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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16- 0.53% |
$1.45K - $1.74K
|
2.99K
$600K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-16- 1.47% |
$1.45K - $1.74K
|
1.07K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-17- 0.33% |
$1.54K - $1.85K
|
5.12K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-18- 0.13% |
$1.63K - $1.96K
|
14.3K
$2.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-19- 0.09% |
$1.73K - $2.07K
|
21.8K
$4.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-22- 1.26% |
$2K - $2.39K
|
1.72K
$345K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 13.07% |
$2.09K - $2.5K
|
153
$30.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-26- 0.91% |
$2.36K - $2.83K
|
2.83K
$568K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-28- 21.54% |
$2.54K - $3.05K
|
102
$20.5K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30- 0.64% |
$2.72K - $3.26K
|
4.68K
$941K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-35- 1.19% |
$3.18K - $3.81K
|
2.9K
$583K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-35- 0.18% |
$3.18K - $3.81K
|
19.6K
$3.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-37- 1.45% |
$3.36K - $4.02K
|
2.51K
$505K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-38- 7.87% |
$3.45K - $4.13K
|
445
$89.5K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-38- 7.87% |
$3.45K - $4.13K
|
445
$89.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-44- 1.95% |
$4K - $4.79K
|
2.22K
$446K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-45- 0.06% |
$4.09K - $4.9K
|
71.2K
$14.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-48- 76.19% |
$4.36K - $5.22K
|
15
$3.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-53- 2.0% |
$4.81K - $5.77K
|
2.59K
$521K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-54- 0.63% |
$4.9K - $5.87K
|
8.53K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-55- 1.51% |
$4.99K - $5.98K
|
3.59K
$721K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-55- 5.85% |
$4.99K - $5.98K
|
885
$178K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-58- 0.93% |
$5.27K - $6.31K
|
6.21K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-60- 0.22% |
$5.45K - $6.53K
|
27.2K
$5.46M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-61- 3.73% |
$5.54K - $6.64K
|
1.57K
$316K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-66- 22.6% |
$5.99K - $7.18K
|
226
$45.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-67- 16.54% |
$6.08K - $7.29K
|
338
$67.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-70- 0.33% |
$6.36K - $7.61K
|
21.1K
$4.24M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-71- 2.81% |
$6.45K - $7.72K
|
2.46K
$495K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-78- 74.29% |
$7.08K - $8.48K
|
27
$5.43K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-80- 1.58% |
$7.26K - $8.7K
|
4.97K
$999K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-84- 2.3% |
$7.63K - $9.14K
|
3.56K
$716K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-85- 2.64% |
$7.72K - $9.25K
|
3.14K
$631K
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-85- 0.28% |
$7.72K - $9.25K
|
30.4K
$6.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-86- 0.88% |
$7.81K - $9.36K
|
9.72K
$1.95M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-86- 2.56% |
$7.81K - $9.36K
|
3.28K
$658K
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
SELL
|
- |
-87- 3.77% |
$7.9K - $9.46K
|
2.22K
$446K
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-93- 0.54% |
$8.44K - $10.1K
|
17K
$3.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
SELL
|
- |
-94- 1.55% |
$8.54K - $10.2K
|
5.96K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-98- 3.89% |
$8.9K - $10.7K
|
2.42K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-98- 92.45% |
$8.9K - $10.7K
|
8
$1.61K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-100- 18.35% |
$9.08K - $10.9K
|
445
$89.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.51% |
$9.08K - $10.9K
|
19.4K
$3.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-112- 1.89% |
$10.2K - $12.2K
|
5.8K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-115- 0.8% |
$10.4K - $12.5K
|
14.3K
$2.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-115- 2.31% |
$10.4K - $12.5K
|
4.85K
$976K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-119- 2.61% |
$10.8K - $12.9K
|
4.44K
$893K
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-128- 1.75% |
$11.6K - $13.9K
|
7.2K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-130- 0.44% |
$11.8K - $14.1K
|
29.3K
$5.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-131- 0.85% |
$11.9K - $14.3K
|
15.3K
$3.07M
|