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 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
33+ 1.48% |
$3.2K - $4.33K
|
2.27K
$453K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
32+ 0.59% |
$3.1K - $4.19K
|
5.47K
$1.09M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
30New |
$2.91K - $3.93K
|
30
$6K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
28+ 29.79% |
$2.72K - $3.67K
|
122
$24.4K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
26+ 0.98% |
$2.52K - $3.41K
|
2.67K
$534K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
25New |
$2.43K - $3.28K
|
25
$5K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
25+ 0.19% |
$2.43K - $3.28K
|
13.3K
$2.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 2.66% |
$2.43K - $3.28K
|
966
$193K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
25+ 0.19% |
$2.43K - $3.28K
|
12.9K
$2.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 2.7% |
$2.43K - $3.28K
|
950
$190K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
24New |
$2.33K - $3.15K
|
24
$4.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
22+ 1.08% |
$2.13K - $2.88K
|
2.06K
$412K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22+ 81.48% |
$2.13K - $2.88K
|
49
$9.8K
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
21+ 0.07% |
$2.04K - $2.75K
|
31.5K
$6.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.64% |
$1.94K - $2.62K
|
3.13K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
19+ 0.24% |
$1.84K - $2.49K
|
7.93K
$1.59M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
19+ 1.25% |
$1.84K - $2.49K
|
1.54K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
18+ 9.0% |
$1.75K - $2.36K
|
218
$43.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
18+ 7.2% |
$1.75K - $2.36K
|
268
$53.6K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
16+ 0.8% |
$1.55K - $2.1K
|
2.02K
$405K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
15New |
$1.46K - $1.97K
|
15
$3K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.07% |
$1.46K - $1.97K
|
21.9K
$4.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
14+ 1.87% |
$1.36K - $1.84K
|
764
$153K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 233.33% |
$1.36K - $1.84K
|
20
$4K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12New |
$1.16K - $1.57K
|
12
$2.4K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11+ 0.14% |
$1.07K - $1.44K
|
7.77K
$1.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 1.05% |
$1.07K - $1.44K
|
1.06K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.55% |
$1.07K - $1.44K
|
2.03K
$406K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$970 - $1.31K
|
10
$2K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
10New |
$970 - $1.31K
|
10
$2K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 0.53% |
$970 - $1.31K
|
1.89K
$379K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
9+ 0.48% |
$873 - $1.18K
|
1.88K
$376K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 17.65% |
$873 - $1.18K
|
60
$12K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 12.9% |
$776 - $1.05K
|
70
$14K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
7+ 0.33% |
$679 - $918
|
2.12K
$425K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7+ 0.28% |
$679 - $918
|
2.51K
$502K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
7+ 0.34% |
$679 - $918
|
2.05K
$410K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 24.0% |
$582 - $787
|
31
$6.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.83% |
$485 - $655
|
610
$122K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$485 - $655
|
5
$1K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.17% |
$485 - $655
|
2.98K
$596K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 1.81% |
$485 - $655
|
282
$56.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.39% |
$388 - $524
|
1.04K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4New |
$388 - $524
|
4
$800
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.36% |
$388 - $524
|
1.12K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 3.31% |
$388 - $524
|
125
$25K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 15.79% |
$291 - $393
|
22
$4.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.55% |
$291 - $393
|
552
$110K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$194 - $262
|
2
$400
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$194 - $262
|
2
$400
|