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 |
---|---|---|---|---|---|---|---|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
2+ 7.14% |
$306 - $407
|
30
$6K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 1.06% |
$306 - $407
|
190
$38K
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$153 - $203
|
1.3K
$260K
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1+ 0.04% |
$153 - $203
|
2.38K
$475K
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.39% |
$153 - $203
|
259
$51.8K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1+ 0.36% |
$153 - $203
|
281
$56.2K
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.08% |
$153 - $203
|
1.26K
$252K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$153 - $203
|
1.81K
$362K
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$153 - $203
|
2K
$399K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.1% |
$153 - $203
|
1.05K
$210K
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 1.03% |
$153 - $203
|
96
$19.2K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1- 0.07% |
$153 - $203
|
1.43K
$287K
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-2- 0.03% |
$306 - $407
|
6.6K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3- 0.17% |
$459 - $610
|
1.81K
$361K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 1.92% |
$459 - $610
|
153
$30.6K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 0.2% |
$459 - $610
|
1.47K
$294K
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4- 0.23% |
$612 - $813
|
1.72K
$343K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 1.84% |
$612 - $813
|
213
$42.6K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-5- 0.21% |
$765 - $1.02K
|
2.33K
$466K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 7.04% |
$765 - $1.02K
|
66
$13.2K
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-5- 1.91% |
$765 - $1.02K
|
257
$51.4K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 3.23% |
$765 - $1.02K
|
150
$30K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6- 0.2% |
$918 - $1.22K
|
2.92K
$585K
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6- 0.23% |
$918 - $1.22K
|
2.57K
$514K
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-6- 4.08% |
$918 - $1.22K
|
141
$28.2K
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-6- 14.63% |
$918 - $1.22K
|
35
$7K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6- 0.05% |
$918 - $1.22K
|
13.2K
$2.65M
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-7- 4.35% |
$1.07K - $1.42K
|
154
$30.8K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7- 1.03% |
$1.07K - $1.42K
|
670
$134K
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-8- 0.29% |
$1.22K - $1.63K
|
2.77K
$553K
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-9- 3.95% |
$1.38K - $1.83K
|
219
$43.8K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 2.86% |
$1.38K - $1.83K
|
306
$61.2K
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-10- 0.23% |
$1.53K - $2.03K
|
4.38K
$876K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-10- 0.68% |
$1.53K - $2.03K
|
1.47K
$294K
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-11- 39.29% |
$1.68K - $2.24K
|
17
$3.4K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 40.0% |
$1.84K - $2.44K
|
18
$3.6K
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-13- 13.54% |
$1.99K - $2.64K
|
83
$16.6K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-13- 2.31% |
$1.99K - $2.64K
|
550
$110K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-13- 0.44% |
$1.99K - $2.64K
|
2.95K
$590K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-14- 37.84% |
$2.14K - $2.85K
|
23
$4.6K
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-15- 0.44% |
$2.29K - $3.05K
|
3.42K
$683K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-15- 0.92% |
$2.29K - $3.05K
|
1.62K
$324K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-16- 13.79% |
$2.45K - $3.25K
|
100
$20K
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-16- 6.08% |
$2.45K - $3.25K
|
247
$49.4K
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-16- 0.96% |
$2.45K - $3.25K
|
1.65K
$329K
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-16- 0.41% |
$2.45K - $3.25K
|
3.9K
$780K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 0.27% |
$2.45K - $3.25K
|
5.96K
$1.19M
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-17- 0.56% |
$2.6K - $3.46K
|
3.02K
$603K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-17- 0.33% |
$2.6K - $3.46K
|
5.08K
$1.02M
|