Purchases and Sales Made in Q1 2025 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q1 2025. 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 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
19+ 1.47% |
$2.91K - $3.86K
|
1.31K
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 12.0% |
$2.75K - $3.66K
|
168
$33.6K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17+ 154.55% |
$2.6K - $3.46K
|
28
$5.6K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
16New |
$2.45K - $3.25K
|
16
$3.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
16+ 1.12% |
$2.45K - $3.25K
|
1.44K
$289K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
15+ 16.67% |
$2.29K - $3.05K
|
105
$21K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14+ 0.26% |
$2.14K - $2.85K
|
5.38K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
13+ 20.63% |
$1.99K - $2.64K
|
76
$15.2K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
12New |
$1.84K - $2.44K
|
12
$2.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
12+ 0.43% |
$1.84K - $2.44K
|
2.82K
$565K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 1.56% |
$1.84K - $2.44K
|
783
$157K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
11+ 0.78% |
$1.68K - $2.24K
|
1.42K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
11+ 0.12% |
$1.68K - $2.24K
|
9.13K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.14% |
$1.68K - $2.24K
|
7.98K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11New |
$1.68K - $2.24K
|
11
$2.2K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 13.58% |
$1.68K - $2.24K
|
92
$18.4K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 5.24% |
$1.53K - $2.03K
|
201
$40.2K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
10+ 0.69% |
$1.53K - $2.03K
|
1.46K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10+ 0.55% |
$1.53K - $2.03K
|
1.84K
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.05% |
$1.53K - $2.03K
|
21.6K
$4.31M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9+ 6.62% |
$1.38K - $1.83K
|
145
$29K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
9+ 1.62% |
$1.38K - $1.83K
|
566
$113K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9New |
$1.38K - $1.83K
|
9
$1.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8+ 0.53% |
$1.22K - $1.63K
|
1.51K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8+ 0.66% |
$1.22K - $1.63K
|
1.22K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8New |
$1.22K - $1.63K
|
8
$1.6K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 10.67% |
$1.22K - $1.63K
|
83
$16.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
7New |
$1.07K - $1.42K
|
7
$1.4K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7New |
$1.07K - $1.42K
|
7
$1.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7New |
$1.07K - $1.42K
|
7
$1.4K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 5.65% |
$1.07K - $1.42K
|
131
$26.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
6+ 0.43% |
$918 - $1.22K
|
1.4K
$280K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 83.33% |
$765 - $1.02K
|
11
$2.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
5+ 0.24% |
$765 - $1.02K
|
2.07K
$415K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 2.33% |
$765 - $1.02K
|
220
$44K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 3.36% |
$765 - $1.02K
|
154
$30.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.39% |
$765 - $1.02K
|
1.28K
$256K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.2% |
$765 - $1.02K
|
2.53K
$506K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$765 - $1.02K
|
5
$1K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5+ 2.33% |
$765 - $1.02K
|
220
$44K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 12.9% |
$612 - $813
|
35
$7K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 133.33% |
$612 - $813
|
7
$1.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 5.56% |
$612 - $813
|
76
$15.2K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3+ 0.07% |
$459 - $610
|
4.6K
$919K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3New |
$459 - $610
|
3
$600
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3+ 0.09% |
$459 - $610
|
3.42K
$684K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.16% |
$459 - $610
|
1.91K
$382K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
2+ 14.29% |
$306 - $407
|
16
$3.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2+ 0.16% |
$306 - $407
|
1.26K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 2.15% |
$306 - $407
|
95
$19K
|