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 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
156+ 3.52% |
$14.2K - $17.2K
|
4.59K
$815K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
152+ 2.35% |
$13.8K - $16.8K
|
6.62K
$1.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
148+ 2.81% |
$13.5K - $16.3K
|
5.41K
$961K
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
143+ 5.29% |
$13K - $15.8K
|
2.85K
$506K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
142+ 2.32% |
$12.9K - $15.7K
|
6.26K
$1.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
141+ 0.3% |
$12.8K - $15.6K
|
47.6K
$8.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
134+ 0.37% |
$12.2K - $14.8K
|
36.4K
$6.47M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
127+ 0.06% |
$11.5K - $14K
|
197K
$35M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
121+ 2.19% |
$11K - $13.4K
|
5.64K
$1M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
118+ 2.12% |
$10.7K - $13K
|
5.67K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
115New |
$10.5K - $12.7K
|
115
$20.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
112+ 1.93% |
$10.2K - $12.4K
|
5.91K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
112+ 2.42% |
$10.2K - $12.4K
|
4.73K
$840K
|
|
|
Oct 19, 2022
Q3 2022
|
Insight Folios Inc
|
BUY
|
- |
111+ 1.87% |
$10.1K - $12.3K
|
6.06K
$1.08M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
104+ 7.03% |
$9.46K - $11.5K
|
1.58K
$281K
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 2.08% |
$9.09K - $11K
|
4.9K
$870K
|
|
|
Nov 09, 2022
Q3 2022
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
100+ 2.86% |
$9.09K - $11K
|
3.6K
$639K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
97New |
$8.82K - $10.7K
|
97
$17.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
93+ 3.03% |
$8.46K - $10.3K
|
3.16K
$562K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
93+ 2.01% |
$8.46K - $10.3K
|
4.71K
$836K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
93+ 290.63% |
$8.46K - $10.3K
|
125
$22.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
93+ 1.93% |
$8.46K - $10.3K
|
4.91K
$873K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
92New |
$8.36K - $10.2K
|
92
$16.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
87+ 1.77% |
$7.91K - $9.61K
|
5.01K
$890K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
82+ 2.36% |
$7.46K - $9.06K
|
3.55K
$631K
|
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
82+ 2.36% |
$7.46K - $9.06K
|
3.55K
$631K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
82+ 13.51% |
$7.46K - $9.06K
|
689
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
79+ 35.11% |
$7.18K - $8.73K
|
304
$54K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
78+ 288.89% |
$7.09K - $8.62K
|
105
$18.6K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
77+ 2.34% |
$7K - $8.51K
|
3.36K
$597K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75New |
$6.82K - $8.29K
|
75
$13.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
66+ 29.2% |
$6K - $7.29K
|
292
$51.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
65+ 14.32% |
$5.91K - $7.18K
|
519
$92.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
56New |
$5.09K - $6.19K
|
56
$9.95K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
56+ 0.38% |
$5.09K - $6.19K
|
14.8K
$2.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
54New |
$4.91K - $5.97K
|
54
$9.59K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
54+ 9.11% |
$4.91K - $5.97K
|
647
$115K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
47+ 2.17% |
$4.27K - $5.19K
|
2.21K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
40+ 0.48% |
$3.64K - $4.42K
|
8.39K
$1.49M
|
|
|
Nov 07, 2022
Q3 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
40+ 0.55% |
$3.64K - $4.42K
|
7.33K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
38New |
$3.45K - $4.2K
|
38
$6.75K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
38+ 8.54% |
$3.45K - $4.2K
|
483
$85.8K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
38+ 8.54% |
$3.45K - $4.2K
|
483
$85.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
37+ 0.49% |
$3.36K - $4.09K
|
7.56K
$1.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
37+ 20.33% |
$3.36K - $4.09K
|
219
$38.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
36+ 514.29% |
$3.27K - $3.98K
|
43
$7.64K
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
36+ 0.78% |
$3.27K - $3.98K
|
4.66K
$827K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
36+ 1.17% |
$3.27K - $3.98K
|
3.11K
$552K
|
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
35+ 0.97% |
$3.18K - $3.87K
|
3.64K
$647K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
34+ 3.5% |
$3.09K - $3.76K
|
1.01K
$178K
|