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 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-1K- 13.26% |
$154K - $204K
|
6.57K
$1.31M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.01K- 41.92% |
$155K - $206K
|
1.41K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.02K- 39.03% |
$156K - $208K
|
1.6K
$319K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.03K- 8.22% |
$158K - $209K
|
11.5K
$2.3M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.05K- 10.41% |
$161K - $213K
|
9.04K
$1.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-1.06K- 2.05% |
$162K - $216K
|
50.8K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.07K- 64.98% |
$163K - $216K
|
574
$115K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.07K- 1.7% |
$164K - $217K
|
62K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.11K- 30.88% |
$169K - $225K
|
2.48K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-1.13K- 3.6% |
$173K - $230K
|
30.3K
$6.06M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.18K- 0.85% |
$180K - $239K
|
137K
$27.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.25KClosed |
$191K - $254K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.26K- 1.9% |
$193K - $256K
|
65.2K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.27K- 5.47% |
$194K - $258K
|
21.9K
$4.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.29K- 31.35% |
$197K - $262K
|
2.82K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.29K- 4.87% |
$198K - $262K
|
25.2K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.29K- 3.76% |
$198K - $263K
|
33.1K
$6.63M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.3K- 10.64% |
$198K - $263K
|
10.9K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-1.33K- 27.2% |
$204K - $271K
|
3.56K
$713K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.36K- 42.41% |
$207K - $276K
|
1.84K
$368K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-1.36K- 25.19% |
$209K - $277K
|
4.05K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.4K- 28.26% |
$214K - $285K
|
3.55K
$711K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.44K- 9.7% |
$220K - $292K
|
13.4K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.44K- 12.71% |
$220K - $292K
|
9.88K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.52K- 5.2% |
$233K - $310K
|
27.8K
$5.55M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.55K- 11.27% |
$238K - $316K
|
12.2K
$2.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.59K- 24.52% |
$243K - $323K
|
4.89K
$978K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.66K- 12.46% |
$254K - $338K
|
11.7K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.7K- 1.25% |
$260K - $346K
|
135K
$26.9M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.74K- 23.51% |
$266K - $353K
|
5.66K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-1.78K- 3.36% |
$272K - $361K
|
51.1K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.88K- 2.28% |
$287K - $382K
|
80.4K
$16.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.88K- 37.0% |
$288K - $383K
|
3.21K
$641K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.89K- 29.13% |
$288K - $383K
|
4.59K
$918K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.92K- 5.12% |
$294K - $391K
|
35.6K
$7.13M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.93K- 39.99% |
$296K - $393K
|
2.9K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.01K- 12.45% |
$308K - $409K
|
14.1K
$2.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 24.9% |
$311K - $413K
|
6.12K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.07K- 4.47% |
$316K - $420K
|
44.1K
$8.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.21K- 46.4% |
$339K - $450K
|
2.56K
$511K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.27K- 35.56% |
$347K - $462K
|
4.12K
$823K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.34K- 46.89% |
$358K - $475K
|
2.65K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.34K- 14.37% |
$358K - $475K
|
13.9K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.38K- 5.64% |
$364K - $483K
|
39.7K
$7.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-2.48K- 47.09% |
$380K - $505K
|
2.79K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Bronte Capital Management Pty Ltd.
|
SELL
|
- |
-2.48K- 0.82% |
$380K - $505K
|
300K
$60M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-2.49K- 55.59% |
$380K - $505K
|
1.99K
$397K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.49K- 43.4% |
$382K - $507K
|
3.25K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.57K- 22.34% |
$394K - $523K
|
8.95K
$1.79M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-2.59K- 26.74% |
$396K - $526K
|
7.09K
$1.42M
|