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 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.33KNew |
$204K - $271K
|
1.33K
$267K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.33KNew |
$203K - $270K
|
1.33K
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.31KNew |
$200K - $265K
|
1.31K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.3KNew |
$199K - $264K
|
1.3K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
1.3KNew |
$199K - $264K
|
1.3K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.29K+ 26.7% |
$197K - $261K
|
6.1K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.28KNew |
$196K - $260K
|
1.28K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.28KNew |
$196K - $260K
|
1.28K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.25K+ 1.13% |
$191K - $254K
|
112K
$22.5M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.24KNew |
$189K - $251K
|
1.24K
$247K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.23KNew |
$189K - $251K
|
1.23K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.23K+ 12.27% |
$188K - $250K
|
11.2K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
1.2KNew |
$184K - $244K
|
1.2K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.19KNew |
$182K - $241K
|
1.19K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.14K+ 34.56% |
$175K - $232K
|
4.45K
$889K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.14K+ 114100.0% |
$175K - $232K
|
1.14K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.12K+ 5.38% |
$172K - $228K
|
22K
$4.39M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.11KNew |
$170K - $225K
|
1.11K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.07K+ 79.1% |
$164K - $218K
|
2.43K
$485K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 78.79% |
$163K - $217K
|
2.42K
$484K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.03K+ 3.65% |
$157K - $209K
|
29.2K
$5.85M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.02K+ 17.39% |
$157K - $208K
|
6.91K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1KNew |
$153K - $203K
|
1K
$200K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
970+ 0.45% |
$148K - $197K
|
217K
$43.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
937+ 48.83% |
$143K - $190K
|
2.86K
$571K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
895+ 0.85% |
$137K - $182K
|
106K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
878+ 0.93% |
$134K - $178K
|
95.5K
$19.1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
872+ 8.03% |
$133K - $177K
|
11.7K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
865+ 33.8% |
$132K - $176K
|
3.42K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
816+ 14.46% |
$125K - $166K
|
6.46K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
809+ 10.36% |
$124K - $164K
|
8.62K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
800+ 15.16% |
$122K - $163K
|
6.08K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
790+ 2.76% |
$121K - $161K
|
29.4K
$5.88M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
765+ 19.32% |
$117K - $155K
|
4.73K
$945K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
741+ 3.98% |
$113K - $151K
|
19.4K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
739+ 3.47% |
$113K - $150K
|
22K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
736+ 19.85% |
$113K - $150K
|
4.44K
$889K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
690+ 4.84% |
$106K - $140K
|
14.9K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
662+ 2.99% |
$101K - $135K
|
22.8K
$4.56M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
629+ 9.74% |
$96.2K - $128K
|
7.09K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
606+ 1.26% |
$92.7K - $123K
|
48.6K
$9.73M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
562+ 17.89% |
$86K - $114K
|
3.7K
$741K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
557+ 8.99% |
$85.2K - $113K
|
6.75K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
552+ 4.08% |
$84.5K - $112K
|
14.1K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
518+ 0.93% |
$79.2K - $105K
|
56.4K
$11.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
517+ 35.12% |
$79.1K - $105K
|
1.99K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
515New |
$78.8K - $105K
|
515
$103K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
492+ 13.68% |
$75.3K - $100K
|
4.09K
$818K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
491+ 18.4% |
$75.1K - $99.8K
|
3.16K
$632K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
488+ 7.86% |
$74.7K - $99.2K
|
6.7K
$1.34M
|