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 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.13K+ 6.41% |
$498K - $672K
|
85.2K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4.8KNew |
$466K - $629K
|
4.8K
$948K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.48K+ 135.08% |
$434K - $587K
|
7.79K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.31K+ 107.54% |
$418K - $565K
|
8.32K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.3KNew |
$417K - $564K
|
4.3K
$849K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.19K+ 0.82% |
$406K - $549K
|
517K
$102M
|
|
|
May 13, 2024
Q1 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.12KNew |
$399K - $539K
|
4.12K
$813K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.06KNew |
$393K - $532K
|
4.06K
$801K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
3.86K+ 20.29% |
$375K - $506K
|
22.9K
$4.52M
|
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
BUY
|
- |
3.8K+ 15.45% |
$369K - $498K
|
28.4K
$5.61M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.57K+ 0.19% |
$346K - $468K
|
1.91M
$377M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.55K+ 9.07% |
$344K - $465K
|
42.7K
$8.43M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.52K+ 9.19% |
$341K - $461K
|
41.8K
$8.25M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.51K+ 124.63% |
$341K - $460K
|
6.33K
$1.25M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.5K+ 26.49% |
$340K - $459K
|
16.7K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
3.48KNew |
$338K - $456K
|
3.48K
$688K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.47K+ 110.73% |
$336K - $455K
|
6.6K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.45K+ 38.09% |
$335K - $452K
|
12.5K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.41K+ 5.53% |
$331K - $448K
|
65.2K
$12.9M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.39K+ 73.96% |
$329K - $445K
|
7.98K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.29K+ 11.24% |
$319K - $431K
|
32.6K
$6.43M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.21K+ 82.0% |
$311K - $420K
|
7.12K
$1.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.1KNew |
$301K - $406K
|
3.1K
$612K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
3.07KNew |
$298K - $402K
|
3.07K
$606K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.05K+ 110.72% |
$295K - $399K
|
5.8K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.95K+ 2.06% |
$286K - $387K
|
146K
$28.9M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.83K+ 34.0% |
$274K - $370K
|
11.1K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
2.8K+ 50.26% |
$272K - $367K
|
8.37K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.79KNew |
$271K - $366K
|
2.79K
$551K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.77K+ 7.61% |
$269K - $363K
|
39.2K
$7.74M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.76K+ 77.66% |
$267K - $361K
|
6.31K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.72KNew |
$264K - $357K
|
2.72K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.59KNew |
$251K - $339K
|
2.59K
$511K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.43K+ 10.89% |
$236K - $319K
|
24.7K
$4.89M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.4K+ 4.83% |
$233K - $314K
|
52.1K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.35K+ 64.89% |
$228K - $308K
|
5.97K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.35K+ 0.98% |
$228K - $308K
|
241K
$47.6M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.34K+ 15.87% |
$227K - $306K
|
17.1K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.33K+ 31.57% |
$226K - $306K
|
9.72K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.29KNew |
$222K - $300K
|
2.29K
$453K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.28KNew |
$221K - $299K
|
2.28K
$451K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.28KNew |
$221K - $298K
|
2.28K
$450K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.28K+ 58.05% |
$221K - $298K
|
6.2K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.28KNew |
$221K - $298K
|
2.28K
$449K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.22KNew |
$216K - $291K
|
2.22K
$439K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.21KNew |
$215K - $290K
|
2.21K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
2.21K+ 73.11% |
$214K - $289K
|
5.23K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.16KNew |
$210K - $284K
|
2.16K
$427K
|
|
|
May 10, 2024
Q1 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
2.16KNew |
$209K - $283K
|
2.16K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.13KNew |
$207K - $279K
|
2.13K
$421K
|