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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-535- 18.86% |
$56.8K - $71.1K
|
2.3K
$405K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-540Closed |
$57.3K - $71.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-545Closed |
$57.8K - $72.5K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-553- 0.24% |
$58.7K - $73.5K
|
229K
$40.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-557- 19.84% |
$59.1K - $74.1K
|
2.25K
$396K
|
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-582- 1.19% |
$61.8K - $77.4K
|
48.5K
$8.52M
|
|
|
Jan 26, 2022
Q4 2021
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-592- 1.45% |
$62.8K - $78.7K
|
40.3K
$7.09M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 34.44% |
$63.7K - $79.8K
|
1.14K
$201K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-603- 13.64% |
$64K - $80.2K
|
3.82K
$671K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-616- 6.82% |
$65.4K - $81.9K
|
8.41K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-621- 11.86% |
$65.9K - $82.6K
|
4.62K
$812K
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-630- 19.43% |
$66.9K - $83.8K
|
2.61K
$459K
|
|
|
Feb 09, 2022
Q4 2021
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-637- 3.86% |
$67.6K - $84.7K
|
15.9K
$2.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Capital Management LLC
|
SELL
|
- |
-639- 0.38% |
$67.8K - $85K
|
167K
$29.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-649Closed |
$68.9K - $86.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-653Closed |
$69.3K - $86.8K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-654- 22.5% |
$69.4K - $87K
|
2.25K
$396K
|
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-666- 17.63% |
$70.7K - $88.6K
|
3.11K
$547K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-694Closed |
$73.7K - $92.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-702- 2.31% |
$74.5K - $93.4K
|
29.7K
$5.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-710- 0.22% |
$75.4K - $94.4K
|
318K
$56M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-742- 1.98% |
$78.7K - $98.7K
|
36.8K
$6.47M
|
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
SELL
|
- |
-748- 1.65% |
$79.4K - $99.5K
|
44.5K
$7.82M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-797- 2.78% |
$84.6K - $106K
|
27.8K
$4.89M
|
|
|
Feb 01, 2022
Q4 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-800- 3.19% |
$84.9K - $106K
|
24.3K
$4.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-800- 0.26% |
$84.9K - $106K
|
311K
$54.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-802- 5.6% |
$85.1K - $107K
|
13.5K
$2.38M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-808- 16.41% |
$85.8K - $107K
|
4.12K
$724K
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-821- 2.83% |
$87.1K - $109K
|
28.2K
$4.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-854- 2.0% |
$90.6K - $114K
|
41.8K
$7.35M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
SELL
|
- |
-869- 11.9% |
$92.2K - $116K
|
6.43K
$1.13M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-878- 21.52% |
$93.2K - $117K
|
3.2K
$563K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-891- 2.63% |
$94.6K - $118K
|
33K
$5.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-900- 1.66% |
$95.5K - $120K
|
53.2K
$9.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-924- 26.35% |
$98.1K - $123K
|
2.58K
$454K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-942Closed |
$100K - $125K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-945- 4.67% |
$100K - $126K
|
19.3K
$3.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-992- 40.06% |
$105K - $132K
|
1.48K
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.02K- 21.29% |
$109K - $136K
|
3.78K
$665K
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-1.04K- 13.01% |
$111K - $139K
|
6.98K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.06KClosed |
$113K - $141K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.09K- 50.14% |
$116K - $145K
|
1.08K
$191K
|
|
|
Feb 09, 2022
Q4 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.12K- 0.54% |
$118K - $148K
|
205K
$36M
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-1.12K- 7.07% |
$119K - $149K
|
14.7K
$2.59M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-1.19K- 13.78% |
$127K - $159K
|
7.47K
$1.31M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-1.21K- 86.88% |
$129K - $161K
|
183
$32.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.22K- 6.35% |
$129K - $162K
|
18K
$3.16M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.24K- 3.55% |
$131K - $164K
|
33.6K
$5.91M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.27K- 3.51% |
$135K - $169K
|
34.9K
$6.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Aviva PLC
|
SELL
|
- |
-1.3K- 1.42% |
$138K - $173K
|
90.2K
$15.9M
|