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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-337- 9.33% |
$30.6K - $37.2K
|
3.28K
$576K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-340- 6.4% |
$30.9K - $37.6K
|
4.97K
$874K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-354- 10.76% |
$32.2K - $39.1K
|
2.94K
$517K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-355- 0.13% |
$32.3K - $39.2K
|
265K
$46.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-377- 6.75% |
$34.3K - $41.6K
|
5.21K
$917K
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-383- 2.43% |
$34.8K - $42.3K
|
15.4K
$2.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-384- 6.23% |
$34.9K - $42.4K
|
5.78K
$1.02M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-386- 11.21% |
$35.1K - $42.6K
|
3.06K
$537K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-389- 0.98% |
$35.4K - $43K
|
39.1K
$6.88M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-391- 2.9% |
$35.5K - $43.2K
|
13.1K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-400- 54.42% |
$36.4K - $44.2K
|
335
$58.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-417- 9.99% |
$37.9K - $46.1K
|
3.76K
$661K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-422- 4.77% |
$38.4K - $46.6K
|
8.43K
$1.48M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-427- 2.42% |
$38.8K - $47.2K
|
17.2K
$3.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-430- 1.47% |
$39.1K - $47.5K
|
28.7K
$5.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-430- 4.38% |
$39.1K - $47.5K
|
9.39K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-430- 3.83% |
$39.1K - $47.5K
|
10.8K
$1.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-432- 2.64% |
$39.3K - $47.7K
|
16K
$2.81M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-440- 8.01% |
$40K - $48.6K
|
5.05K
$888K
|
|
|
Oct 28, 2022
Q3 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-444- 2.05% |
$40.4K - $49K
|
21.2K
$3.72M
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-445- 12.13% |
$40.5K - $49.2K
|
3.22K
$567K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-463- 1.27% |
$42.1K - $51.1K
|
35.9K
$6.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-465- 3.64% |
$42.3K - $51.4K
|
12.3K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-466- 0.17% |
$42.4K - $51.5K
|
271K
$47.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-477- 0.73% |
$43.4K - $52.7K
|
65.3K
$11.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-486- 5.33% |
$44.2K - $53.7K
|
8.63K
$1.52M
|
|
|
Nov 02, 2022
Q3 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-488- 0.23% |
$44.4K - $53.9K
|
210K
$37M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-493- 3.32% |
$44.8K - $54.5K
|
14.4K
$2.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-508- 0.91% |
$46.2K - $56.1K
|
55.4K
$9.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-540- 18.12% |
$49.1K - $59.7K
|
2.44K
$429K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-540Closed |
$49.1K - $59.7K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-550- 7.21% |
$50K - $60.8K
|
7.08K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-566- 6.51% |
$51.5K - $62.5K
|
8.13K
$1.43M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-571- 1.29% |
$51.9K - $63.1K
|
43.6K
$7.66M
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-574- 1.44% |
$52.2K - $63.4K
|
39.2K
$6.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-580- 4.79% |
$52.7K - $64.1K
|
11.5K
$2.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-589- 2.48% |
$53.6K - $65.1K
|
23.2K
$4.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-603- 16.64% |
$54.8K - $66.6K
|
3.02K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-646- 3.96% |
$58.7K - $71.4K
|
15.7K
$2.76M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-646- 3.96% |
$58.7K - $71.4K
|
15.7K
$2.76M
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-650- 6.3% |
$59.1K - $71.8K
|
9.67K
$1.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-660- 40.1% |
$60K - $72.9K
|
986
$173K
|
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-669- 0.29% |
$60.8K - $73.9K
|
232K
$40.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-675- 10.93% |
$61.4K - $74.6K
|
5.5K
$968K
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-694- 2.66% |
$63.1K - $76.7K
|
25.4K
$4.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-712- 11.46% |
$64.7K - $78.7K
|
5.5K
$968K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-718- 9.12% |
$65.3K - $79.3K
|
7.16K
$1.26M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-730- 90.91% |
$66.4K - $80.6K
|
73
$12.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-806- 10.52% |
$73.3K - $89K
|
6.86K
$1.21M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-817- 0.52% |
$74.3K - $90.3K
|
155K
$27.3M
|