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
|
Great Diamond Partners, LLC
|
BUY
|
- |
550+ 2.88% |
$50K - $60.8K
|
19.7K
$3.49M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
539+ 7.69% |
$49K - $59.5K
|
7.55K
$1.34M
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
531+ 14.45% |
$48.3K - $58.7K
|
4.21K
$747K
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
530+ 2.54% |
$48.2K - $58.5K
|
21.4K
$3.8M
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
529+ 4.63% |
$48.1K - $58.4K
|
11.9K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
521+ 3.76% |
$47.4K - $57.6K
|
14.4K
$2.55M
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
520+ 1.16% |
$47.3K - $57.4K
|
45.4K
$8.06M
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
508+ 0.19% |
$46.2K - $56.1K
|
273K
$48.5M
|
|
Nov 04, 2022
Q3 2022
|
Factorial Partners, LLC
|
BUY
|
- |
500+ 1.3% |
$45.5K - $55.2K
|
39K
$6.93M
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
462New |
$42K - $51K
|
462
$82.1K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
455New |
$41.4K - $50.3K
|
455
$80.8K
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
449+ 10.95% |
$40.8K - $49.6K
|
4.55K
$808K
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
437+ 18.6% |
$39.7K - $48.3K
|
2.79K
$495K
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
430+ 58.66% |
$39.1K - $47.5K
|
1.16K
$207K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
429New |
$39K - $47.4K
|
429
$76.2K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
381New |
$34.6K - $42.1K
|
381
$67.7K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
365+ 2.1% |
$33.2K - $40.3K
|
17.8K
$3.15M
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
347+ 5.54% |
$31.5K - $38.3K
|
6.61K
$1.17M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
341+ 26.35% |
$31K - $37.7K
|
1.64K
$290K
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
341+ 22.14% |
$31K - $37.7K
|
1.88K
$334K
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
340+ 9.76% |
$30.9K - $37.6K
|
3.82K
$679K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
338+ 1.49% |
$30.7K - $37.3K
|
23.1K
$4.1M
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
334+ 982.35% |
$30.4K - $36.9K
|
368
$65.4K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
326+ 9.54% |
$29.6K - $36K
|
3.74K
$665K
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
290+ 113.73% |
$26.4K - $32K
|
545
$96.8K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
289+ 4.75% |
$26.3K - $31.9K
|
6.37K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
285+ 2.51% |
$25.9K - $31.5K
|
11.6K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
275+ 0.37% |
$25K - $30.4K
|
75K
$13.3M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
271+ 108.4% |
$24.6K - $29.9K
|
521
$92.5K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
263New |
$23.9K - $29.1K
|
263
$46.7K
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
263+ 1.36% |
$23.9K - $29.1K
|
19.7K
$3.49M
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
255+ 0.63% |
$23.2K - $28.2K
|
40.7K
$7.22M
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
BUY
|
- |
254+ 0.6% |
$23.1K - $28.1K
|
42.9K
$7.62M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
236+ 5.68% |
$21.5K - $26.1K
|
4.39K
$779K
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
222+ 4.37% |
$20.2K - $24.5K
|
5.3K
$941K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
219New |
$19.9K - $24.2K
|
219
$38.9K
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
211+ 1.05% |
$19.2K - $23.3K
|
20.3K
$3.61M
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
BUY
|
- |
200+ 4.55% |
$18.2K - $22.1K
|
4.6K
$817K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
192+ 29.86% |
$17.5K - $21.2K
|
835
$148K
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
191+ 1.99% |
$17.4K - $21.1K
|
9.79K
$1.74M
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
183+ 155.08% |
$16.6K - $20.2K
|
301
$53.5K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
182+ 3.54% |
$16.5K - $20.1K
|
5.33K
$946K
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
181+ 7.34% |
$16.5K - $20K
|
2.65K
$470K
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
179+ 0.65% |
$16.3K - $19.8K
|
27.5K
$4.89M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
172+ 6.87% |
$15.6K - $19K
|
2.68K
$475K
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
172+ 5.67% |
$15.6K - $19K
|
3.21K
$570K
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
166+ 3.6% |
$15.1K - $18.3K
|
4.78K
$849K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
161+ 0.58% |
$14.6K - $17.8K
|
28K
$4.97M
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
159New |
$14.5K - $17.6K
|
159
$28.2K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
158+ 4.82% |
$14.4K - $17.5K
|
3.43K
$610K
|