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 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
187+ 5.44% |
$28.6K - $38K
|
3.63K
$725K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
186+ 1.97% |
$28.5K - $37.8K
|
9.62K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
180+ 2.03% |
$27.5K - $36.6K
|
9.06K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
175+ 12.86% |
$26.8K - $35.6K
|
1.54K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
173+ 6.34% |
$26.5K - $35.2K
|
2.9K
$581K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
169+ 0.37% |
$25.9K - $34.3K
|
45.7K
$9.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
163+ 3.72% |
$24.9K - $33.1K
|
4.54K
$908K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
158+ 5.39% |
$24.2K - $32.1K
|
3.09K
$618K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
156+ 8.38% |
$23.9K - $31.7K
|
2.02K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
153+ 0.96% |
$23.4K - $31.1K
|
16.1K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
152+ 1.17% |
$23.3K - $30.9K
|
13.2K
$2.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
150New |
$22.9K - $30.5K
|
150
$30K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
149+ 438.24% |
$22.8K - $30.3K
|
183
$36.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
146New |
$22.3K - $29.7K
|
146
$29.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
145+ 71.43% |
$22.2K - $29.5K
|
348
$69.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
143+ 8.71% |
$21.9K - $29.1K
|
1.79K
$357K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
142+ 3.4% |
$21.7K - $28.9K
|
4.32K
$864K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
141+ 0.17% |
$21.6K - $28.7K
|
85K
$17M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
138+ 0.49% |
$21.1K - $28K
|
28.3K
$5.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
134+ 0.51% |
$20.5K - $27.2K
|
26.3K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
132+ 6.11% |
$20.2K - $26.8K
|
2.29K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
130+ 9.79% |
$19.9K - $26.4K
|
1.46K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
127+ 3.03% |
$19.4K - $25.8K
|
4.32K
$865K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
121+ 132.97% |
$18.5K - $24.6K
|
212
$42.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
120+ 5.81% |
$18.4K - $24.4K
|
2.19K
$437K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
120New |
$18.4K - $24.4K
|
120
$24K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
119+ 6.05% |
$18.2K - $24.2K
|
2.09K
$418K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
112+ 4.48% |
$17.1K - $22.8K
|
2.61K
$522K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
112+ 3.94% |
$17.1K - $22.8K
|
2.96K
$592K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
111+ 3.95% |
$17K - $22.6K
|
2.92K
$585K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
106+ 1.31% |
$16.2K - $21.5K
|
8.17K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
104+ 11.29% |
$15.9K - $21.1K
|
1.03K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100New |
$15.3K - $20.3K
|
100
$20K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
99New |
$15.1K - $20.1K
|
99
$19.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
97+ 5.18% |
$14.8K - $19.7K
|
1.97K
$394K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
97+ 3.79% |
$14.8K - $19.7K
|
2.66K
$531K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
87+ 107.41% |
$13.3K - $17.7K
|
168
$33.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
86+ 2.55% |
$13.2K - $17.5K
|
3.45K
$691K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
86+ 4.97% |
$13.2K - $17.5K
|
1.82K
$363K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
85New |
$13K - $17.3K
|
85
$17K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
84+ 3.24% |
$12.9K - $17.1K
|
2.68K
$535K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
83+ 1.52% |
$12.7K - $16.9K
|
5.55K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
82+ 6.46% |
$12.5K - $16.7K
|
1.35K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
77+ 1.32% |
$11.8K - $15.7K
|
5.93K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
76+ 4.62% |
$11.6K - $15.4K
|
1.72K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
76+ 3.95% |
$11.6K - $15.4K
|
2K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
75+ 2.4% |
$11.5K - $15.2K
|
3.21K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
75+ 3.06% |
$11.5K - $15.2K
|
2.52K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
74+ 0.87% |
$11.3K - $15K
|
8.62K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
74+ 82.22% |
$11.3K - $15K
|
164
$32.8K
|