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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-287- 1.66% |
$27.8K - $37.6K
|
17K
$2.99M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-288- 8.76% |
$27.9K - $37.8K
|
3K
$527K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-291- 4.2% |
$28.2K - $38.1K
|
6.64K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-295- 3.99% |
$28.6K - $38.7K
|
7.09K
$1.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-300- 11.34% |
$29.1K - $39.3K
|
2.35K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-306- 11.73% |
$29.7K - $40.1K
|
2.3K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-307- 14.98% |
$29.8K - $40.2K
|
1.74K
$307K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-314- 15.32% |
$30.5K - $41.2K
|
1.74K
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-314- 1.19% |
$30.5K - $41.2K
|
26K
$4.57M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-323- 0.49% |
$31.3K - $42.3K
|
65.5K
$11.5M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-325- 2.35% |
$31.5K - $42.6K
|
13.5K
$2.38M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-325- 1.61% |
$31.5K - $42.6K
|
19.9K
$3.5M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-329- 15.16% |
$31.9K - $43.1K
|
1.84K
$324K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-331- 2.72% |
$32.1K - $43.4K
|
11.8K
$2.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-340- 61.48% |
$33K - $44.6K
|
213
$37.5K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-350- 14.67% |
$34K - $45.9K
|
2.04K
$358K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-361- 2.27% |
$35K - $47.3K
|
15.6K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-366- 8.5% |
$35.5K - $48K
|
3.94K
$693K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-375- 7.18% |
$36.4K - $49.2K
|
4.85K
$853K
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-393- 2.88% |
$38.1K - $51.5K
|
13.3K
$2.33M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-400- 12.5% |
$38.8K - $52.4K
|
2.8K
$492K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-403- 5.92% |
$39.1K - $52.8K
|
6.41K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-406- 7.26% |
$39.4K - $53.2K
|
5.18K
$912K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-412- 88.03% |
$40K - $54K
|
56
$9.85K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-413- 9.76% |
$40.1K - $54.1K
|
3.82K
$671K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-417- 4.23% |
$40.4K - $54.7K
|
9.44K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-421- 42.1% |
$40.8K - $55.2K
|
579
$102K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-426- 19.42% |
$41.3K - $55.8K
|
1.77K
$311K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-433- 6.73% |
$42K - $56.8K
|
6K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-437- 4.58% |
$42.4K - $57.3K
|
9.11K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-439- 12.4% |
$42.6K - $57.5K
|
3.1K
$546K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-445- 11.7% |
$43.2K - $58.3K
|
3.36K
$590K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-445- 0.57% |
$43.2K - $58.3K
|
77.6K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-450- 18.56% |
$43.7K - $59K
|
1.98K
$347K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-462- 5.58% |
$44.8K - $60.6K
|
7.82K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-464- 2.13% |
$45K - $60.8K
|
21.3K
$3.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-465- 2.87% |
$45.1K - $61K
|
15.7K
$2.77M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-480- 0.71% |
$46.6K - $62.9K
|
66.7K
$11.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 3.31% |
$48.5K - $65.5K
|
14.6K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-515- 2.03% |
$50K - $67.5K
|
24.8K
$4.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-551- 9.96% |
$53.4K - $72.2K
|
4.98K
$876K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-554- 60.41% |
$53.7K - $72.6K
|
363
$63.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-566- 15.21% |
$54.9K - $74.2K
|
3.16K
$555K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-572- 3.98% |
$55.5K - $75K
|
13.8K
$2.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-579- 20.8% |
$56.2K - $75.9K
|
2.2K
$388K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-602- 5.14% |
$58.4K - $78.9K
|
11.1K
$1.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-623- 7.12% |
$60.4K - $81.7K
|
8.13K
$1.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-643- 13.34% |
$62.4K - $84.3K
|
4.18K
$735K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-657- 7.37% |
$63.7K - $86.1K
|
8.25K
$1.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-705- 4.18% |
$68.4K - $92.4K
|
16.2K
$2.85M
|