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 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-190- 0.89% |
$29.1K - $38.6K
|
21.2K
$4.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-193- 7.81% |
$29.5K - $39.2K
|
2.28K
$456K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-194- 3.49% |
$29.7K - $39.4K
|
5.37K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 3.42% |
$30.6K - $40.7K
|
5.66K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-201- 2.37% |
$30.8K - $40.9K
|
8.26K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-202- 3.51% |
$30.9K - $41.1K
|
5.56K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-203- 3.27% |
$31.1K - $41.3K
|
6.01K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-205- 5.46% |
$31.4K - $41.7K
|
3.55K
$710K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-207- 13.54% |
$31.7K - $42.1K
|
1.32K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-208- 1.55% |
$31.8K - $42.3K
|
13.2K
$2.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-215- 22.99% |
$32.9K - $43.7K
|
720
$144K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-216- 10.53% |
$33K - $43.9K
|
1.84K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-217- 7.33% |
$33.2K - $44.1K
|
2.74K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-217- 6.94% |
$33.2K - $44.1K
|
2.91K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-221- 10.31% |
$33.8K - $44.9K
|
1.92K
$385K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-226- 10.42% |
$34.6K - $45.9K
|
1.94K
$388K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-240- 7.69% |
$36.7K - $48.8K
|
2.88K
$576K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-245- 2.55% |
$37.5K - $49.8K
|
9.38K
$1.88M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-248- 0.34% |
$37.9K - $50.4K
|
72.7K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-250- 1.51% |
$38.2K - $50.8K
|
16.3K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-257- 1.65% |
$39.3K - $52.2K
|
15.3K
$3.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-269- 0.86% |
$41.2K - $54.7K
|
31.1K
$6.21M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-275- 12.59% |
$42.1K - $55.9K
|
1.91K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-279- 7.58% |
$42.7K - $56.7K
|
3.4K
$681K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-281- 41.94% |
$43K - $57.1K
|
389
$77.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-282- 24.61% |
$43.1K - $57.3K
|
864
$173K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-296- 10.34% |
$45.3K - $60.2K
|
2.57K
$513K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-299- 7.7% |
$45.7K - $60.8K
|
3.58K
$717K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-300- 18.51% |
$45.9K - $61K
|
1.32K
$264K
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-300- 12.93% |
$45.9K - $61K
|
2.02K
$404K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.5% |
$45.9K - $61K
|
11.7K
$2.34M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-303- 19.88% |
$46.4K - $61.6K
|
1.22K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-305- 0.23% |
$46.7K - $62K
|
134K
$26.7M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-309- 2.95% |
$47.3K - $62.8K
|
10.2K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-313- 3.12% |
$47.9K - $63.6K
|
9.71K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-315- 3.92% |
$48.2K - $64K
|
7.73K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-318- 2.24% |
$48.7K - $64.6K
|
13.9K
$2.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-324- 10.49% |
$49.6K - $65.9K
|
2.77K
$553K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-331- 12.21% |
$50.6K - $67.3K
|
2.38K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-353- 10.23% |
$54K - $71.7K
|
3.1K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-354- 2.46% |
$54.2K - $72K
|
14K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-358- 18.24% |
$54.8K - $72.8K
|
1.61K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-372- 54.31% |
$56.9K - $75.6K
|
313
$62.6K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-372- 10.89% |
$56.9K - $75.6K
|
3.04K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-374- 14.41% |
$57.2K - $76K
|
2.22K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-376- 3.38% |
$57.5K - $76.4K
|
10.8K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-377- 5.14% |
$57.7K - $76.6K
|
6.95K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-404- 1.05% |
$61.8K - $82.1K
|
38.1K
$7.63M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-404- 5.71% |
$61.8K - $82.1K
|
6.67K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-405- 10.02% |
$62K - $82.3K
|
3.64K
$728K
|