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 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-715- 30.62% |
$69.4K - $93.7K
|
1.62K
$285K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-718- 2.14% |
$69.6K - $94.1K
|
32.8K
$5.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-736- 16.77% |
$71.4K - $96.5K
|
3.65K
$642K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-747- 14.65% |
$72.5K - $97.9K
|
4.35K
$765K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-748- 12.13% |
$72.6K - $98.1K
|
5.42K
$953K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-809- 9.31% |
$78.5K - $106K
|
7.88K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-815- 8.45% |
$79.1K - $107K
|
8.83K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-830- 4.28% |
$80.5K - $109K
|
18.6K
$3.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-830- 88.49% |
$80.5K - $109K
|
108
$19K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-836- 7.22% |
$81.1K - $110K
|
10.7K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-844- 3.95% |
$81.9K - $111K
|
20.5K
$3.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-848- 8.6% |
$82.3K - $111K
|
9.01K
$1.58M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-848- 3.77% |
$82.3K - $111K
|
21.6K
$3.8M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-879- 8.23% |
$85.3K - $115K
|
9.8K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-880- 6.41% |
$85.4K - $115K
|
12.9K
$2.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-897- 2.32% |
$87K - $118K
|
37.8K
$6.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-900- 1.97% |
$87.3K - $118K
|
44.9K
$7.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-915- 4.07% |
$88.8K - $120K
|
21.6K
$3.79M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-920- 12.59% |
$89.2K - $121K
|
6.39K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-931- 52.99% |
$90.3K - $122K
|
826
$145K
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-964- 0.4% |
$93.5K - $126K
|
241K
$42.4M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-966- 3.41% |
$93.7K - $127K
|
27.4K
$4.81M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1K- 62.23% |
$97K - $131K
|
607
$107K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.02K- 5.08% |
$98.6K - $133K
|
19K
$3.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.03K- 12.81% |
$99.8K - $135K
|
7K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.03K- 2.62% |
$100K - $135K
|
38.4K
$6.75M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.04K- 0.74% |
$101K - $136K
|
139K
$24.4M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.07K- 2.07% |
$103K - $140K
|
50.6K
$8.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.08K- 1.87% |
$104K - $141K
|
56.4K
$9.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.09K- 2.04% |
$106K - $143K
|
52.3K
$9.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.1K- 33.17% |
$106K - $144K
|
2.21K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-1.1K- 13.58% |
$107K - $144K
|
7K
$1.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.1K- 6.99% |
$107K - $144K
|
14.6K
$2.58M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.15K- 28.05% |
$111K - $150K
|
2.94K
$517K
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.19K- 2.49% |
$116K - $156K
|
46.7K
$8.22M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.19K- 13.09% |
$116K - $157K
|
7.93K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.2K- 19.09% |
$116K - $157K
|
5.07K
$892K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-1.2K- 5.71% |
$116K - $157K
|
19.8K
$3.48M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.21K- 0.38% |
$117K - $159K
|
317K
$55.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.3K- 12.54% |
$126K - $170K
|
9.06K
$1.59M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.3K- 93.66% |
$126K - $170K
|
88
$15.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.33K- 7.19% |
$129K - $174K
|
17.2K
$3.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.36K- 4.56% |
$131K - $178K
|
28.4K
$4.99M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.36K- 42.52% |
$132K - $178K
|
1.83K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.38K- 4.83% |
$134K - $181K
|
27.2K
$4.79M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.39K- 1.5% |
$135K - $183K
|
91.2K
$16M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.43K- 41.22% |
$138K - $187K
|
2.03K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.43K- 1.1% |
$139K - $187K
|
128K
$22.5M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.43K- 39.5% |
$139K - $188K
|
2.19K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.47K- 37.26% |
$142K - $192K
|
2.47K
$434K
|