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 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-85- 0.94% |
$8.25K - $11.1K
|
8.99K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-92- 0.9% |
$8.92K - $12.1K
|
10.1K
$1.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-94- 0.16% |
$9.12K - $12.3K
|
58.4K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-97- 29.57% |
$9.41K - $12.7K
|
231
$40.6K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-106- 1.26% |
$10.3K - $13.9K
|
8.32K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-107- 9.63% |
$10.4K - $14K
|
1K
$177K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-114- 5.33% |
$11.1K - $14.9K
|
2.02K
$356K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-118- 2.51% |
$11.4K - $15.5K
|
4.58K
$805K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-120- 3.67% |
$11.6K - $15.7K
|
3.15K
$554K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-124- 3.55% |
$12K - $16.3K
|
3.37K
$593K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-125- 6.27% |
$12.1K - $16.4K
|
1.87K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-126- 4.4% |
$12.2K - $16.5K
|
2.74K
$481K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-128- 1.34% |
$12.4K - $16.8K
|
9.41K
$1.66M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-130- 46.26% |
$12.6K - $17K
|
151
$26.6K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-131- 4.67% |
$12.7K - $17.2K
|
2.67K
$470K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-132- 6.78% |
$12.8K - $17.3K
|
1.82K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-151- 15.98% |
$14.6K - $19.8K
|
794
$140K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-151- 5.69% |
$14.6K - $19.8K
|
2.5K
$440K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-156- 14.63% |
$15.1K - $20.5K
|
910
$160K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-156- 0.41% |
$15.1K - $20.5K
|
38.1K
$6.69M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-167- 2.73% |
$16.2K - $21.9K
|
5.96K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-168- 5.38% |
$16.3K - $22K
|
2.95K
$519K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-169- 6.99% |
$16.4K - $22.2K
|
2.25K
$396K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-170- 2.4% |
$16.5K - $22.3K
|
6.9K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-175- 0.63% |
$17K - $22.9K
|
27.4K
$4.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-175- 1.88% |
$17K - $22.9K
|
9.15K
$1.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-176- 5.9% |
$17.1K - $23.1K
|
2.81K
$494K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-182- 5.49% |
$17.7K - $23.9K
|
3.13K
$551K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-189- 2.74% |
$18.3K - $24.8K
|
6.72K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-196- 3.16% |
$19K - $25.7K
|
6K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-197- 4.51% |
$19.1K - $25.8K
|
4.17K
$734K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-209- 0.85% |
$20.3K - $27.4K
|
24.3K
$4.27M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-215- 4.63% |
$20.9K - $28.2K
|
4.43K
$778K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-215- 4.58% |
$20.9K - $28.2K
|
4.48K
$788K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-222- 10.32% |
$21.5K - $29.1K
|
1.93K
$339K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-222- 10.32% |
$21.5K - $29.1K
|
1.93K
$339K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-225- 9.32% |
$21.8K - $29.5K
|
2.19K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-226- 5.95% |
$21.9K - $29.6K
|
3.57K
$628K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-229- 10.17% |
$22.2K - $30K
|
2.02K
$356K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-231- 11.19% |
$22.4K - $30.3K
|
1.83K
$323K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-234- 7.82% |
$22.7K - $30.7K
|
2.76K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-250- 1.13% |
$24.3K - $32.8K
|
21.9K
$3.84M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-251- 0.77% |
$24.3K - $32.9K
|
32.2K
$5.67M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-254- 0.94% |
$24.6K - $33.3K
|
26.7K
$4.69M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-255- 0.84% |
$24.7K - $33.4K
|
30K
$5.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-258- 10.22% |
$25K - $33.8K
|
2.27K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-260- 12.38% |
$25.2K - $34.1K
|
1.84K
$324K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-260- 10.12% |
$25.2K - $34.1K
|
2.31K
$406K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-268- 0.42% |
$26K - $35.1K
|
63.1K
$11.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-282- 4.41% |
$27.4K - $37K
|
6.11K
$1.07M
|