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 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
394+ 3.09% |
$38.2K - $51.6K
|
13.1K
$2.6M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
387+ 28.15% |
$37.5K - $50.7K
|
1.76K
$348K
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
379+ 9.18% |
$36.8K - $49.7K
|
4.51K
$891K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
378+ 19.2% |
$36.7K - $49.6K
|
2.35K
$464K
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
370+ 3.62% |
$35.9K - $48.5K
|
10.6K
$2.09M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
363New |
$35.2K - $47.6K
|
363
$71.7K
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
341+ 1.64% |
$33.1K - $44.7K
|
21.2K
$4.18M
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
338+ 48.29% |
$32.8K - $44.3K
|
1.04K
$205K
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
330+ 0.85% |
$32K - $43.3K
|
39.4K
$7.78M
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
300+ 100.0% |
$29.1K - $39.3K
|
600
$119K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
298+ 39.89% |
$28.9K - $39.1K
|
1.05K
$206K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
291+ 16.25% |
$28.2K - $38.1K
|
2.08K
$411K
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
287+ 15.9% |
$27.8K - $37.6K
|
2.09K
$413K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
285+ 66.74% |
$27.6K - $37.4K
|
712
$141K
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
281+ 2.63% |
$27.3K - $36.8K
|
11K
$2.17M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
280+ 0.7% |
$27.2K - $36.7K
|
40.1K
$7.91M
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
263+ 2.77% |
$25.5K - $34.5K
|
9.77K
$1.93M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
261+ 11.55% |
$25.3K - $34.2K
|
2.52K
$498K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
257New |
$24.9K - $33.7K
|
257
$50.8K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
257New |
$24.9K - $33.7K
|
257
$50.8K
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
250+ 1.23% |
$24.3K - $32.8K
|
20.6K
$4.06M
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
233+ 12.54% |
$22.6K - $30.5K
|
2.09K
$413K
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
231+ 0.76% |
$22.4K - $30.3K
|
30.7K
$6.07M
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
222+ 7.46% |
$21.5K - $29.1K
|
3.2K
$632K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
213+ 3.37% |
$20.7K - $27.9K
|
6.53K
$1.29M
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
202+ 0.46% |
$19.6K - $26.5K
|
44K
$8.69M
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
201+ 8.04% |
$19.5K - $26.3K
|
2.7K
$534K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
200+ 100.0% |
$19.4K - $26.2K
|
400
$79K
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
197+ 0.39% |
$19.1K - $25.8K
|
50.7K
$10M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
192+ 3.0% |
$18.6K - $25.2K
|
6.59K
$1.3M
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
176+ 6.59% |
$17.1K - $23.1K
|
2.85K
$562K
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
176+ 4.37% |
$17.1K - $23.1K
|
4.21K
$830K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
174+ 5.05% |
$16.9K - $22.8K
|
3.62K
$715K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
173+ 4.99% |
$16.8K - $22.7K
|
3.64K
$719K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
167+ 162.14% |
$16.2K - $21.9K
|
270
$53.3K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
166+ 110.67% |
$16.1K - $21.8K
|
316
$62.4K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
163+ 88.11% |
$15.8K - $21.4K
|
348
$68.7K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 2.35% |
$15K - $20.3K
|
6.74K
$1.33M
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
154+ 37.75% |
$14.9K - $20.2K
|
562
$111K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
146+ 374.36% |
$14.2K - $19.1K
|
185
$36.5K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
144New |
$14K - $18.9K
|
144
$28.4K
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
137+ 1.4% |
$13.3K - $18K
|
9.93K
$1.96M
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
135+ 76.7% |
$13.1K - $17.7K
|
311
$61.4K
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
133+ 4.18% |
$12.9K - $17.4K
|
3.31K
$654K
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
131+ 0.63% |
$12.7K - $17.2K
|
20.9K
$4.13M
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
128+ 15.5% |
$12.4K - $16.8K
|
954
$188K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
122+ 25.15% |
$11.8K - $16K
|
607
$120K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
122+ 1.0% |
$11.8K - $16K
|
12.3K
$2.43M
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
122New |
$11.8K - $16K
|
122
$24.1K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
117+ 33.33% |
$11.3K - $15.3K
|
468
$92.4K
|