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 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 2.12% |
$455 - $552
|
231
$45.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 4.69% |
$546 - $663
|
122
$24.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 0.64% |
$636 - $773
|
1.09K
$215K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 13.85% |
$818 - $994
|
56
$11.1K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10- 27.03% |
$909 - $1.1K
|
27
$5.33K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-11- 0.52% |
$1K - $1.22K
|
2.12K
$419K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12- 27.91% |
$1.09K - $1.33K
|
31
$6.12K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-12- 0.32% |
$1.09K - $1.33K
|
3.74K
$738K
|
|
|
Oct 17, 2022
Q3 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-13- 0.03% |
$1.18K - $1.44K
|
48.9K
$9.66M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-14- 7.82% |
$1.27K - $1.55K
|
165
$32.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14- 0.46% |
$1.27K - $1.55K
|
3K
$593K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-16- 0.3% |
$1.45K - $1.77K
|
5.36K
$1.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-16- 0.14% |
$1.45K - $1.77K
|
11.1K
$2.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-17- 11.18% |
$1.55K - $1.88K
|
135
$26.7K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-19Closed |
$1.73K - $2.1K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-19- 1.21% |
$1.73K - $2.1K
|
1.55K
$306K
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.66% |
$1.82K - $2.21K
|
3.02K
$596K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-21- 1.34% |
$1.91K - $2.32K
|
1.55K
$306K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-23- 0.37% |
$2.09K - $2.54K
|
6.26K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-24- 0.81% |
$2.18K - $2.65K
|
2.95K
$582K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-28- 4.21% |
$2.55K - $3.09K
|
637
$126K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-30- 1.29% |
$2.73K - $3.31K
|
2.3K
$454K
|
|
|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
SELL
|
- |
-30- 1.28% |
$2.73K - $3.31K
|
2.31K
$456K
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-33- 1.46% |
$3K - $3.65K
|
2.23K
$440K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-39- 1.22% |
$3.55K - $4.31K
|
3.15K
$623K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-40- 1.54% |
$3.64K - $4.42K
|
2.56K
$506K
|
|
|
Nov 14, 2022
Q3 2022
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-40- 0.16% |
$3.64K - $4.42K
|
25.1K
$4.95M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-42- 17.8% |
$3.82K - $4.64K
|
194
$38.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-43- 0.78% |
$3.91K - $4.75K
|
5.5K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-45- 0.88% |
$4.09K - $4.97K
|
5.08K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-49- 1.06% |
$4.46K - $5.41K
|
4.56K
$901K
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 0.18% |
$4.55K - $5.52K
|
27.3K
$5.4M
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-53- 9.12% |
$4.82K - $5.85K
|
528
$104K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-53- 1.14% |
$4.82K - $5.85K
|
4.59K
$907K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-57- 3.66% |
$5.18K - $6.3K
|
1.5K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-57- 42.54% |
$5.18K - $6.3K
|
77
$15.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-60- 32.09% |
$5.46K - $6.63K
|
127
$25.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-68- 2.05% |
$6.18K - $7.51K
|
3.25K
$642K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-70- 25.93% |
$6.36K - $7.73K
|
200
$39.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-71- 2.58% |
$6.46K - $7.84K
|
2.69K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-73- 5.89% |
$6.64K - $8.06K
|
1.17K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-78- 0.99% |
$7.09K - $8.62K
|
7.81K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-78- 5.28% |
$7.09K - $8.62K
|
1.4K
$276K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-80- 13.38% |
$7.27K - $8.84K
|
518
$102K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-85- 1.81% |
$7.73K - $9.39K
|
4.6K
$909K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-92- 3.25% |
$8.36K - $10.2K
|
2.74K
$541K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-100- 7.35% |
$9.09K - $11K
|
1.26K
$249K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 0.76% |
$9.09K - $11K
|
13.1K
$2.59M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-103- 27.76% |
$9.36K - $11.4K
|
268
$52.9K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-105- 3.98% |
$9.55K - $11.6K
|
2.53K
$500K
|