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 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
34+ 2.58% |
$3.09K - $3.76K
|
1.35K
$271K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
34+ 3.5% |
$3.09K - $3.76K
|
1.01K
$201K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
34+ 1.71% |
$3.09K - $3.76K
|
2.03K
$406K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
33+ 0.14% |
$3K - $3.65K
|
24.3K
$4.86M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
32New |
$2.91K - $3.54K
|
32
$6.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
30New |
$2.73K - $3.31K
|
30
$6K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 5.2% |
$2.73K - $3.31K
|
607
$121K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 0.3% |
$2.64K - $3.2K
|
9.8K
$1.96M
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
29+ 28.71% |
$2.64K - $3.2K
|
130
$26K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
29New |
$2.64K - $3.2K
|
29
$5.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 2.56% |
$2.45K - $2.98K
|
1.08K
$217K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
23+ 0.43% |
$2.09K - $2.54K
|
5.36K
$1.07M
|
|
|
Nov 01, 2022
Q3 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
21+ 0.15% |
$1.91K - $2.32K
|
14.3K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21New |
$1.91K - $2.32K
|
21
$4.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
18+ 0.12% |
$1.64K - $1.99K
|
15.4K
$3.09M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
18+ 1.31% |
$1.64K - $1.99K
|
1.39K
$278K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
18+ 0.54% |
$1.64K - $1.99K
|
3.38K
$676K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17+ 2.65% |
$1.55K - $1.88K
|
659
$132K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 32.65% |
$1.45K - $1.77K
|
65
$13K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
14+ 5.36% |
$1.27K - $1.55K
|
275
$55K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
13+ 0.15% |
$1.18K - $1.44K
|
8.58K
$1.72M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13+ 76.47% |
$1.18K - $1.44K
|
30
$6K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.06% |
$1.09K - $1.33K
|
21.8K
$4.37M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11New |
$1K - $1.22K
|
11
$2.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.05% |
$818 - $994
|
19.5K
$3.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9+ 0.12% |
$818 - $994
|
7.67K
$1.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.24% |
$727 - $884
|
3.35K
$669K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8+ 0.26% |
$727 - $884
|
3.14K
$628K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 1.28% |
$636 - $773
|
556
$111K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7New |
$636 - $773
|
7
$1.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
5+ 0.1% |
$455 - $552
|
5.14K
$1.03M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5+ 0.09% |
$455 - $552
|
5.73K
$1.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Trust Investment Advisors
|
BUY
|
- |
4+ 0.03% |
$364 - $442
|
12.1K
$2.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$273 - $331
|
17.1K
$3.43M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.64% |
$273 - $331
|
470
$94K
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2+ 0.02% |
$182 - $221
|
9.1K
$1.82M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 1.49% |
$182 - $221
|
136
$27.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
2New |
$182 - $221
|
2
$400
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 0.07% |
$182 - $221
|
3.02K
$605K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.91% |
$90.9 - $110
|
111
$22.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.32% |
$90.9 - $110
|
77
$15.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$90.9 - $110
|
3.62K
$725K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.12% |
$90.9 - $110
|
90
$18K
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1+ 0.03% |
$90.9 - $110
|
2.87K
$574K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.54% |
$90.9 - $110
|
185
$37K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.66% |
$90.9 - $110
|
153
$30.6K
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2- -0.0% |
$182 - $221
|
352K
$70.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$182 - $221
|
5.22K
$1.04M
|