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 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-17- 0.04% |
$2.6K - $3.46K
|
48.1K
$9.61M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18- 42.86% |
$2.75K - $3.66K
|
24
$4.8K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-21- 31.34% |
$3.21K - $4.27K
|
46
$9.2K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-23- 15.33% |
$3.52K - $4.67K
|
127
$25.4K
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-23- 9.58% |
$3.52K - $4.67K
|
217
$43.4K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-24- 10.43% |
$3.67K - $4.88K
|
206
$41.2K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-25- 0.5% |
$3.82K - $5.08K
|
4.95K
$990K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-26- 1.01% |
$3.98K - $5.28K
|
2.56K
$511K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26- 0.66% |
$3.98K - $5.28K
|
3.9K
$780K
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-27- 1.05% |
$4.13K - $5.49K
|
2.54K
$508K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-27- 1.18% |
$4.13K - $5.49K
|
2.25K
$451K
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-28- 0.19% |
$4.28K - $5.69K
|
14.4K
$2.88M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-29- 2.41% |
$4.44K - $5.89K
|
1.17K
$235K
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-30- 1.96% |
$4.59K - $6.1K
|
1.5K
$300K
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-30- 25.0% |
$4.59K - $6.1K
|
90
$18K
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-30- 0.14% |
$4.59K - $6.1K
|
20.7K
$4.15M
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-33- 1.66% |
$5.05K - $6.71K
|
1.95K
$391K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-34- 1.48% |
$5.2K - $6.91K
|
2.26K
$452K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-35- 5.78% |
$5.35K - $7.11K
|
571
$114K
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 1.21% |
$5.35K - $7.11K
|
2.87K
$573K
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-35- 2.58% |
$5.35K - $7.11K
|
1.32K
$264K
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-37- 0.82% |
$5.66K - $7.52K
|
4.46K
$893K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-38- 0.44% |
$5.81K - $7.72K
|
8.55K
$1.71M
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-38- 2.32% |
$5.81K - $7.72K
|
1.6K
$321K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-39- 3.97% |
$5.97K - $7.93K
|
943
$189K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-42- 1.3% |
$6.43K - $8.54K
|
3.2K
$640K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-46- 3.73% |
$7.04K - $9.35K
|
1.19K
$237K
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-50- 3.64% |
$7.65K - $10.2K
|
1.33K
$265K
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-50- 0.29% |
$7.65K - $10.2K
|
17.1K
$3.41M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-51- 1.64% |
$7.8K - $10.4K
|
3.05K
$610K
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-51- 0.31% |
$7.8K - $10.4K
|
16.4K
$3.27M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-55- 1.14% |
$8.41K - $11.2K
|
4.77K
$953K
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-56- 3.18% |
$8.57K - $11.4K
|
1.7K
$341K
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-56- 1.18% |
$8.57K - $11.4K
|
4.7K
$940K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-57- 3.74% |
$8.72K - $11.6K
|
1.47K
$293K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-57- 8.91% |
$8.72K - $11.6K
|
583
$117K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-59- 52.68% |
$9.03K - $12K
|
53
$10.6K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-60- 1.85% |
$9.18K - $12.2K
|
3.19K
$638K
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-60- 0.52% |
$9.18K - $12.2K
|
11.4K
$2.29M
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 8.45% |
$9.18K - $12.2K
|
650
$130K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-61- 23.46% |
$9.33K - $12.4K
|
199
$39.8K
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-62- 1.9% |
$9.49K - $12.6K
|
3.2K
$640K
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-65- 2.26% |
$9.94K - $13.2K
|
2.81K
$562K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-65- 2.3% |
$9.94K - $13.2K
|
2.76K
$553K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-68- 1.88% |
$10.4K - $13.8K
|
3.55K
$710K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-70- 4.31% |
$10.7K - $14.2K
|
1.56K
$311K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-70- 35.0% |
$10.7K - $14.2K
|
130
$26K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-70- 0.87% |
$10.7K - $14.2K
|
8K
$1.6M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-70- 4.55% |
$10.7K - $14.2K
|
1.47K
$294K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-72- 97.3% |
$11K - $14.6K
|
2
$400
|