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 21, 2021
Q3 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
39+ 0.26% |
$4.5K - $5.28K
|
14.9K
$2.65M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
39+ 0.65% |
$4.5K - $5.28K
|
6.03K
$1.07M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
36+ 5.47% |
$4.15K - $4.87K
|
694
$124K
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
35+ 0.47% |
$4.03K - $4.74K
|
7.56K
$1.35M
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
32New |
$3.69K - $4.33K
|
32
$5.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
32New |
$3.69K - $4.33K
|
32
$5.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
31+ 147.62% |
$3.57K - $4.2K
|
52
$9.27K
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
31+ 12.6% |
$3.57K - $4.2K
|
277
$49.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
30+ 17.05% |
$3.46K - $4.06K
|
206
$36.7K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
27+ 0.31% |
$3.11K - $3.66K
|
8.64K
$1.54M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
23+ 1.25% |
$2.65K - $3.11K
|
1.86K
$332K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20+ 0.04% |
$2.31K - $2.71K
|
49.4K
$8.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20+ 40.0% |
$2.31K - $2.71K
|
70
$12.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
18+ 1.01% |
$2.07K - $2.44K
|
1.8K
$320K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
18New |
$2.07K - $2.44K
|
18
$3.21K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17+ 0.63% |
$1.96K - $2.3K
|
2.71K
$483K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 5.41% |
$1.84K - $2.17K
|
312
$55.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
15+ 0.69% |
$1.73K - $2.03K
|
2.2K
$393K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10New |
$1.15K - $1.35K
|
10
$1.78K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 400.0% |
$922 - $1.08K
|
10
$1.78K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7+ 0.02% |
$807 - $948
|
34.9K
$6.21M
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
7New |
$807 - $948
|
7
$1.25K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6+ 0.26% |
$692 - $812
|
2.34K
$417K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
6+ 0.29% |
$692 - $812
|
2.09K
$373K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 7.41% |
$461 - $542
|
58
$10.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
4+ 0.19% |
$461 - $542
|
2.12K
$378K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.06% |
$346 - $406
|
4.87K
$868K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3+ 0.16% |
$346 - $406
|
1.92K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 2.19% |
$346 - $406
|
140
$25K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 0.22% |
$346 - $406
|
1.38K
$245K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$346 - $406
|
3
$535
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$231 - $271
|
2
$356
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.08% |
$115 - $135
|
1.22K
$218K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.17% |
$115 - $135
|
574
$102K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.01% |
$115 - $135
|
10.3K
$1.83M
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.93% |
$115 - $135
|
109
$19.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$115 - $135
|
4.32K
$770K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.41% |
$115 - $135
|
72
$12.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1+ 0.03% |
$115 - $135
|
2.86K
$510K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.55% |
$115 - $135
|
182
$32.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.08% |
$115 - $135
|
1.27K
$226K
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 0.25% |
$115 - $135
|
407
$72.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.19% |
$115 - $135
|
526
$93.7K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-5- 11.11% |
$576 - $677
|
40
$7.13K
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7- 9.72% |
$807 - $948
|
65
$11.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8- 0.06% |
$922 - $1.08K
|
13.9K
$2.47M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 6.1% |
$1.15K - $1.35K
|
154
$27.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-11- 0.37% |
$1.27K - $1.49K
|
3K
$535K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-14- 3.66% |
$1.61K - $1.9K
|
369
$65.8K
|