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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
301New |
$27.3K - $32.7K
|
301
$50K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
282+ 0.66% |
$25.6K - $30.7K
|
43.2K
$7.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
277+ 25.58% |
$25.2K - $30.1K
|
1.36K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
277+ 25.58% |
$25.2K - $30.1K
|
1.36K
$226K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
270+ 51.82% |
$24.5K - $29.4K
|
791
$131K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
257+ 5.33% |
$23.3K - $28K
|
5.08K
$843K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
252New |
$22.9K - $27.4K
|
252
$41.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
245+ 8.79% |
$22.2K - $26.7K
|
3.03K
$504K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
244+ 567.44% |
$22.2K - $26.5K
|
287
$47.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
235+ 0.74% |
$21.3K - $25.6K
|
32K
$5.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
234+ 1.01% |
$21.2K - $25.5K
|
23.3K
$3.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
230+ 9.2% |
$20.9K - $25K
|
2.73K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
230New |
$20.9K - $25K
|
230
$38.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
228+ 1.09% |
$20.7K - $24.8K
|
21.1K
$3.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
225New |
$20.4K - $24.5K
|
225
$37.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
225+ 180.0% |
$20.4K - $24.5K
|
350
$58.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
224+ 0.62% |
$20.3K - $24.4K
|
36.4K
$6.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
206+ 1.53% |
$18.7K - $22.4K
|
13.7K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
206+ 1.08% |
$18.7K - $22.4K
|
19.3K
$3.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
203New |
$18.4K - $22.1K
|
203
$33.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
202New |
$18.3K - $22K
|
202
$33.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.14% |
$18.2K - $21.8K
|
17.7K
$2.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
199+ 81.89% |
$18.1K - $21.6K
|
442
$73.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
189+ 3.53% |
$17.2K - $20.6K
|
5.54K
$920K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
186+ 151.22% |
$16.9K - $20.2K
|
309
$51.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
185New |
$16.8K - $20.1K
|
185
$30.7K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
182New |
$16.5K - $19.8K
|
182
$30.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
180+ 0.23% |
$16.3K - $19.6K
|
77.3K
$12.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
176New |
$16K - $19.1K
|
176
$29.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
173New |
$15.7K - $18.8K
|
173
$28.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
172+ 4.53% |
$15.6K - $18.7K
|
3.97K
$660K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
156+ 6.08% |
$14.2K - $17K
|
2.72K
$452K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
156+ 133.33% |
$14.2K - $17K
|
273
$45.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
155+ 0.21% |
$14.1K - $16.9K
|
75.2K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
154New |
$14K - $16.8K
|
154
$25.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$13.6K - $16.3K
|
150
$24.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
148+ 2.63% |
$13.4K - $16.1K
|
5.78K
$960K
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
146+ 0.06% |
$13.3K - $15.9K
|
249K
$41.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
136New |
$12.3K - $14.8K
|
136
$22.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
131New |
$11.9K - $14.3K
|
131
$21.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
131+ 15.86% |
$11.9K - $14.3K
|
957
$159K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
131New |
$11.9K - $14.3K
|
131
$21.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
129New |
$11.7K - $14K
|
129
$21.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
128New |
$11.6K - $13.9K
|
128
$21.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
119New |
$10.8K - $12.9K
|
119
$19.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
119+ 6.92% |
$10.8K - $12.9K
|
1.84K
$305K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
110New |
$9.99K - $12K
|
110
$18.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
BUY
|
- |
105+ 0.37% |
$9.53K - $11.4K
|
28.7K
$4.76M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
102+ 1.21% |
$9.26K - $11.1K
|
8.53K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
102+ 1.95% |
$9.26K - $11.1K
|
5.33K
$885K
|