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 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
600New |
$54.5K - $65.3K
|
600
$107K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
596+ 20.22% |
$54.1K - $64.8K
|
3.54K
$632K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
592+ 3.77% |
$53.8K - $64.4K
|
16.3K
$2.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
583+ 17.92% |
$52.9K - $63.4K
|
3.84K
$684K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
580+ 2.11% |
$52.7K - $63.1K
|
28.1K
$5.01M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
578+ 3.74% |
$52.5K - $62.9K
|
16K
$2.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
578+ 2.27% |
$52.5K - $62.9K
|
26K
$4.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
574+ 16.72% |
$52.1K - $62.4K
|
4.01K
$714K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
543+ 2.23% |
$49.3K - $59.1K
|
24.9K
$4.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
540New |
$49K - $58.7K
|
540
$96.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
539+ 2.18% |
$48.9K - $58.6K
|
25.2K
$4.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
528New |
$47.9K - $57.4K
|
528
$94.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
520+ 3.62% |
$47.2K - $56.6K
|
14.9K
$2.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
519+ 7.14% |
$47.1K - $56.5K
|
7.79K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
519New |
$47.1K - $56.5K
|
519
$92.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
517+ 4.33% |
$46.9K - $56.2K
|
12.5K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
505+ 117.72% |
$45.9K - $54.9K
|
934
$166K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
504+ 13.36% |
$45.8K - $54.8K
|
4.28K
$762K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
477New |
$43.3K - $51.9K
|
477
$85K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
477New |
$43.3K - $51.9K
|
477
$85K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
458+ 4.72% |
$41.6K - $49.8K
|
10.2K
$1.81M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
455New |
$41.3K - $49.5K
|
455
$81.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
432+ 71.17% |
$39.2K - $47K
|
1.04K
$185K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
421+ 8.34% |
$38.2K - $45.8K
|
5.47K
$974K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
410+ 1.05% |
$37.2K - $44.6K
|
39.4K
$7.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
408+ 7.54% |
$37K - $44.4K
|
5.82K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
406+ 12.01% |
$36.9K - $44.2K
|
3.79K
$675K
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
400+ 3.05% |
$36.3K - $43.5K
|
13.5K
$2.41M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.54% |
$36.3K - $43.5K
|
74.3K
$13.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
400+ 16.74% |
$36.3K - $43.5K
|
2.79K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
398+ 5.5% |
$36.1K - $43.3K
|
7.63K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
393+ 106.79% |
$35.7K - $42.8K
|
761
$136K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
390New |
$35.4K - $42.4K
|
390
$69.5K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
385+ 4.74% |
$35K - $41.9K
|
8.51K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
381+ 14.51% |
$34.6K - $41.4K
|
3.01K
$536K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
375+ 8.15% |
$34.1K - $40.8K
|
4.98K
$887K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
362+ 135.07% |
$32.9K - $39.4K
|
630
$112K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
357+ 2.01% |
$32.4K - $38.8K
|
18.1K
$3.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
353+ 5.8% |
$32.1K - $38.4K
|
6.44K
$1.15M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
350New |
$31.8K - $38.1K
|
350
$62.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
339+ 0.42% |
$30.8K - $36.9K
|
81.6K
$14.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
333+ 4.07% |
$30.2K - $36.2K
|
8.51K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
321+ 160.5% |
$29.1K - $34.9K
|
521
$92.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
321+ 2.13% |
$29.1K - $34.9K
|
15.4K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
321New |
$29.1K - $34.9K
|
321
$57.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
306New |
$27.8K - $33.3K
|
306
$54.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
301New |
$27.3K - $32.7K
|
301
$53.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
301+ 7.16% |
$27.3K - $32.7K
|
4.51K
$803K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
282+ 0.66% |
$25.6K - $30.7K
|
43.2K
$7.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
277+ 25.58% |
$25.2K - $30.1K
|
1.36K
$242K
|