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 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
85+ 0.46% |
$9.02K - $11.3K
|
18.4K
$3.63M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
83New |
$8.81K - $11K
|
83
$16.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
80+ 0.7% |
$8.49K - $10.6K
|
11.5K
$2.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
80+ 7.21% |
$8.49K - $10.6K
|
1.19K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
79+ 43.17% |
$8.38K - $10.5K
|
262
$51.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
78+ 2.12% |
$8.28K - $10.4K
|
3.76K
$742K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
77+ 1.52% |
$8.17K - $10.2K
|
5.15K
$1.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
75+ 0.91% |
$7.96K - $9.97K
|
8.3K
$1.64M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
75+ 46.58% |
$7.96K - $9.97K
|
236
$46.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
73+ 0.67% |
$7.75K - $9.71K
|
10.9K
$2.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
72+ 3.77% |
$7.64K - $9.58K
|
1.98K
$392K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
70New |
$7.43K - $9.31K
|
70
$13.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
69+ 30.8% |
$7.32K - $9.18K
|
293
$57.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
69+ 3.65% |
$7.32K - $9.18K
|
1.96K
$387K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
67New |
$7.11K - $8.91K
|
67
$13.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
66+ 2.56% |
$7K - $8.78K
|
2.64K
$522K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
63+ 3.28% |
$6.69K - $8.38K
|
1.98K
$391K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
52+ 1.01% |
$5.52K - $6.92K
|
5.22K
$1.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
50+ 0.25% |
$5.31K - $6.65K
|
19.7K
$3.89M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
46+ 13.29% |
$4.88K - $6.12K
|
392
$77.4K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
45+ 1.7% |
$4.78K - $5.98K
|
2.7K
$532K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
44New |
$4.67K - $5.85K
|
44
$8.69K
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
43+ 0.11% |
$4.56K - $5.72K
|
40.7K
$8.03M
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
42+ 1.89% |
$4.46K - $5.59K
|
2.26K
$447K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
40New |
$4.25K - $5.32K
|
40
$7.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
39+ 1.6% |
$4.14K - $5.19K
|
2.47K
$488K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
39+ 16.12% |
$4.14K - $5.19K
|
281
$55.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
39+ 1.39% |
$4.14K - $5.19K
|
2.84K
$561K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
35+ 0.66% |
$3.71K - $4.65K
|
5.32K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
34+ 0.32% |
$3.61K - $4.52K
|
10.8K
$2.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
32+ 4.99% |
$3.4K - $4.26K
|
673
$133K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
28+ 4.44% |
$2.97K - $3.72K
|
659
$130K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
26New |
$2.76K - $3.46K
|
26
$5.14K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
23+ 1.35% |
$2.44K - $3.06K
|
1.73K
$342K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
22New |
$2.33K - $2.93K
|
22
$4.35K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
20+ 0.05% |
$2.12K - $2.66K
|
38.7K
$7.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
19+ 0.43% |
$2.02K - $2.53K
|
4.42K
$873K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 12.0% |
$1.91K - $2.39K
|
168
$33.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
15New |
$1.59K - $1.99K
|
15
$2.96K
|
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.07% |
$1.59K - $1.99K
|
20.3K
$4M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
15New |
$1.59K - $1.99K
|
15
$2.96K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
13New |
$1.38K - $1.73K
|
13
$2.57K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
12New |
$1.27K - $1.6K
|
12
$2.37K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.14% |
$1.17K - $1.46K
|
8.02K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
10+ 26.32% |
$1.06K - $1.33K
|
48
$9.48K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10New |
$1.06K - $1.33K
|
10
$1.98K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 5.84% |
$955 - $1.2K
|
163
$32.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
8+ 0.09% |
$849 - $1.06K
|
8.78K
$1.73M
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
8+ 25.0% |
$849 - $1.06K
|
40
$7.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 1.22% |
$743 - $931
|
581
$115K
|