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 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
240+ 7.64% |
$25.5K - $31.9K
|
3.38K
$600K
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
240+ 22.22% |
$25.5K - $31.9K
|
1.32K
$234K
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
240+ 1.43% |
$25.5K - $31.9K
|
17K
$3.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
235New |
$24.9K - $31.3K
|
235
$41.7K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
230+ 3.79% |
$24.4K - $30.6K
|
6.29K
$1.12M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
230New |
$24.4K - $30.6K
|
230
$40.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
228New |
$24.2K - $30.3K
|
228
$40.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
208New |
$22.1K - $27.7K
|
208
$36.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
207+ 0.49% |
$22K - $27.5K
|
42.3K
$7.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
206+ 5.98% |
$21.9K - $27.4K
|
3.65K
$649K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
200New |
$21.2K - $26.6K
|
200
$35.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
199+ 3.3% |
$21.1K - $26.5K
|
6.23K
$1.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
196+ 17.72% |
$20.8K - $26.1K
|
1.3K
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
196+ 4.05% |
$20.8K - $26.1K
|
5.04K
$894K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
195New |
$20.7K - $25.9K
|
195
$34.6K
|
|
|
Jan 06, 2022
Q4 2021
|
Birch Capital Management, LLC
|
BUY
|
- |
189+ 1.28% |
$20.1K - $25.1K
|
14.9K
$2.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
186+ 3.39% |
$19.7K - $24.7K
|
5.67K
$1.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
173+ 1.42% |
$18.4K - $23K
|
12.3K
$2.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
167+ 2.64% |
$17.7K - $22.2K
|
6.48K
$1.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
158+ 0.2% |
$16.8K - $21K
|
78.6K
$14M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
158+ 2.21% |
$16.8K - $21K
|
7.32K
$1.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
154+ 21.51% |
$16.3K - $20.5K
|
870
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
150+ 10.23% |
$15.9K - $19.9K
|
1.62K
$287K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
147New |
$15.6K - $19.5K
|
147
$26.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
147+ 5.44% |
$15.6K - $19.5K
|
2.85K
$506K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
147New |
$15.6K - $19.5K
|
147
$26.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
145+ 2.37% |
$15.4K - $19.3K
|
6.26K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
140New |
$14.9K - $18.6K
|
140
$24.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
131+ 0.59% |
$13.9K - $17.4K
|
22.2K
$3.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
129+ 1.25% |
$13.7K - $17.2K
|
10.4K
$1.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
128+ 10.64% |
$13.6K - $17K
|
1.33K
$236K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
120+ 3.45% |
$12.7K - $16K
|
3.6K
$639K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
118New |
$12.5K - $15.7K
|
118
$21K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
116+ 1.56% |
$12.3K - $15.4K
|
7.55K
$1.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
110+ 4.06% |
$11.7K - $14.6K
|
2.82K
$501K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
110+ 2.32% |
$11.7K - $14.6K
|
4.85K
$861K
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
106+ 0.85% |
$11.2K - $14.1K
|
12.5K
$2.23M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
106New |
$11.2K - $14.1K
|
106
$18.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
104New |
$11K - $13.8K
|
104
$18.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
104+ 43.88% |
$11K - $13.8K
|
341
$60.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
103New |
$10.9K - $13.7K
|
103
$18.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
102New |
$10.8K - $13.6K
|
102
$18.1K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
99+ 1.28% |
$10.5K - $13.2K
|
7.83K
$1.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
98+ 392.0% |
$10.4K - $13K
|
123
$21.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
95+ 0.97% |
$10.1K - $12.6K
|
9.89K
$1.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
88New |
$9.34K - $11.7K
|
88
$15.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
88+ 17.6% |
$9.34K - $11.7K
|
588
$104K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
86+ 0.21% |
$9.13K - $11.4K
|
40.4K
$7.17M
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
86+ 0.21% |
$9.13K - $11.4K
|
40.4K
$7.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
85+ 0.46% |
$9.02K - $11.3K
|
18.4K
$3.27M
|