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 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.67K+ 33400.0% |
$152K - $184K
|
1.68K
$297K
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.65K+ 12.22% |
$150K - $183K
|
15.2K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.64K+ 56.05% |
$149K - $181K
|
4.55K
$808K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.63K+ 4.77% |
$148K - $180K
|
35.8K
$6.35M
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.57K+ 52.75% |
$143K - $174K
|
4.55K
$808K
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.57K+ 3.12% |
$142K - $173K
|
51.8K
$9.2M
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.54K+ 4.15% |
$140K - $170K
|
38.7K
$6.86M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.52K+ 11.36% |
$138K - $168K
|
14.9K
$2.64M
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.5KNew |
$136K - $166K
|
1.5K
$266K
|
|
Oct 11, 2022
Q3 2022
|
Community Capital Management, LLC
|
BUY
|
- |
1.5K+ 10.14% |
$136K - $166K
|
16.3K
$2.89M
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
1.49K+ 22.21% |
$135K - $164K
|
8.19K
$1.45M
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
1.48K+ 4.23% |
$134K - $163K
|
36.4K
$6.46M
|
|
Nov 10, 2022
Q3 2022
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
1.45K+ 0.86% |
$132K - $160K
|
170K
$30.2M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.44KNew |
$131K - $160K
|
1.44K
$256K
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.39K+ 2.1% |
$126K - $154K
|
67.7K
$12M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.27K+ 35.99% |
$116K - $140K
|
4.8K
$853K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
1.25K+ 5.72% |
$114K - $139K
|
23.2K
$4.11M
|
|
Nov 14, 2022
Q3 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.23K+ 1.32% |
$112K - $136K
|
94.4K
$16.8M
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 30.83% |
$112K - $136K
|
5.22K
$927K
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.17K+ 26.11% |
$107K - $130K
|
5.67K
$1.01M
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.11K+ 28.24% |
$101K - $123K
|
5.05K
$896K
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.09K+ 17.67% |
$99.2K - $121K
|
7.27K
$1.29M
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
1.08K+ 0.37% |
$98.5K - $120K
|
293K
$52M
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.08K+ 9.62% |
$98.2K - $119K
|
12.3K
$2.18M
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.07K+ 2.16% |
$96.9K - $118K
|
50.4K
$8.95M
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
1.06K+ 1.09% |
$96.6K - $117K
|
98.7K
$17.5M
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
1.06K+ 20.08% |
$96.4K - $117K
|
6.34K
$1.13M
|
|
May 15, 2023
Q3 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
1KNew |
$90.9K - $110K
|
1K
$178K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
987+ 5.53% |
$89.7K - $109K
|
18.8K
$3.35M
|
|
Dec 09, 2024
Q3 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
943+ 0.96% |
$85.7K - $104K
|
99.5K
$17.7M
|
|
Nov 14, 2022
Q3 2022
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
BUY
|
- |
900+ 0.09% |
$81.8K - $99.4K
|
959K
$170M
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
836+ 20.19% |
$76K - $92.4K
|
4.98K
$884K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
829+ 117.59% |
$75.4K - $91.6K
|
1.53K
$272K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
824+ 31.8% |
$74.9K - $91K
|
3.42K
$607K
|
|
Nov 14, 2022
Q3 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
811+ 30.47% |
$73.7K - $89.6K
|
3.47K
$617K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
806+ 17.75% |
$73.3K - $89K
|
5.35K
$950K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
800New |
$72.7K - $88.4K
|
800
$142K
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
786+ 2.43% |
$71.5K - $86.8K
|
33.1K
$5.88M
|
|
Nov 15, 2022
Q3 2022
|
Wisconsin Capital Management LLC
|
BUY
|
- |
770+ 2.31% |
$70K - $85.1K
|
34.2K
$6.07M
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
749+ 1.05% |
$68.1K - $82.7K
|
71.9K
$12.8M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
727+ 8.27% |
$66.1K - $80.3K
|
9.52K
$1.69M
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
690+ 16.71% |
$62.7K - $76.2K
|
4.82K
$856K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
687+ 5.48% |
$62.5K - $75.9K
|
13.2K
$2.35M
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
BUY
|
- |
682+ 0.79% |
$62K - $75.3K
|
86.9K
$15.4M
|
|
Nov 14, 2022
Q3 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
666+ 7.39% |
$60.6K - $73.6K
|
9.68K
$1.72M
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
644+ 9.82% |
$58.6K - $71.1K
|
7.21K
$1.28M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
627+ 8.31% |
$57K - $69.3K
|
8.18K
$1.45M
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
613+ 7.44% |
$55.7K - $67.7K
|
8.85K
$1.57M
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
567+ 10.28% |
$51.6K - $62.6K
|
6.09K
$1.08M
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
560+ 1.56% |
$50.9K - $61.9K
|
36.5K
$6.48M
|