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 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-74- 2.78% |
$11.3K - $15K
|
2.59K
$519K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 2.78% |
$11.3K - $15K
|
2.59K
$519K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-75- 2.57% |
$11.5K - $15.2K
|
2.85K
$569K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-75- 14.2% |
$11.5K - $15.2K
|
453
$90.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-76- 3.38% |
$11.6K - $15.4K
|
2.17K
$434K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-76- 3.37% |
$11.6K - $15.4K
|
2.18K
$436K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-77- 5.7% |
$11.8K - $15.7K
|
1.28K
$255K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-86- 3.08% |
$13.2K - $17.5K
|
2.7K
$541K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-89- 0.78% |
$13.6K - $18.1K
|
11.3K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-97- 0.22% |
$14.8K - $19.7K
|
43.5K
$8.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-97- 1.53% |
$14.8K - $19.7K
|
6.26K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-97- 0.23% |
$14.8K - $19.7K
|
41.3K
$8.27M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-99- 1.33% |
$15.1K - $20.1K
|
7.35K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 3.97% |
$15.3K - $20.3K
|
2.42K
$484K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-100- 0.08% |
$15.3K - $20.3K
|
132K
$26.4M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-100- 50.0% |
$15.3K - $20.3K
|
100
$20K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-100- 2.1% |
$15.3K - $20.3K
|
4.67K
$934K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-108- 6.57% |
$16.5K - $22K
|
1.54K
$307K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-110- 1.67% |
$16.8K - $22.4K
|
6.47K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-111- 9.72% |
$17K - $22.6K
|
1.03K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-112- 3.17% |
$17.1K - $22.8K
|
3.43K
$685K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-119- 6.05% |
$18.2K - $24.2K
|
1.85K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-121- 5.33% |
$18.5K - $24.6K
|
2.15K
$430K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-121- 2.89% |
$18.5K - $24.6K
|
4.07K
$814K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-128- 3.04% |
$19.6K - $26K
|
4.08K
$815K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-130- 4.42% |
$19.9K - $26.4K
|
2.81K
$562K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-132- 6.79% |
$20.2K - $26.8K
|
1.81K
$362K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-138- 1.49% |
$21.1K - $28K
|
9.15K
$1.83M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-138- 18.55% |
$21.1K - $28K
|
606
$121K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-139- 3.9% |
$21.3K - $28.3K
|
3.42K
$685K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-139- 5.76% |
$21.3K - $28.3K
|
2.27K
$455K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-141- 5.45% |
$21.6K - $28.7K
|
2.45K
$490K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-143- 7.98% |
$21.9K - $29.1K
|
1.65K
$330K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
SELL
|
- |
-150- 1.31% |
$22.9K - $30.5K
|
11.3K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-150- 3.89% |
$22.9K - $30.5K
|
3.71K
$741K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 84.15% |
$23.6K - $31.3K
|
29
$5.8K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-155- 1.87% |
$23.7K - $31.5K
|
8.14K
$1.63M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-156- 2.63% |
$23.9K - $31.7K
|
5.77K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-157- 3.47% |
$24K - $31.9K
|
4.37K
$874K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-158- 10.7% |
$24.2K - $32.1K
|
1.32K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-162- 9.97% |
$24.8K - $32.9K
|
1.46K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-170- 0.63% |
$26K - $34.6K
|
26.6K
$5.32M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-172- 3.64% |
$26.3K - $35K
|
4.56K
$912K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-172- 6.85% |
$26.3K - $35K
|
2.34K
$468K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-176- 2.69% |
$26.9K - $35.8K
|
6.37K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-181- 1.05% |
$27.7K - $36.8K
|
17.1K
$3.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-183- 3.24% |
$28K - $37.2K
|
5.46K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-184- 3.6% |
$28.2K - $37.4K
|
4.93K
$985K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-190- 13.81% |
$29.1K - $38.6K
|
1.19K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-190- 1.52% |
$29.1K - $38.6K
|
12.3K
$2.47M
|