Purchases and Sales Made in Q1 2022 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q1 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 |
---|---|---|---|---|---|---|---|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-181- 4.62% |
$18.3K - $23.4K
|
3.73K
$714K
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-184- 6.18% |
$18.6K - $23.8K
|
2.79K
$534K
|
|
May 13, 2022
Q1 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-191- 3.59% |
$19.4K - $24.7K
|
5.13K
$981K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-191- 36.04% |
$19.4K - $24.7K
|
339
$64.8K
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-195Closed |
$19.8K - $25.2K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-196- 85.96% |
$19.9K - $25.4K
|
32
$6.12K
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.09% |
$20.3K - $25.9K
|
18.2K
$3.48M
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-208Closed |
$21.1K - $26.9K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-211- 5.78% |
$21.4K - $27.3K
|
3.44K
$657K
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-231- 5.96% |
$23.4K - $29.9K
|
3.64K
$697K
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-235- 2.11% |
$23.8K - $30.4K
|
10.9K
$2.09M
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-237- 3.2% |
$24K - $30.7K
|
7.17K
$1.37M
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-238Closed |
$24.1K - $30.8K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-238- 10.49% |
$24.1K - $30.8K
|
2.03K
$388K
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-240- 24.24% |
$24.3K - $31.1K
|
750
$143K
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-250- 8.2% |
$25.3K - $32.4K
|
2.8K
$535K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-261Closed |
$26.5K - $33.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-262Closed |
$26.6K - $33.9K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-276- 8.35% |
$28K - $35.7K
|
3.03K
$579K
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-281- 10.88% |
$28.5K - $36.4K
|
2.3K
$440K
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-282- 7.75% |
$28.6K - $36.5K
|
3.36K
$642K
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-296- 0.21% |
$30K - $38.3K
|
139K
$26.5M
|
|
Apr 19, 2022
Q1 2022
|
Denali Advisors LLC
|
SELL
|
- |
-300- 7.14% |
$30.4K - $38.8K
|
3.9K
$746K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-301Closed |
$30.5K - $38.9K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-310- 1.83% |
$31.4K - $40.1K
|
16.7K
$3.19M
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-311Closed |
$31.5K - $40.2K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-311- 6.23% |
$31.5K - $40.2K
|
4.68K
$895K
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-314- 2.39% |
$31.8K - $40.6K
|
12.8K
$2.45M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-320- 8.62% |
$32.4K - $41.4K
|
3.39K
$649K
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-322- 5.77% |
$32.6K - $41.7K
|
5.25K
$1M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-322Closed |
$32.6K - $41.7K
|
0
$0
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-323- 25.31% |
$32.7K - $41.8K
|
953
$182K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-325Closed |
$32.9K - $42.1K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
SELL
|
- |
-326- 12.1% |
$33K - $42.2K
|
2.37K
$453K
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-330- 13.01% |
$33.4K - $42.7K
|
2.21K
$422K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-333- 3.14% |
$33.7K - $43.1K
|
10.3K
$1.96M
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-337- 68.08% |
$34.2K - $43.6K
|
158
$30.2K
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-348Closed |
$35.3K - $45K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
SELL
|
- |
-367- 5.88% |
$37.2K - $47.5K
|
5.88K
$1.12M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-378- 4.83% |
$38.3K - $48.9K
|
7.45K
$1.43M
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-383- 5.64% |
$38.8K - $49.6K
|
6.41K
$1.23M
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-387- 86.0% |
$39.2K - $50.1K
|
63
$12K
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-395- 15.79% |
$40K - $51.1K
|
2.11K
$403K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-405- 51.01% |
$41K - $52.4K
|
389
$74.4K
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-416- 7.87% |
$42.2K - $53.8K
|
4.87K
$931K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-420- 3.64% |
$42.6K - $54.3K
|
11.1K
$2.13M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-425- 9.59% |
$43.1K - $55K
|
4.01K
$767K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-430Closed |
$43.6K - $55.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-433- 6.68% |
$43.9K - $56K
|
6.05K
$1.16M
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-449- 17.98% |
$45.5K - $58.1K
|
2.05K
$392K
|