Purchases and Sales Made in Q1 2024 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q1 2024. 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 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$97 - $131
|
1
$200
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 4.0% |
$97 - $131
|
26
$5.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.43% |
$97 - $131
|
234
$46.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 20.0% |
$97 - $131
|
6
$1.2K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1- 0.01% |
$97 - $131
|
12K
$2.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.13% |
$97 - $131
|
792
$158K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2- 0.08% |
$194 - $262
|
2.51K
$502K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-2- 0.08% |
$194 - $262
|
2.41K
$482K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 1.11% |
$291 - $393
|
268
$53.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-5- 2.51% |
$485 - $655
|
194
$38.8K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6- 0.19% |
$582 - $787
|
3.12K
$624K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-7- 0.03% |
$679 - $918
|
27.5K
$5.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-9- 0.38% |
$873 - $1.18K
|
2.36K
$473K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-11- 0.48% |
$1.07K - $1.44K
|
2.29K
$458K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-20- 2.41% |
$1.94K - $2.62K
|
810
$162K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-20- 0.51% |
$1.94K - $2.62K
|
3.88K
$776K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-20- 0.44% |
$1.94K - $2.62K
|
4.56K
$912K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-22- 4.27% |
$2.13K - $2.88K
|
493
$98.6K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22- 0.69% |
$2.13K - $2.88K
|
3.15K
$631K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-23- 11.86% |
$2.23K - $3.02K
|
171
$34.2K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-24- 0.49% |
$2.33K - $3.15K
|
4.87K
$974K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-24- 0.6% |
$2.33K - $3.15K
|
4K
$799K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-25- 5.51% |
$2.43K - $3.28K
|
429
$85.8K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-26- 1.66% |
$2.52K - $3.41K
|
1.54K
$308K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-28- 25.23% |
$2.72K - $3.67K
|
83
$16.6K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-29- 16.2% |
$2.81K - $3.8K
|
150
$30K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-30- 1.55% |
$2.91K - $3.93K
|
1.91K
$381K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-32- 40.0% |
$3.1K - $4.19K
|
48
$9.6K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-34- 1.65% |
$3.3K - $4.46K
|
2.02K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-35- 0.61% |
$3.4K - $4.59K
|
5.7K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-35- 1.49% |
$3.4K - $4.59K
|
2.31K
$462K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-35- 46.67% |
$3.4K - $4.59K
|
40
$8K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-38- 1.42% |
$3.69K - $4.98K
|
2.64K
$529K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-38- 50.0% |
$3.69K - $4.98K
|
38
$7.6K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-39- 8.61% |
$3.78K - $5.11K
|
414
$82.8K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-41- 10.85% |
$3.98K - $5.37K
|
337
$67.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-42- 1.63% |
$4.07K - $5.51K
|
2.53K
$507K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-43- 2.37% |
$4.17K - $5.64K
|
1.77K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-43- 1.81% |
$4.17K - $5.64K
|
2.34K
$468K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-46- 1.53% |
$4.46K - $6.03K
|
2.97K
$594K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 1.94% |
$4.85K - $6.55K
|
2.53K
$506K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-52- 3.72% |
$5.04K - $6.82K
|
1.35K
$269K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-52- 4.41% |
$5.04K - $6.82K
|
1.13K
$225K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-59- 86.76% |
$5.72K - $7.73K
|
9
$1.8K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-62- 17.97% |
$6.01K - $8.13K
|
283
$56.6K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-62- 3.09% |
$6.01K - $8.13K
|
1.94K
$388K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-62- 39.74% |
$6.01K - $8.13K
|
94
$18.8K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-65- 1.5% |
$6.31K - $8.52K
|
4.28K
$855K
|