Purchases and Sales Made in Q4 2021 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-191- 5.46% |
$20.3K - $25.4K
|
3.31K
$581K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-195- 8.94% |
$20.7K - $25.9K
|
1.99K
$349K
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-196Closed |
$20.8K - $26.1K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.08% |
$21.2K - $26.6K
|
18.4K
$3.24M
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-210- 7.79% |
$22.3K - $27.9K
|
2.49K
$437K
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-210- 0.73% |
$22.3K - $27.9K
|
28.7K
$5.04M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-212- 5.4% |
$22.5K - $28.2K
|
3.71K
$653K
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-213- 4.03% |
$22.6K - $28.3K
|
5.07K
$891K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-215Closed |
$22.8K - $28.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-234- 4.21% |
$24.8K - $31.1K
|
5.32K
$936K
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-238Closed |
$25.3K - $31.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-245- 1.03% |
$26K - $32.6K
|
23.5K
$4.13M
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-247Closed |
$26.2K - $32.8K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-253- 10.35% |
$26.9K - $33.6K
|
2.19K
$385K
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-255- 0.43% |
$27.1K - $33.9K
|
59K
$10.4M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-261- 0.41% |
$27.7K - $34.7K
|
63.7K
$11.2M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-272Closed |
$28.9K - $36.2K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-272- 6.49% |
$28.9K - $36.2K
|
3.92K
$689K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-288Closed |
$30.6K - $38.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-299- 12.52% |
$31.7K - $39.8K
|
2.09K
$367K
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-310- 5.74% |
$32.9K - $41.2K
|
5.09K
$895K
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-318- 11.63% |
$33.7K - $42.3K
|
2.42K
$425K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-320- 4.98% |
$34K - $42.6K
|
6.1K
$1.07M
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-325- 4.06% |
$34.5K - $43.2K
|
7.68K
$1.35M
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-330- 6.35% |
$35K - $43.9K
|
4.87K
$856K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-337- 6.92% |
$35.8K - $44.8K
|
4.54K
$798K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-344Closed |
$36.5K - $45.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-360- 0.23% |
$38.2K - $47.9K
|
156K
$27.5M
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-363- 3.59% |
$38.5K - $48.3K
|
9.74K
$1.71M
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-369Closed |
$39.2K - $49.1K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-385- 1.12% |
$40.9K - $51.2K
|
34K
$5.98M
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-387- 16.66% |
$41.1K - $51.5K
|
1.94K
$340K
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
SELL
|
- |
-397- 16.14% |
$42.1K - $52.8K
|
2.06K
$363K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-401- 2.83% |
$42.6K - $53.3K
|
13.8K
$2.42M
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-403- 5.08% |
$42.8K - $53.6K
|
7.54K
$1.33M
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-406- 3.0% |
$43.1K - $54K
|
13.1K
$2.31M
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-417- 1.12% |
$44.3K - $55.5K
|
36.9K
$6.49M
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-424- 65.23% |
$45K - $56.4K
|
226
$39.7K
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-426- 1.18% |
$45.2K - $56.7K
|
35.7K
$6.28M
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-426Closed |
$45.2K - $56.7K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
SELL
|
- |
-439- 15.36% |
$46.6K - $58.4K
|
2.42K
$426K
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-442- 28.17% |
$46.9K - $58.8K
|
1.13K
$198K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-449- 7.15% |
$47.7K - $59.7K
|
5.83K
$1.02M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-452- 1.63% |
$48K - $60.1K
|
27.4K
$4.81M
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-495- 11.95% |
$52.5K - $65.8K
|
3.65K
$642K
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-511- 10.1% |
$54.2K - $68K
|
4.55K
$800K
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-514- 0.84% |
$54.6K - $68.4K
|
60.8K
$10.7M
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-523- 12.77% |
$55.5K - $69.6K
|
3.57K
$629K
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-525- 1.43% |
$55.7K - $69.8K
|
36.1K
$6.35M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-525- 0.36% |
$55.7K - $69.8K
|
144K
$25.4M
|