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 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.78K+ 180.53% |
$162K - $194K
|
2.77K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 23.9% |
$152K - $182K
|
8.66K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.67K+ 4.33% |
$151K - $181K
|
40.2K
$7.17M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.66K+ 15.14% |
$151K - $181K
|
12.6K
$2.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1.65K+ 356.06% |
$149K - $179K
|
2.11K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.64K+ 4.92% |
$148K - $178K
|
34.9K
$6.22M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.62K+ 6.99% |
$147K - $176K
|
24.8K
$4.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.6K+ 2.36% |
$145K - $174K
|
69.3K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
1.57KNew |
$143K - $171K
|
1.57K
$280K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.52K+ 3.01% |
$138K - $165K
|
51.9K
$9.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
1.4K+ 30.43% |
$127K - $152K
|
6K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
1.39K+ 52.15% |
$126K - $151K
|
4.04K
$721K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.38K+ 8.0% |
$125K - $150K
|
18.6K
$3.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.36K+ 15.37% |
$123K - $148K
|
10.2K
$1.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.33K+ 0.39% |
$121K - $145K
|
340K
$60.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.33KNew |
$121K - $145K
|
1.33K
$237K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.21K+ 19.4% |
$110K - $132K
|
7.47K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.19K+ 395.35% |
$108K - $129K
|
1.49K
$266K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.14KNew |
$104K - $124K
|
1.14K
$204K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.14K+ 25.02% |
$103K - $124K
|
5.69K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.13K+ 11.86% |
$103K - $123K
|
10.6K
$1.9M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.12KNew |
$102K - $122K
|
1.12K
$200K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.1K+ 32.3% |
$100K - $120K
|
4.52K
$806K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.06K+ 68.77% |
$95.8K - $115K
|
2.59K
$462K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
1.04K+ 12.71% |
$94.5K - $113K
|
9.23K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.02K+ 26.27% |
$92.2K - $110K
|
4.88K
$870K
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1K+ 10.99% |
$90.8K - $109K
|
10.1K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
907+ 18.1% |
$82.4K - $98.7K
|
5.92K
$1.06M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
889+ 29.98% |
$80.7K - $96.7K
|
3.85K
$688K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
884+ 1.35% |
$80.3K - $96.2K
|
66.1K
$11.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
867+ 0.47% |
$78.7K - $94.3K
|
185K
$33M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
864New |
$78.5K - $94K
|
864
$154K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
856+ 2.39% |
$77.7K - $93.1K
|
36.6K
$6.53M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
812+ 13.94% |
$73.7K - $88.3K
|
6.64K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
812+ 14.32% |
$73.7K - $88.3K
|
6.48K
$1.16M
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
807+ 0.34% |
$73.3K - $87.8K
|
236K
$42.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
761+ 102.42% |
$69.1K - $82.8K
|
1.5K
$268K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
720+ 23.8% |
$65.4K - $78.3K
|
3.75K
$668K
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
715+ 0.19% |
$64.9K - $77.8K
|
381K
$67.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
672+ 19.42% |
$61K - $73.1K
|
4.13K
$737K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
664+ 1.82% |
$60.3K - $72.2K
|
37.1K
$6.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
658+ 5.35% |
$59.7K - $71.6K
|
13K
$2.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
653+ 1.69% |
$59.3K - $71K
|
39.3K
$7.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
650+ 18.06% |
$59K - $70.7K
|
4.25K
$758K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
647+ 4.05% |
$58.7K - $70.4K
|
16.6K
$2.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
646+ 10.12% |
$58.7K - $70.3K
|
7.03K
$1.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
BUY
|
- |
645+ 8.17% |
$58.6K - $70.2K
|
8.54K
$1.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
626+ 18.83% |
$56.8K - $68.1K
|
3.95K
$705K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
608+ 1.17% |
$55.2K - $66.1K
|
52.4K
$9.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
602+ 28.38% |
$54.7K - $65.5K
|
2.72K
$486K
|