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 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.22K+ 11.73% |
$293K - $356K
|
30.7K
$5.45M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.22KNew |
$293K - $355K
|
3.22K
$572K
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.22KNew |
$292K - $355K
|
3.22K
$571K
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.03KNew |
$275K - $334K
|
3.03K
$537K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3KNew |
$273K - $331K
|
3K
$533K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.97K+ 37.72% |
$270K - $328K
|
10.8K
$1.93M
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
2.92K+ 7.08% |
$265K - $322K
|
44.1K
$7.83M
|
|
Oct 27, 2022
Q3 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.91K+ 3.83% |
$265K - $322K
|
79K
$14M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.88K+ 629.1% |
$261K - $318K
|
3.33K
$592K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.87K+ 192.56% |
$261K - $317K
|
4.36K
$775K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.87KNew |
$260K - $316K
|
2.87K
$509K
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
BUY
|
- |
2.84K+ 30.45% |
$258K - $314K
|
12.2K
$2.16M
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.81K+ 8.44% |
$256K - $311K
|
36.2K
$6.42M
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.8K+ 19.98% |
$254K - $309K
|
16.8K
$2.98M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.79K+ 11.33% |
$254K - $308K
|
27.4K
$4.87M
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.75K+ 7.6% |
$250K - $303K
|
38.9K
$6.91M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.71KNew |
$246K - $299K
|
2.71K
$481K
|
|
Nov 14, 2022
Q3 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
2.66KNew |
$241K - $293K
|
2.66K
$472K
|
|
Nov 29, 2022
Q3 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.61KNew |
$237K - $288K
|
2.61K
$464K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.59KNew |
$235K - $286K
|
2.59K
$459K
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
BUY
|
- |
2.58KNew |
$234K - $285K
|
2.58K
$457K
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.54K+ 49.84% |
$231K - $281K
|
7.64K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.54K+ 4.41% |
$231K - $280K
|
60.1K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.53K+ 1.89% |
$230K - $279K
|
136K
$24.2M
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.41K+ 276.87% |
$219K - $266K
|
3.28K
$582K
|
|
Nov 02, 2022
Q3 2022
|
Kendall Capital Management
|
BUY
|
- |
2.4K+ 43.59% |
$218K - $265K
|
7.89K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.39KNew |
$217K - $264K
|
2.39K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.33K+ 3.48% |
$212K - $258K
|
69.2K
$12.3M
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.33K+ 3.57% |
$212K - $257K
|
67.5K
$12M
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
BUY
|
- |
2.32K+ 8.83% |
$211K - $256K
|
28.6K
$5.07M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.32K+ 0.01% |
$210K - $256K
|
35.4M
$6.28B
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
2.28K+ 2.25% |
$207K - $252K
|
104K
$18.4M
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.27KNew |
$206K - $250K
|
2.27K
$403K
|
|
Nov 14, 2022
Q3 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.26K+ 76.18% |
$205K - $249K
|
5.22K
$927K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$203K - $247K
|
2.23K
$396K
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.22K+ 2.1% |
$202K - $246K
|
108K
$19.2M
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.18KNew |
$199K - $241K
|
2.18K
$388K
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.16K+ 0.57% |
$196K - $238K
|
380K
$67.5M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.1KNew |
$191K - $232K
|
2.1K
$374K
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.07KNew |
$188K - $229K
|
2.07K
$368K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.04K+ 48.2% |
$186K - $226K
|
6.29K
$1.12M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.04K+ 8.73% |
$186K - $226K
|
25.5K
$4.52M
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.04K+ 5.59% |
$185K - $225K
|
38.5K
$6.84M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2K+ 2.76% |
$182K - $221K
|
74.7K
$13.3M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.97K+ 21.6% |
$179K - $218K
|
11.1K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.97K+ 50.97% |
$179K - $217K
|
5.82K
$1.03M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.9K+ 28.88% |
$173K - $210K
|
8.48K
$1.51M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.87K+ 5.46% |
$170K - $207K
|
36.1K
$6.42M
|
|
Nov 14, 2022
Q3 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.83K+ 12.07% |
$166K - $202K
|
17K
$3.02M
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
BUY
|
- |
1.73K+ 22.49% |
$157K - $191K
|
9.42K
$1.67M
|