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 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
3.03K+ 62.73% |
$307K - $392K
|
7.86K
$1.5M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.02K+ 111.76% |
$306K - $391K
|
5.73K
$1.1M
|
|
May 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.99K+ 128.18% |
$303K - $387K
|
5.33K
$1.02M
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.97K+ 4.61% |
$301K - $384K
|
67.4K
$12.9M
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
2.82KNew |
$286K - $365K
|
2.82K
$540K
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.75K+ 4.43% |
$279K - $356K
|
64.8K
$12.4M
|
|
May 13, 2022
Q1 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.66KNew |
$269K - $344K
|
2.66K
$508K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.65KNew |
$269K - $343K
|
2.65K
$507K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.65K+ 14.54% |
$268K - $342K
|
20.8K
$3.98M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.56K+ 17.85% |
$259K - $331K
|
16.9K
$3.23M
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.54K+ 2.94% |
$257K - $328K
|
88.7K
$17M
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.51K+ 37.42% |
$254K - $324K
|
9.2K
$1.76M
|
|
May 16, 2022
Q1 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.46KNew |
$249K - $318K
|
2.46K
$470K
|
|
May 13, 2022
Q1 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.44KNew |
$247K - $315K
|
2.44K
$466K
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
2.44K+ 4.94% |
$247K - $315K
|
51.7K
$9.89M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.42KNew |
$245K - $313K
|
2.42K
$463K
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$243K - $310K
|
2.4K
$458K
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
2.38K+ 1.2% |
$241K - $307K
|
200K
$38.2M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.34KNew |
$237K - $302K
|
2.34K
$446K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.31K+ 6.88% |
$234K - $299K
|
35.9K
$6.87M
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
2.31KNew |
$234K - $299K
|
2.31K
$442K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.3K+ 7.77% |
$233K - $298K
|
32K
$6.11M
|
|
May 13, 2022
Q1 2022
|
Uss Investment Management LTD
|
BUY
|
- |
2.29K+ 2.11% |
$232K - $296K
|
111K
$21.1M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$228K - $291K
|
2.25K
$430K
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.24K+ 25.35% |
$227K - $290K
|
11.1K
$2.12M
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.21K+ 6.2% |
$224K - $286K
|
37.9K
$7.25M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.21K+ 7.22% |
$224K - $285K
|
32.8K
$6.27M
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
2.19KNew |
$222K - $284K
|
2.19K
$419K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.17K+ 995.41% |
$220K - $281K
|
2.39K
$457K
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.16K+ 95.19% |
$219K - $279K
|
4.42K
$846K
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
2.16KNew |
$218K - $279K
|
2.16K
$412K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.15K+ 191.37% |
$218K - $278K
|
3.28K
$626K
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.13K+ 11.57% |
$216K - $275K
|
20.5K
$3.92M
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.13K+ 40.78% |
$215K - $275K
|
7.34K
$1.4M
|
|
May 13, 2022
Q1 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
2.08KNew |
$211K - $270K
|
2.08K
$398K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$208K - $265K
|
2.05K
$392K
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
2.02K+ 77.46% |
$205K - $262K
|
4.64K
$887K
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.01KNew |
$203K - $260K
|
2.01K
$384K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$203K - $259K
|
2K
$382K
|
|
May 12, 2022
Q1 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.99KNew |
$202K - $258K
|
1.99K
$381K
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
1.98K+ 96.07% |
$201K - $256K
|
4.04K
$773K
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.98KNew |
$201K - $256K
|
1.98K
$378K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.93KNew |
$195K - $249K
|
1.93K
$368K
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.86K+ 3.69% |
$188K - $240K
|
52.1K
$9.97M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.85K+ 49.22% |
$187K - $239K
|
5.61K
$1.07M
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.84KNew |
$187K - $239K
|
1.84K
$353K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.81KNew |
$183K - $234K
|
1.81K
$345K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.79K+ 7.6% |
$181K - $231K
|
25.3K
$4.83M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.76KNew |
$179K - $228K
|
1.76K
$337K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.76K+ 56.36% |
$178K - $228K
|
4.88K
$934K
|