Purchases and Sales Made in Q3 2022 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q3 2022. 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 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-108- 4.02% |
$9.82K - $11.9K
|
2.58K
$453K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-110- 1.49% |
$10K - $12.2K
|
7.29K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-110- 0.9% |
$10K - $12.2K
|
12.1K
$2.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-111- 3.11% |
$10.1K - $12.3K
|
3.46K
$609K
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-113- 0.83% |
$10.3K - $12.5K
|
13.5K
$2.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-116- 0.47% |
$10.5K - $12.8K
|
24.7K
$4.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-120- 4.05% |
$10.9K - $13.3K
|
2.84K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-125- 0.25% |
$11.4K - $13.8K
|
50.3K
$8.84M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-126- 13.29% |
$11.5K - $13.9K
|
822
$145K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-141- 2.44% |
$12.8K - $15.6K
|
5.64K
$991K
|
|
|
Nov 08, 2022
Q3 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-145- 0.22% |
$13.2K - $16K
|
64.7K
$11.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-150- 1.95% |
$13.6K - $16.6K
|
7.53K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-158- 3.09% |
$14.4K - $17.5K
|
4.95K
$871K
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-163- 2.64% |
$14.8K - $18K
|
6.02K
$1.06M
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-166- 45.36% |
$15.1K - $18.3K
|
200
$35.2K
|
|
|
Sep 08, 2023
Q3 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-174- 6.65% |
$15.8K - $19.2K
|
2.44K
$429K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-177- 5.2% |
$16.1K - $19.6K
|
3.23K
$568K
|
|
|
Nov 02, 2022
Q3 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-185- 0.83% |
$16.8K - $20.4K
|
22K
$3.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-189- 51.78% |
$17.2K - $20.9K
|
176
$31K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-193- 4.76% |
$17.5K - $21.3K
|
3.86K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-199- 0.56% |
$18.1K - $22K
|
35.1K
$6.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 83.33% |
$18.2K - $22.1K
|
40
$7.03K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-206- 1.93% |
$18.7K - $22.8K
|
10.5K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-206- 0.88% |
$18.7K - $22.8K
|
23.1K
$4.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-208- 8.55% |
$18.9K - $23K
|
2.23K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-209- 7.37% |
$19K - $23.1K
|
2.63K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-210- 22.04% |
$19.1K - $23.2K
|
743
$131K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-225- 8.35% |
$20.5K - $24.9K
|
2.47K
$435K
|
|
|
Nov 02, 2022
Q3 2022
|
Bruni J V & CO
|
SELL
|
- |
-233- 0.06% |
$21.2K - $25.7K
|
386K
$67.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-238- 0.75% |
$21.6K - $26.3K
|
31.3K
$5.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-238- 9.06% |
$21.6K - $26.3K
|
2.39K
$420K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-240- 2.33% |
$21.8K - $26.5K
|
10.1K
$1.77M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-249- 34.39% |
$22.6K - $27.5K
|
475
$83.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-252- 0.48% |
$22.9K - $27.8K
|
52.6K
$9.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-253- 1.59% |
$23K - $27.9K
|
15.7K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-269- 52.54% |
$24.5K - $29.7K
|
243
$42.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-276- 37.0% |
$25.1K - $30.5K
|
470
$82.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-281- 4.02% |
$25.5K - $31K
|
6.71K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-283- 5.6% |
$25.7K - $31.3K
|
4.77K
$839K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-285- 7.79% |
$25.9K - $31.5K
|
3.38K
$594K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
SELL
|
- |
-298- 0.65% |
$27.1K - $32.9K
|
45.5K
$8M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.69% |
$27.3K - $33.1K
|
17.5K
$3.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-303- 7.44% |
$27.5K - $33.5K
|
3.77K
$663K
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-306- 14.94% |
$27.8K - $33.8K
|
1.74K
$306K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-317- 11.99% |
$28.8K - $35K
|
2.33K
$409K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-321- 1.77% |
$29.2K - $35.5K
|
17.8K
$3.13M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-321- 86.52% |
$29.2K - $35.5K
|
50
$8.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-326- 0.89% |
$29.6K - $36K
|
36.1K
$6.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-333- 0.87% |
$30.3K - $36.8K
|
38.1K
$6.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-335- 8.1% |
$30.5K - $37K
|
3.8K
$668K
|