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 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
114New |
$11.1K - $14.9K
|
114
$22.5K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
114+ 3.02% |
$11.1K - $14.9K
|
3.89K
$768K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
114+ 2.63% |
$11.1K - $14.9K
|
4.45K
$879K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
111+ 4.1% |
$10.8K - $14.6K
|
2.82K
$557K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
109+ 5.14% |
$10.6K - $14.3K
|
2.23K
$440K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
109+ 14.63% |
$10.6K - $14.3K
|
854
$169K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
108+ 0.76% |
$10.5K - $14.2K
|
14.4K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
107New |
$10.4K - $14K
|
107
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
102+ 1.99% |
$9.89K - $13.4K
|
5.23K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
100+ 5.02% |
$9.7K - $13.1K
|
2.09K
$413K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
99New |
$9.6K - $13K
|
99
$19.6K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
98+ 5.48% |
$9.51K - $12.8K
|
1.89K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
95New |
$9.22K - $12.5K
|
95
$18.8K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
95+ 1.59% |
$9.22K - $12.5K
|
6.07K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
93+ 4.41% |
$9.02K - $12.2K
|
2.2K
$435K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
91+ 2.5% |
$8.83K - $11.9K
|
3.73K
$736K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
86+ 3.07% |
$8.34K - $11.3K
|
2.89K
$570K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
83+ 0.12% |
$8.05K - $10.9K
|
68.8K
$13.6M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
83+ 4.48% |
$8.05K - $10.9K
|
1.94K
$382K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
81+ 0.15% |
$7.86K - $10.6K
|
55.2K
$10.9M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
78+ 1.89% |
$7.57K - $10.2K
|
4.2K
$829K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
74+ 0.35% |
$7.18K - $9.7K
|
21.5K
$4.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
73+ 6.44% |
$7.08K - $9.57K
|
1.21K
$238K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
71+ 1.15% |
$6.89K - $9.31K
|
6.27K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
71+ 1.29% |
$6.89K - $9.31K
|
5.59K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.37% |
$6.79K - $9.18K
|
18.9K
$3.73M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
70New |
$6.79K - $9.18K
|
70
$13.8K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
68+ 3.75% |
$6.6K - $8.91K
|
1.88K
$372K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
66+ 25.88% |
$6.4K - $8.65K
|
321
$63.4K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
65+ 12.67% |
$6.31K - $8.52K
|
578
$114K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
60+ 103.45% |
$5.82K - $7.87K
|
118
$23.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
60+ 0.18% |
$5.82K - $7.87K
|
32.9K
$6.49M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
60+ 0.12% |
$5.82K - $7.87K
|
51.7K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
58+ 0.31% |
$5.63K - $7.6K
|
18.7K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
51+ 2.38% |
$4.95K - $6.69K
|
2.2K
$434K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
50+ 2.02% |
$4.85K - $6.55K
|
2.53K
$500K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
50+ 2.5% |
$4.85K - $6.55K
|
2.05K
$405K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
47+ 1.22% |
$4.56K - $6.16K
|
3.89K
$768K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
46+ 0.78% |
$4.46K - $6.03K
|
5.98K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39+ 7.8% |
$3.78K - $5.11K
|
539
$106K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39New |
$3.78K - $5.11K
|
39
$7.7K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38+ 345.45% |
$3.69K - $4.98K
|
49
$9.68K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
35+ 1.77% |
$3.4K - $4.59K
|
2.01K
$398K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
33+ 1.48% |
$3.2K - $4.33K
|
2.27K
$447K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
32+ 0.59% |
$3.1K - $4.19K
|
5.47K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
30New |
$2.91K - $3.93K
|
30
$5.93K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
28+ 29.79% |
$2.72K - $3.67K
|
122
$24.1K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
26+ 0.98% |
$2.52K - $3.41K
|
2.67K
$527K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
25+ 0.19% |
$2.43K - $3.28K
|
13.3K
$2.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 2.66% |
$2.43K - $3.28K
|
966
$191K
|