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 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
71+ 0.78% |
$10.9K - $14.4K
|
9.18K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
71+ 5.88% |
$10.9K - $14.4K
|
1.28K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
70+ 333.33% |
$10.7K - $14.2K
|
91
$18.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
70+ 5.54% |
$10.7K - $14.2K
|
1.33K
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
69+ 2.46% |
$10.6K - $14K
|
2.87K
$574K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
67+ 3.9% |
$10.3K - $13.6K
|
1.79K
$357K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
67+ 3.4% |
$10.3K - $13.6K
|
2.04K
$407K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
66+ 4.55% |
$10.1K - $13.4K
|
1.52K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
64+ 1.8% |
$9.79K - $13K
|
3.63K
$726K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
63+ 2.3% |
$9.64K - $12.8K
|
2.8K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
62+ 1.86% |
$9.49K - $12.6K
|
3.4K
$680K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
62+ 0.67% |
$9.49K - $12.6K
|
9.31K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.34% |
$9.18K - $12.2K
|
17.7K
$3.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
59+ 8.64% |
$9.03K - $12K
|
742
$148K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 13.19% |
$8.72K - $11.6K
|
489
$97.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
56+ 1.92% |
$8.57K - $11.4K
|
2.97K
$594K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
56+ 0.12% |
$8.57K - $11.4K
|
48.7K
$9.75M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
54New |
$8.26K - $11K
|
54
$10.8K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
52+ 2.61% |
$7.96K - $10.6K
|
2.05K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
52+ 2600.0% |
$7.96K - $10.6K
|
54
$10.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
52+ 4.02% |
$7.96K - $10.6K
|
1.34K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
51+ 2.66% |
$7.8K - $10.4K
|
1.97K
$393K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50New |
$7.65K - $10.2K
|
50
$10K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
50New |
$7.65K - $10.2K
|
50
$10K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
50+ 0.98% |
$7.65K - $10.2K
|
5.18K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
47+ 4.02% |
$7.19K - $9.55K
|
1.22K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
43+ 10.62% |
$6.58K - $8.74K
|
448
$89.6K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
43+ 0.35% |
$6.58K - $8.74K
|
12.5K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
39+ 7.75% |
$5.97K - $7.93K
|
542
$108K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
39+ 1.78% |
$5.97K - $7.93K
|
2.23K
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39+ 18.4% |
$5.97K - $7.93K
|
251
$50.2K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
38New |
$5.81K - $7.72K
|
38
$7.6K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
35New |
$5.35K - $7.11K
|
35
$7K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
33+ 0.29% |
$5.05K - $6.71K
|
11.4K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
30+ 3.65% |
$4.59K - $6.1K
|
851
$170K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28+ 103.7% |
$4.28K - $5.69K
|
55
$11K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
26+ 15.66% |
$3.98K - $5.28K
|
192
$38.4K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
26+ 0.75% |
$3.98K - $5.28K
|
3.51K
$703K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
26New |
$3.98K - $5.28K
|
26
$5.2K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
26New |
$3.98K - $5.28K
|
26
$5.2K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
25New |
$3.82K - $5.08K
|
25
$5K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 20.54% |
$3.52K - $4.67K
|
135
$27K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 3.24% |
$3.52K - $4.67K
|
732
$146K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
22+ 12.79% |
$3.37K - $4.47K
|
194
$38.8K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
22+ 0.07% |
$3.37K - $4.47K
|
29.9K
$5.98M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21+ 8.71% |
$3.21K - $4.27K
|
262
$52.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
21+ 1.15% |
$3.21K - $4.27K
|
1.85K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
21New |
$3.21K - $4.27K
|
21
$4.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$3.06K - $4.07K
|
20
$4K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
19New |
$2.91K - $3.86K
|
19
$3.8K
|