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 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.12K+ 8.21% |
$118K - $148K
|
14.7K
$2.61M
|
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.09K+ 13.15% |
$115K - $145K
|
9.36K
$1.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.06K+ 5.61% |
$112K - $141K
|
19.9K
$3.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.03K+ 33.47% |
$110K - $137K
|
4.12K
$731K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.03K+ 6.09% |
$109K - $137K
|
18K
$3.19M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.03K+ 57.76% |
$109K - $137K
|
2.81K
$498K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.03K+ 5.25% |
$109K - $137K
|
20.6K
$3.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 47.45% |
$107K - $134K
|
3.12K
$555K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
1K+ 31.35% |
$106K - $133K
|
4.19K
$744K
|
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
993New |
$105K - $132K
|
993
$176K
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
967+ 44.48% |
$103K - $129K
|
3.14K
$558K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
929+ 4.16% |
$98.6K - $124K
|
23.3K
$4.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
857+ 1.69% |
$91K - $114K
|
51.6K
$9.17M
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
843+ 0.22% |
$89.5K - $112K
|
388K
$68.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
842+ 16.56% |
$89.4K - $112K
|
5.93K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
839+ 6.78% |
$89K - $112K
|
13.2K
$2.35M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
818+ 37.49% |
$86.8K - $109K
|
3K
$533K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
816+ 17.89% |
$86.6K - $109K
|
5.38K
$955K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
815+ 32.81% |
$86.5K - $108K
|
3.3K
$586K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
810+ 21.57% |
$86K - $108K
|
4.57K
$811K
|
|
|
Feb 09, 2022
Q4 2021
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
800New |
$84.9K - $106K
|
800
$142K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
800+ 0.94% |
$84.9K - $106K
|
86.2K
$15.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
BUY
|
- |
783+ 0.62% |
$83.1K - $104K
|
127K
$22.5M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
780+ 174.5% |
$82.8K - $104K
|
1.23K
$218K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
778+ 4.54% |
$82.6K - $103K
|
17.9K
$3.18M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
767+ 53.12% |
$81.4K - $102K
|
2.21K
$393K
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
765+ 17.77% |
$81.2K - $102K
|
5.07K
$900K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
748+ 3.58% |
$79.4K - $99.5K
|
21.6K
$3.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
738+ 13.69% |
$78.3K - $98.1K
|
6.13K
$1.09M
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
733New |
$77.8K - $97.5K
|
733
$130K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
722+ 1.19% |
$76.6K - $96K
|
61.4K
$10.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
714+ 17.13% |
$75.8K - $95K
|
4.88K
$867K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
713+ 12.62% |
$75.7K - $94.8K
|
6.36K
$1.13M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
710+ 8.84% |
$75.4K - $94.4K
|
8.74K
$1.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
693+ 23100.0% |
$73.5K - $92.2K
|
696
$124K
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
687+ 4.63% |
$72.9K - $91.4K
|
15.5K
$2.76M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
684+ 30.36% |
$72.6K - $91K
|
2.94K
$522K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
675+ 2.41% |
$71.6K - $89.8K
|
28.7K
$5.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
672+ 6.67% |
$71.3K - $89.4K
|
10.7K
$1.91M
|
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
671+ 9.2% |
$71.2K - $89.2K
|
7.97K
$1.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
668+ 13.02% |
$70.9K - $88.8K
|
5.8K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
658+ 6.51% |
$69.8K - $87.5K
|
10.8K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
652New |
$69.2K - $86.7K
|
652
$116K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
622+ 12.51% |
$66K - $82.7K
|
5.6K
$994K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
620+ 3.56% |
$65.8K - $82.5K
|
18.1K
$3.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
614+ 2.37% |
$65.2K - $81.7K
|
26.5K
$4.71M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
606+ 18.32% |
$64.3K - $80.6K
|
3.91K
$695K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
600New |
$63.7K - $79.8K
|
600
$107K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
587+ 0.24% |
$62.3K - $78.1K
|
240K
$42.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
585New |
$62.1K - $77.8K
|
585
$104K
|