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
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
564+ 11.92% |
$59.9K - $75K
|
5.3K
$940K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
562+ 5.62% |
$59.6K - $74.7K
|
10.6K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
554+ 18.11% |
$58.8K - $73.7K
|
3.61K
$642K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
551+ 1.13% |
$58.5K - $73.3K
|
49.1K
$8.73M
|
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
546+ 6.61% |
$57.9K - $72.6K
|
8.8K
$1.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
530New |
$56.2K - $70.5K
|
530
$94.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Assenagon Asset Management S.A.
|
BUY
|
- |
510+ 11.8% |
$54.1K - $67.8K
|
4.83K
$858K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
501+ 12.51% |
$53.2K - $66.6K
|
4.51K
$800K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
497+ 8.16% |
$52.7K - $66.1K
|
6.59K
$1.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
495+ 8.46% |
$52.5K - $65.8K
|
6.34K
$1.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
479New |
$50.8K - $63.7K
|
479
$85.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
472+ 11.57% |
$50.1K - $62.8K
|
4.55K
$808K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
463New |
$49.1K - $61.6K
|
463
$82.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
457+ 4.5% |
$48.5K - $60.8K
|
10.6K
$1.88M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
447New |
$47.4K - $59.4K
|
447
$79.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
444+ 25.2% |
$47.1K - $59K
|
2.21K
$392K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
436New |
$46.3K - $58K
|
436
$77.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
427+ 6.86% |
$45.3K - $56.8K
|
6.65K
$1.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
413+ 4.06% |
$43.8K - $54.9K
|
10.6K
$1.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
411+ 0.66% |
$43.6K - $54.7K
|
62.9K
$11.2M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
402New |
$42.7K - $53.5K
|
402
$71.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
399New |
$42.3K - $53.1K
|
399
$70.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
374+ 1.19% |
$39.7K - $49.7K
|
31.9K
$5.67M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
365+ 11.52% |
$38.7K - $48.5K
|
3.53K
$628K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
362+ 2.59% |
$38.4K - $48.1K
|
14.3K
$2.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
360New |
$38.2K - $47.9K
|
360
$63.9K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
359+ 0.76% |
$38.1K - $47.7K
|
47.5K
$8.43M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
348New |
$36.9K - $46.3K
|
348
$61.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
347+ 1.48% |
$36.8K - $46.1K
|
23.8K
$4.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
332+ 4.98% |
$35.2K - $44.2K
|
7K
$1.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
325New |
$34.5K - $43.2K
|
325
$57.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
322+ 10.0% |
$34.2K - $42.8K
|
3.54K
$629K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
313+ 1.25% |
$33.2K - $41.6K
|
25.3K
$4.49M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
311New |
$33K - $41.4K
|
311
$55.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
300+ 10.53% |
$31.8K - $39.9K
|
3.15K
$559K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
300+ 100.0% |
$31.8K - $39.9K
|
600
$107K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
298+ 3.94% |
$31.6K - $39.6K
|
7.87K
$1.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
290New |
$30.8K - $38.6K
|
290
$51.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
287+ 22.6% |
$30.5K - $38.2K
|
1.56K
$277K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
279+ 4.29% |
$29.6K - $37.1K
|
6.78K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
274+ 7.07% |
$29.1K - $36.4K
|
4.15K
$737K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
274+ 7.07% |
$29.1K - $36.4K
|
4.15K
$737K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
271+ 2.49% |
$28.8K - $36K
|
11.2K
$1.98M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
269+ 1.41% |
$28.5K - $35.8K
|
19.4K
$3.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
266New |
$28.2K - $35.4K
|
266
$47.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
261New |
$27.7K - $34.7K
|
261
$46.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
259+ 0.09% |
$27.5K - $34.4K
|
281K
$49.8M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
257+ 8.69% |
$27.3K - $34.2K
|
3.22K
$571K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
252+ 12.22% |
$26.7K - $33.5K
|
2.31K
$411K
|
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
251+ 0.41% |
$26.6K - $33.4K
|
60.7K
$10.8M
|