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 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.39KNew |
$135K - $182K
|
1.39K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.39K+ 7.15% |
$135K - $182K
|
20.8K
$4.11M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.34K+ 1.5% |
$130K - $176K
|
90.7K
$17.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.34K+ 6.37% |
$130K - $176K
|
22.4K
$4.42M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
1.28K+ 1.19% |
$124K - $167K
|
108K
$21.4M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.27K+ 24.84% |
$123K - $166K
|
6.38K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.2K+ 21.39% |
$116K - $157K
|
6.78K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.16KNew |
$113K - $153K
|
1.16K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.16KNew |
$112K - $152K
|
1.16K
$229K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.1K+ 10.89% |
$107K - $144K
|
11.2K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.07K+ 3.73% |
$104K - $141K
|
29.9K
$5.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.07K+ 13.45% |
$103K - $140K
|
8.99K
$1.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.06K+ 37.67% |
$103K - $139K
|
3.86K
$763K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.05K+ 3.01% |
$102K - $137K
|
35.9K
$7.09M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.03K+ 22.55% |
$99.7K - $135K
|
5.59K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.03K+ 4.7% |
$99.5K - $134K
|
22.8K
$4.51M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.01K+ 33.87% |
$98K - $132K
|
3.99K
$788K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
983+ 78.02% |
$95.4K - $129K
|
2.24K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
970+ 6.98% |
$94.1K - $127K
|
14.9K
$2.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
941+ 1.29% |
$91.3K - $123K
|
73.6K
$14.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
912+ 5.18% |
$88.5K - $120K
|
18.5K
$3.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
892+ 5.89% |
$86.5K - $117K
|
16K
$3.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
887New |
$86K - $116K
|
887
$175K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
878+ 13.67% |
$85.2K - $115K
|
7.3K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
875+ 0.62% |
$84.9K - $115K
|
143K
$28.2M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
832+ 7.15% |
$80.7K - $109K
|
12.5K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
828+ 8.96% |
$80.3K - $109K
|
10.1K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
810+ 2.07% |
$78.6K - $106K
|
39.9K
$7.89M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
776+ 163.03% |
$75.3K - $102K
|
1.25K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
755+ 262.15% |
$73.2K - $99K
|
1.04K
$206K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
734+ 75.36% |
$71.2K - $96.2K
|
1.71K
$337K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
730+ 14.75% |
$70.8K - $95.7K
|
5.68K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
727+ 0.04% |
$70.5K - $95.3K
|
1.62M
$320M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
700+ 7.07% |
$67.9K - $91.8K
|
10.6K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
670+ 9.08% |
$65K - $87.8K
|
8.05K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
635New |
$61.6K - $83.2K
|
635
$125K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
626+ 13.33% |
$60.7K - $82.1K
|
5.32K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
592New |
$57.4K - $77.6K
|
592
$117K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
590+ 0.27% |
$57.2K - $77.3K
|
220K
$43.4M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
580New |
$56.3K - $76K
|
580
$115K
|
|
|
Nov 14, 2024
Q1 2024
|
Water Island Capital LLC
New York, NY |
BUY
|
- |
558+ 5.64% |
$54.1K - $73.1K
|
10.4K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
528+ 35.87% |
$51.2K - $69.2K
|
2K
$395K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
504+ 10.09% |
$48.9K - $66.1K
|
5.5K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
494+ 14.73% |
$47.9K - $64.8K
|
3.85K
$760K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
491+ 3.82% |
$47.6K - $64.4K
|
13.3K
$2.64M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
446+ 96.96% |
$43.3K - $58.5K
|
906
$179K
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
438+ 7.41% |
$42.5K - $57.4K
|
6.35K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
417+ 2.49% |
$40.4K - $54.7K
|
17.2K
$3.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
411+ 0.93% |
$39.9K - $53.9K
|
44.8K
$8.84M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
395+ 20.19% |
$38.3K - $51.8K
|
2.35K
$464K
|