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
|
Altshuler Shaham LTD
|
SELL
|
- |
-14- 3.66% |
$1.61K - $1.9K
|
369
$72K
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-15- 0.09% |
$1.73K - $2.03K
|
16.7K
$3.27M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 3.04% |
$1.73K - $2.03K
|
478
$93.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18Closed |
$2.07K - $2.44K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-20Closed |
$2.31K - $2.71K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-20- 0.2% |
$2.31K - $2.71K
|
10.2K
$1.98M
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-20Closed |
$2.31K - $2.71K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25- 7.99% |
$2.88K - $3.38K
|
288
$56.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-25- 1.18% |
$2.88K - $3.38K
|
2.1K
$410K
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-27- 19.85% |
$3.11K - $3.66K
|
109
$21.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-27- 1.02% |
$3.11K - $3.66K
|
2.63K
$514K
|
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-28- 0.28% |
$3.23K - $3.79K
|
9.8K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-28- 2.74% |
$3.23K - $3.79K
|
994
$194K
|
|
|
Nov 12, 2021
Q3 2021
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-30- 0.21% |
$3.46K - $4.06K
|
14.4K
$2.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-30- 2.16% |
$3.46K - $4.06K
|
1.36K
$266K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-30- 38.46% |
$3.46K - $4.06K
|
48
$9.37K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-31Closed |
$3.57K - $4.2K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34- 0.84% |
$3.92K - $4.6K
|
4K
$781K
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-35- 1.14% |
$4.03K - $4.74K
|
3.03K
$591K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-35- 5.18% |
$4.03K - $4.74K
|
641
$125K
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-36- 0.99% |
$4.15K - $4.87K
|
3.6K
$702K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-36- 0.71% |
$4.15K - $4.87K
|
5.07K
$989K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-37- 0.15% |
$4.26K - $5.01K
|
24K
$4.68M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-37- 27.01% |
$4.26K - $5.01K
|
100
$19.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39- 1.32% |
$4.5K - $5.28K
|
2.92K
$570K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-45- 1.77% |
$5.19K - $6.09K
|
2.5K
$487K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-49- 20.0% |
$5.65K - $6.63K
|
196
$38.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
SELL
|
- |
-50- 14.58% |
$5.76K - $6.77K
|
293
$57.2K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-51- 7.83% |
$5.88K - $6.9K
|
600
$117K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-51- 7.83% |
$5.88K - $6.9K
|
600
$117K
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-53- 0.31% |
$6.11K - $7.18K
|
17K
$3.32M
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-54- 0.02% |
$6.22K - $7.31K
|
229K
$44.7M
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-54Closed |
$6.22K - $7.31K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
SELL
|
- |
-56- 1.15% |
$6.45K - $7.58K
|
4.8K
$937K
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-56- 1.02% |
$6.45K - $7.58K
|
5.43K
$1.06M
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-63- 0.92% |
$7.26K - $8.53K
|
6.76K
$1.32M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 3.24% |
$7.38K - $8.66K
|
1.91K
$373K
|
|
|
Nov 08, 2021
Q3 2021
|
Argent Capital Management LLC
|
SELL
|
- |
-65- 0.04% |
$7.49K - $8.8K
|
167K
$32.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-65- 1.21% |
$7.49K - $8.8K
|
5.33K
$1.04M
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-68- 0.63% |
$7.84K - $9.21K
|
10.8K
$2.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-71- 2.27% |
$8.18K - $9.61K
|
3.06K
$597K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-74- 3.81% |
$8.53K - $10K
|
1.87K
$365K
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-75- 0.11% |
$8.64K - $10.2K
|
70.7K
$13.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-75- 1.37% |
$8.64K - $10.2K
|
5.4K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-80- 2.02% |
$9.22K - $10.8K
|
3.88K
$758K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-80- 7.24% |
$9.22K - $10.8K
|
1.03K
$200K
|
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-84- 4.13% |
$9.68K - $11.4K
|
1.95K
$381K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-86- 2.71% |
$9.91K - $11.6K
|
3.08K
$602K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-86Closed |
$9.91K - $11.6K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-87- 1.89% |
$10K - $11.8K
|
4.53K
$883K
|