5K - $13.5K
|
2.68K
$477K
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
94+ 4.41% |
$10.8K - $12.7K
|
2.23K
$397K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
94+ 16.91% |
$10.8K - $12.7K
|
650
$116K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
93New |
$10.7K - $12.6K
|
93
$16.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
BUY
|
- |
90+ 0.83% |
$10.4K - $12.2K
|
10.9K
$1.94M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
89+ 4.27% |
$10.3K - $12K
|
2.17K
$387K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
87+ 4.85% |
$10K - $11.8K
|
1.88K
$335K
|
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
87+ 1.75% |
$10K - $11.8K
|
5.06K
$902K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
83New |
$9.57K - $11.2K
|
83
$14.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
81+ 2.93% |
$9.34K - $11K
|
2.85K
$508K
|
|
|
Nov 02, 2021
Q3 2021
|
Pettee Investors, Inc.
|
BUY
|
- |
70+ 2.03% |
$8.07K - $9.48K
|
3.52K
$627K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
65+ 25.29% |
$7.49K - $8.8K
|
322
$57.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
61New |
$7.03K - $8.26K
|
61
$10.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
57+ 28.5% |
$6.57K - $7.72K
|
257
$45.8K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
54New |
$6.22K - $7.31K
|
54
$9.62K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
50New |
$5.76K - $6.77K
|
50
$8.91K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
50+ 0.49% |
$5.76K - $6.77K
|
10.3K
$1.83M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
49+ 16.78% |
$5.65K - $6.63K
|
341
$60.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
49+ 0.94% |
$5.65K - $6.63K
|
5.28K
$941K
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
41+ 1.36% |
$4.73K - $5.55K
|
3.05K
$543K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
40+ 75.47% |
$4.61K - $5.42K
|
93
$16.6K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
40+ 1.17% |
$4.61K - $5.42K
|
3.45K
$614K
|