Purchases and Sales Made in Q4 2022 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q4 2022. 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 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-131- 0.85% |
$11.9K - $14.3K
|
15.3K
$2.61M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-138- 4.21% |
$12.5K - $15K
|
3.14K
$535K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-139- 0.32% |
$12.6K - $15.1K
|
42.8K
$7.31M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-142- 2.14% |
$12.9K - $15.4K
|
6.48K
$1.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-143- 2.7% |
$13K - $15.6K
|
5.16K
$880K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-144- 87.27% |
$13.1K - $15.7K
|
21
$3.58K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-153- 2.02% |
$13.9K - $16.6K
|
7.41K
$1.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-161- 6.25% |
$14.6K - $17.5K
|
2.42K
$412K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-164- 2.14% |
$14.9K - $17.8K
|
7.5K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-167- 9.97% |
$15.2K - $18.2K
|
1.51K
$257K
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-167- 6.84% |
$15.2K - $18.2K
|
2.27K
$388K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-168- 0.33% |
$15.3K - $18.3K
|
50.7K
$8.66M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-177- 6.46% |
$16.1K - $19.3K
|
2.56K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-186- 8.33% |
$16.9K - $20.2K
|
2.05K
$349K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-196- 1.69% |
$17.8K - $21.3K
|
11.4K
$1.95M
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-200- 19.25% |
$18.2K - $21.8K
|
839
$143K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-201- 4.42% |
$18.3K - $21.9K
|
4.35K
$742K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-203- 2.1% |
$18.4K - $22.1K
|
9.47K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-205- 2.44% |
$18.6K - $22.3K
|
8.18K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-207- 0.9% |
$18.8K - $22.5K
|
22.9K
$3.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-215- 0.56% |
$19.5K - $23.4K
|
37.9K
$6.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-224- 3.72% |
$20.3K - $24.4K
|
5.8K
$990K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-224- 1.92% |
$20.3K - $24.4K
|
11.5K
$1.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-225- 0.74% |
$20.4K - $24.5K
|
30K
$5.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-229- 6.44% |
$20.8K - $24.9K
|
3.33K
$568K
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-229- 6.44% |
$20.8K - $24.9K
|
3.33K
$568K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-232- 5.32% |
$21.1K - $25.2K
|
4.13K
$705K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-239- 8.39% |
$21.7K - $26K
|
2.61K
$445K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-239- 78.62% |
$21.7K - $26K
|
65
$11.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-243- 2.59% |
$22.1K - $26.4K
|
9.15K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-244- 3.74% |
$22.2K - $26.5K
|
6.28K
$1.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-245- 0.68% |
$22.2K - $26.7K
|
35.9K
$6.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-246- 2.21% |
$22.3K - $26.8K
|
10.9K
$1.86M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-255- 1.63% |
$23.2K - $27.7K
|
15.4K
$2.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-255- 1.63% |
$23.2K - $27.7K
|
15.4K
$2.63M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-260- 8.51% |
$23.6K - $28.3K
|
2.8K
$477K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-263- 12.97% |
$23.9K - $28.6K
|
1.77K
$301K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-294- 9.33% |
$26.7K - $32K
|
2.86K
$488K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-312- 6.3% |
$28.3K - $33.9K
|
4.64K
$792K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-321- 86.52% |
$29.1K - $34.9K
|
50
$8.54K
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-322- 6.55% |
$29.2K - $35K
|
4.59K
$784K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-327- 1.19% |
$29.7K - $35.6K
|
27.1K
$4.63M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-345- 4.73% |
$31.3K - $37.5K
|
6.95K
$1.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-347- 1.51% |
$31.5K - $37.7K
|
22.6K
$3.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-349- 80.41% |
$31.7K - $38K
|
85
$14.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-350- 2.34% |
$31.8K - $38.1K
|
14.6K
$2.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-359- 7.13% |
$32.6K - $39.1K
|
4.67K
$798K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-368- 6.69% |
$33.4K - $40K
|
5.13K
$876K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-371- 11.82% |
$33.7K - $40.4K
|
2.77K
$472K
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-377- 5.26% |
$34.2K - $41K
|
6.78K
$1.16M
|