Purchases and Sales Made in Q2 2024 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36- 0.94% |
$4.3K - $4.71K
|
3.78K
$665K
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-36- 1.03% |
$4.3K - $4.71K
|
3.45K
$606K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-39- 7.24% |
$4.66K - $5.1K
|
500
$87.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
SELL
|
- |
-40- 0.34% |
$4.78K - $5.23K
|
11.8K
$2.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-40- 0.37% |
$4.78K - $5.23K
|
10.6K
$1.87M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-41- 1.54% |
$4.9K - $5.36K
|
2.63K
$462K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-42- 0.11% |
$5.02K - $5.49K
|
38K
$6.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 3.56% |
$5.14K - $5.62K
|
1.16K
$205K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-46- 2.46% |
$5.5K - $6.02K
|
1.83K
$321K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-46- 1.48% |
$5.5K - $6.02K
|
3.06K
$537K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-47- 2.01% |
$5.62K - $6.15K
|
2.29K
$403K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-49- 1.64% |
$5.86K - $6.41K
|
2.93K
$515K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-50- 2.48% |
$5.98K - $6.54K
|
1.97K
$346K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-51- 2.69% |
$6.1K - $6.67K
|
1.84K
$324K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-52- 2.27% |
$6.22K - $6.8K
|
2.24K
$394K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-53- 9.43% |
$6.34K - $6.93K
|
509
$89.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-55- 84.62% |
$6.58K - $7.19K
|
10
$1.76K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
SELL
|
- |
-58- 1.39% |
$6.94K - $7.59K
|
4.12K
$724K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-70- 1.1% |
$8.37K - $9.16K
|
6.31K
$1.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-70- 0.76% |
$8.37K - $9.16K
|
9.08K
$1.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-72- 1.58% |
$8.61K - $9.42K
|
4.49K
$789K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-72- 1.87% |
$8.61K - $9.42K
|
3.78K
$664K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-74- 2.96% |
$8.85K - $9.68K
|
2.42K
$426K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-74- 26.15% |
$8.85K - $9.68K
|
209
$36.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-75- 0.23% |
$8.97K - $9.81K
|
32.8K
$5.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-80- 3.63% |
$9.57K - $10.5K
|
2.13K
$374K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-81- 4.4% |
$9.69K - $10.6K
|
1.76K
$310K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-82- 4.77% |
$9.8K - $10.7K
|
1.64K
$288K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-82- 0.66% |
$9.8K - $10.7K
|
12.4K
$2.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-87- 1.06% |
$10.4K - $11.4K
|
8.16K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-88- 1.45% |
$10.5K - $11.5K
|
5.98K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-89- 5.45% |
$10.6K - $11.6K
|
1.55K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-89- 4.52% |
$10.6K - $11.6K
|
1.88K
$330K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-100- 14.29% |
$12K - $13.1K
|
600
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-100- 3.2% |
$12K - $13.1K
|
3.02K
$532K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 12.35% |
$12K - $13.1K
|
710
$125K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-103- 1.33% |
$12.3K - $13.5K
|
7.66K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-106- 0.56% |
$12.7K - $13.9K
|
18.9K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-109- 7.24% |
$13K - $14.3K
|
1.4K
$246K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-112- 0.69% |
$13.4K - $14.7K
|
16.1K
$2.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-115- 20.83% |
$13.8K - $15K
|
437
$76.9K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-116- 15.61% |
$13.9K - $15.2K
|
627
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-116- 5.04% |
$13.9K - $15.2K
|
2.19K
$384K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-117- 6.07% |
$14K - $15.3K
|
1.81K
$318K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-120- 5.91% |
$14.3K - $15.7K
|
1.91K
$336K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-124- 2.14% |
$14.8K - $16.2K
|
5.67K
$998K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-126- 5.93% |
$15.1K - $16.5K
|
2K
$351K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-126- 6.05% |
$15.1K - $16.5K
|
1.96K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-127- 17.84% |
$15.2K - $16.6K
|
585
$103K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-128- 2.64% |
$15.3K - $16.7K
|
4.72K
$830K
|