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 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
97+ 7.16% |
$8.81K - $10.6K
|
1.45K
$292K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
95+ 5.05% |
$8.63K - $10.3K
|
1.98K
$397K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
94+ 0.44% |
$8.54K - $10.2K
|
21.5K
$4.32M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
90+ 120.0% |
$8.17K - $9.79K
|
165
$33.2K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
89New |
$8.08K - $9.68K
|
89
$17.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
89New |
$8.08K - $9.68K
|
89
$17.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
87+ 8.66% |
$7.9K - $9.46K
|
1.09K
$220K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
78+ 0.31% |
$7.08K - $8.48K
|
25.5K
$5.12M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
78+ 0.08% |
$7.08K - $8.48K
|
104K
$20.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
75+ 61.48% |
$6.81K - $8.16K
|
197
$39.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
72+ 2.8% |
$6.54K - $7.83K
|
2.65K
$532K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
71New |
$6.45K - $7.72K
|
71
$14.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
71+ 0.99% |
$6.45K - $7.72K
|
7.23K
$1.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
70+ 162.79% |
$6.36K - $7.61K
|
113
$22.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
64+ 14.07% |
$5.81K - $6.96K
|
519
$104K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
63+ 2.74% |
$5.72K - $6.85K
|
2.36K
$475K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
62+ 114.81% |
$5.63K - $6.74K
|
116
$23.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
58+ 8.96% |
$5.27K - $6.31K
|
705
$142K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
58+ 0.6% |
$5.27K - $6.31K
|
9.74K
$1.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
56+ 2.42% |
$5.08K - $6.09K
|
2.37K
$476K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
56+ 1.46% |
$5.08K - $6.09K
|
3.88K
$780K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
55+ 0.5% |
$4.99K - $5.98K
|
11K
$2.22M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51+ 6.11% |
$4.63K - $5.55K
|
886
$178K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
50+ 0.68% |
$4.54K - $5.44K
|
7.42K
$1.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
50New |
$4.54K - $5.44K
|
50
$10.1K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
50+ 9.49% |
$4.54K - $5.44K
|
577
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
48New |
$4.36K - $5.22K
|
48
$9.65K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
47New |
$4.27K - $5.11K
|
47
$9.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
46+ 0.22% |
$4.18K - $5K
|
21.1K
$4.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
43+ 0.94% |
$3.9K - $4.68K
|
4.63K
$931K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
43+ 8.3% |
$3.9K - $4.68K
|
561
$113K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41+ 0.17% |
$3.72K - $4.46K
|
24.5K
$4.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
40+ 6.9% |
$3.63K - $4.35K
|
620
$125K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
39+ 0.59% |
$3.54K - $4.24K
|
6.66K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
38New |
$3.45K - $4.13K
|
38
$7.64K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
38+ 126.67% |
$3.45K - $4.13K
|
68
$13.7K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
35+ 0.39% |
$3.18K - $3.81K
|
9.1K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 2.19% |
$3.09K - $3.7K
|
1.58K
$318K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29+ 96.67% |
$2.63K - $3.15K
|
59
$11.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
28+ 43.08% |
$2.54K - $3.05K
|
93
$18.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
25+ 0.05% |
$2.27K - $2.72K
|
54.7K
$11M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
25New |
$2.27K - $2.72K
|
25
$5.03K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
24+ 0.45% |
$2.18K - $2.61K
|
5.39K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24+ 0.84% |
$2.18K - $2.61K
|
2.89K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
22+ 0.18% |
$2K - $2.39K
|
12.3K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20New |
$1.82K - $2.18K
|
20
$4.02K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
20New |
$1.82K - $2.18K
|
20
$4.02K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
18New |
$1.63K - $1.96K
|
18
$3.62K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17+ 53.13% |
$1.54K - $1.85K
|
49
$9.85K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
14+ 0.67% |
$1.27K - $1.52K
|
2.09K
$420K
|