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
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-400- 12.5% |
$36.3K - $43.5K
|
2.8K
$500K
|
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-400- 1.82% |
$36.3K - $43.5K
|
21.6K
$3.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-402- 8.42% |
$36.5K - $43.7K
|
4.37K
$780K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-405- 3.1% |
$36.8K - $44.1K
|
12.7K
$2.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-406- 6.98% |
$36.9K - $44.2K
|
5.41K
$966K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-409- 1.77% |
$37.1K - $44.5K
|
22.7K
$4.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-421- 8.71% |
$38.2K - $45.8K
|
4.41K
$788K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-436- 0.96% |
$39.6K - $47.4K
|
45.1K
$8.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-438- 6.88% |
$39.8K - $47.6K
|
5.93K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-462- 21.49% |
$41.9K - $50.3K
|
1.69K
$301K
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-470- 0.96% |
$42.7K - $51.1K
|
48.4K
$8.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-522- 18.36% |
$47.4K - $56.8K
|
2.32K
$414K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-539- 84.62% |
$48.9K - $58.6K
|
98
$17.5K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-540- 20.88% |
$49K - $58.7K
|
2.05K
$365K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-567- 25.02% |
$51.5K - $61.7K
|
1.7K
$303K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-567- 4.65% |
$51.5K - $61.7K
|
11.6K
$2.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-582- 1.23% |
$52.8K - $63.3K
|
46.8K
$8.34M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 1.23% |
$54.5K - $65.3K
|
48.3K
$8.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
SELL
|
- |
-619- 1.26% |
$56.2K - $67.3K
|
48.6K
$8.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-627- 16.69% |
$56.9K - $68.2K
|
3.13K
$558K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-640- 1.06% |
$58.1K - $69.6K
|
59.5K
$10.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-644- 8.94% |
$58.5K - $70.1K
|
6.56K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-644- 19.66% |
$58.5K - $70.1K
|
2.63K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-681- 2.8% |
$61.8K - $74.1K
|
23.6K
$4.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-692- 76.38% |
$62.8K - $75.3K
|
214
$38.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-704- 17.43% |
$63.9K - $76.6K
|
3.34K
$595K
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-720- 0.2% |
$65.4K - $78.3K
|
351K
$62.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-721- 0.21% |
$65.5K - $78.4K
|
351K
$62.6M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-723- 23.34% |
$65.6K - $78.6K
|
2.38K
$424K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-745- 7.37% |
$67.6K - $81K
|
9.36K
$1.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-746- 33.35% |
$67.7K - $81.1K
|
1.49K
$266K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-764- 4.05% |
$69.4K - $83.1K
|
18.1K
$3.23M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-767- 2.03% |
$69.6K - $83.4K
|
37K
$6.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-777- 10.3% |
$70.6K - $84.5K
|
6.77K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-795- 45.64% |
$72.2K - $86.5K
|
947
$169K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-796- 2.03% |
$72.3K - $86.6K
|
38.4K
$6.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-804- 2.94% |
$73K - $87.5K
|
26.5K
$4.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-818- 23.88% |
$74.3K - $89K
|
2.61K
$465K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-863- 81.42% |
$78.4K - $93.9K
|
197
$35.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-884- 15.29% |
$80.3K - $96.2K
|
4.9K
$874K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-918- 2.77% |
$83.4K - $99.9K
|
32.2K
$5.74M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-938- 80.38% |
$85.2K - $102K
|
229
$40.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-954- 4.31% |
$86.6K - $104K
|
21.2K
$3.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-958- 23.35% |
$87K - $104K
|
3.14K
$561K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-961- 73.3% |
$87.3K - $105K
|
350
$62.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-964- 8.89% |
$87.5K - $105K
|
9.88K
$1.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-982- 2.57% |
$89.2K - $107K
|
37.3K
$6.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.02K- 2.02% |
$92.2K - $110K
|
49.3K
$8.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 6.97% |
$97.2K - $117K
|
14.3K
$2.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.11K- 1.12% |
$101K - $121K
|
97.6K
$17.4M
|