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 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3.88KNew |
$411K - $515K
|
3.88K
$765K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.87KNew |
$411K - $515K
|
3.87K
$765K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.87KNew |
$411K - $515K
|
3.87K
$764K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.82KNew |
$405K - $507K
|
3.82K
$754K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
3.69K+ 144.75% |
$392K - $491K
|
6.25K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
3.68KNew |
$390K - $489K
|
3.68K
$726K
|
|
|
Feb 08, 2022
Q4 2021
|
Amf Tjanstepension Ab
|
BUY
|
- |
3.55K+ 2.01% |
$377K - $472K
|
180K
$35.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.42K+ 1.88% |
$363K - $455K
|
185K
$36.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
3.35K+ 10.45% |
$356K - $446K
|
35.4K
$7M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.27KNew |
$347K - $435K
|
3.27K
$645K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3.22K+ 1.44% |
$342K - $428K
|
227K
$44.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.2KNew |
$340K - $426K
|
3.2K
$632K
|
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
3.15KNew |
$334K - $419K
|
3.15K
$622K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.05KNew |
$323K - $405K
|
3.05K
$602K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.99K+ 15.93% |
$317K - $398K
|
21.8K
$4.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
2.97KNew |
$315K - $394K
|
2.97K
$586K
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.92KNew |
$310K - $389K
|
2.92K
$577K
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.84KNew |
$302K - $378K
|
2.84K
$562K
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.82KNew |
$299K - $374K
|
2.82K
$556K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2.79K+ 0.93% |
$296K - $371K
|
302K
$59.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.76K+ 11.34% |
$293K - $367K
|
27.1K
$5.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.74K+ 4.86% |
$291K - $364K
|
59.1K
$11.7M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.7KNew |
$287K - $359K
|
2.7K
$534K
|
|
|
Feb 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.66K+ 2.82% |
$283K - $354K
|
96.9K
$19.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
2.61KNew |
$277K - $348K
|
2.61K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.6K+ 73.91% |
$276K - $346K
|
6.13K
$1.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.59KNew |
$274K - $344K
|
2.59K
$511K
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.55K+ 26.84% |
$271K - $339K
|
12.1K
$2.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.53K+ 8.48% |
$268K - $336K
|
32.4K
$6.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.52KNew |
$268K - $335K
|
2.52K
$498K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.52K+ 3.36% |
$267K - $335K
|
77.5K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.48K+ 42.51% |
$264K - $330K
|
8.32K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.42KNew |
$257K - $322K
|
2.42K
$479K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$255K - $320K
|
2.41K
$475K
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.4KNew |
$255K - $319K
|
2.4K
$474K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.38K+ 8.93% |
$253K - $317K
|
29.1K
$5.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.34KNew |
$248K - $311K
|
2.34K
$461K
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.31KNew |
$245K - $307K
|
2.31K
$456K
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
2.31K+ 35.0% |
$245K - $307K
|
8.91K
$1.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
2.31K+ 5.21% |
$245K - $307K
|
46.6K
$9.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.29K+ 2.33% |
$243K - $305K
|
101K
$19.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.27KNew |
$241K - $302K
|
2.27K
$448K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
2.27KNew |
$240K - $301K
|
2.27K
$448K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.26KNew |
$239K - $300K
|
2.26K
$446K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.23KNew |
$236K - $296K
|
2.23K
$440K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.18K+ 9.16% |
$231K - $290K
|
26K
$5.13M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
2.17KNew |
$230K - $288K
|
2.17K
$428K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.16K+ 632.26% |
$229K - $287K
|
2.5K
$493K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.12KNew |
$225K - $282K
|
2.12K
$418K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.1K+ 12.86% |
$223K - $280K
|
18.5K
$3.65M
|