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
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-412- 1.73% |
$63K - $83.7K
|
23.4K
$4.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-422- 0.78% |
$64.6K - $85.8K
|
53.9K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-423- 1.79% |
$64.7K - $86K
|
23.2K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-427- 4.2% |
$65.3K - $86.8K
|
9.75K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-427- 52.01% |
$65.3K - $86.8K
|
394
$78.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-450- 2.84% |
$68.8K - $91.5K
|
15.4K
$3.08M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-456- 8.89% |
$69.8K - $92.7K
|
4.67K
$935K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
SELL
|
- |
-461- 12.86% |
$70.5K - $93.7K
|
3.12K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-467- 4.69% |
$71.4K - $94.9K
|
9.5K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-467- 20.21% |
$71.4K - $94.9K
|
1.84K
$369K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-488- 2.6% |
$74.7K - $99.2K
|
18.3K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-489- 5.98% |
$74.8K - $99.4K
|
7.69K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-505- 2.57% |
$77.3K - $103K
|
19.1K
$3.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-508- 0.29% |
$77.7K - $103K
|
176K
$35.2M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-515- 5.13% |
$78.8K - $105K
|
9.52K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-516- 27.4% |
$78.9K - $105K
|
1.37K
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-517- 1.39% |
$79.1K - $105K
|
36.8K
$7.36M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-517- 3.15% |
$79.1K - $105K
|
15.9K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-518- 5.3% |
$79.2K - $105K
|
9.25K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-539- 9.46% |
$82.5K - $110K
|
5.16K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-552- 5.18% |
$84.5K - $112K
|
10.1K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-594- 3.0% |
$90.9K - $121K
|
19.2K
$3.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-600- 1.92% |
$91.8K - $122K
|
30.6K
$6.12M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-600- 5.12% |
$91.8K - $122K
|
11.1K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-600- 0.08% |
$91.8K - $122K
|
709K
$142M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-613- 33.05% |
$93.8K - $125K
|
1.24K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-615- 31.87% |
$94.1K - $125K
|
1.32K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-671- 25.19% |
$103K - $136K
|
1.99K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-680- 9.72% |
$104K - $138K
|
6.32K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-680- 30.28% |
$104K - $138K
|
1.57K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-684- 4.5% |
$105K - $139K
|
14.5K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-689- 17.71% |
$105K - $140K
|
3.2K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-692- 17.86% |
$106K - $141K
|
3.18K
$637K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-695- 34.47% |
$106K - $141K
|
1.32K
$264K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-697- 12.4% |
$107K - $142K
|
4.93K
$985K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-717- 29.88% |
$110K - $146K
|
1.68K
$337K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-717- 3.26% |
$110K - $146K
|
21.3K
$4.26M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-751- 5.89% |
$115K - $153K
|
12K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-785- 0.96% |
$120K - $160K
|
80.6K
$16.1M
|
|
|
May 08, 2025
Q1 2025
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-800- 26.67% |
$122K - $163K
|
2.2K
$440K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-863- 3.11% |
$132K - $175K
|
26.8K
$5.37M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-867- 2.4% |
$133K - $176K
|
35.3K
$7.05M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-888- 2.95% |
$136K - $180K
|
29.2K
$5.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-906- 14.71% |
$139K - $184K
|
5.25K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-917- 19.22% |
$140K - $186K
|
3.86K
$771K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-927- 0.22% |
$142K - $188K
|
425K
$85.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-977- 2.08% |
$149K - $199K
|
46.1K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-995- 1.6% |
$152K - $202K
|
61K
$12.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-997- 11.96% |
$153K - $203K
|
7.34K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-997- 11.09% |
$153K - $203K
|
7.99K
$1.6M
|