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 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.09K+ 7.34% |
$222K - $278K
|
30.6K
$5.43M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.09K+ 3.16% |
$221K - $278K
|
68.1K
$12.1M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$221K - $276K
|
2.08K
$369K
|
|
|
Feb 10, 2022
Q4 2021
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
2.07KNew |
$220K - $276K
|
2.07K
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.04K+ 765.41% |
$216K - $271K
|
2.3K
$409K
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.02K+ 3.19% |
$215K - $269K
|
65.3K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
2.02K+ 308.73% |
$214K - $268K
|
2.67K
$474K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.01KNew |
$213K - $267K
|
2.01K
$356K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.98K+ 7.16% |
$210K - $263K
|
29.6K
$5.26M
|
|
|
Jan 18, 2022
Q4 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.97K+ 3.5% |
$210K - $263K
|
58.4K
$10.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.97K+ 5.68% |
$209K - $262K
|
36.6K
$6.5M
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.97KNew |
$209K - $261K
|
1.97K
$349K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.94K+ 45.87% |
$206K - $258K
|
6.17K
$1.1M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.94K+ 6.98% |
$205K - $257K
|
29.7K
$5.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.93K+ 12.4% |
$205K - $257K
|
17.5K
$3.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.89KNew |
$201K - $252K
|
1.89K
$336K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.89K+ 64.02% |
$200K - $251K
|
4.83K
$858K
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
1.8K+ 4.27% |
$191K - $240K
|
44K
$7.82M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.78KNew |
$189K - $237K
|
1.78K
$317K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
1.78KNew |
$189K - $237K
|
1.78K
$316K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.74KNew |
$184K - $231K
|
1.74K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.73KNew |
$184K - $230K
|
1.73K
$307K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.73K+ 90.43% |
$183K - $230K
|
3.64K
$647K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
1.7K+ 3.79% |
$180K - $226K
|
46.5K
$8.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.67KNew |
$178K - $222K
|
1.67K
$297K
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.62K+ 7.54% |
$172K - $216K
|
23.2K
$4.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.62K+ 54.98% |
$172K - $216K
|
4.57K
$812K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.6K+ 42.44% |
$170K - $213K
|
5.38K
$955K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.59K+ 16.44% |
$169K - $212K
|
11.3K
$2M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
1.58KNew |
$167K - $210K
|
1.58K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.56K+ 9.37% |
$165K - $207K
|
18.2K
$3.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
1.54K+ 32.33% |
$164K - $205K
|
6.31K
$1.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.5KNew |
$159K - $199K
|
1.5K
$266K
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
1.42K+ 4.31% |
$151K - $189K
|
34.3K
$6.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 2.15% |
$147K - $184K
|
65.5K
$11.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
1.37KNew |
$145K - $182K
|
1.37K
$243K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.36KNew |
$144K - $181K
|
1.36K
$241K
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
1.33K+ 33.76% |
$141K - $177K
|
5.27K
$937K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.33K+ 221.0% |
$141K - $176K
|
1.93K
$342K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.33K+ 221.0% |
$141K - $176K
|
1.93K
$342K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
1.31K+ 19.12% |
$139K - $174K
|
8.17K
$1.45M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.31K+ 6.07% |
$138K - $174K
|
22.8K
$4.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.27K+ 11.46% |
$135K - $169K
|
12.4K
$2.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.25K+ 57.57% |
$133K - $166K
|
3.42K
$608K
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.22K+ 1.92% |
$130K - $163K
|
64.8K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.2K+ 45.19% |
$128K - $160K
|
3.87K
$686K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.2K+ 9.22% |
$128K - $160K
|
14.3K
$2.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.16K+ 986.44% |
$124K - $155K
|
1.28K
$228K
|
|
|
Jan 28, 2022
Q4 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.16K+ 24.37% |
$123K - $154K
|
5.9K
$1.05M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.13K+ 61.32% |
$120K - $151K
|
2.98K
$529K
|