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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-129- 5.86% |
$15.4K - $16.9K
|
2.07K
$364K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-135- 42.32% |
$16.1K - $17.7K
|
184
$32.4K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-136- 3.4% |
$16.3K - $17.8K
|
3.86K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-139- 2.66% |
$16.6K - $18.2K
|
5.09K
$895K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-142- 5.11% |
$17K - $18.6K
|
2.64K
$464K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-145- 3.39% |
$17.3K - $19K
|
4.13K
$727K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-148- 7.64% |
$17.7K - $19.4K
|
1.79K
$314K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-153- 6.8% |
$18.3K - $20K
|
2.1K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-153- 3.39% |
$18.3K - $20K
|
4.36K
$766K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-158- 14.98% |
$18.9K - $20.7K
|
897
$158K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-160- 86.49% |
$19.1K - $20.9K
|
25
$4.4K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-166- 2.62% |
$19.8K - $21.7K
|
6.16K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-169- 2.05% |
$20.2K - $22.1K
|
8.08K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-189- 9.73% |
$22.6K - $24.7K
|
1.75K
$308K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-195- 3.26% |
$23.3K - $25.5K
|
5.78K
$1.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-196- 8.65% |
$23.4K - $25.6K
|
2.07K
$364K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-200- 50.0% |
$23.9K - $26.2K
|
200
$35.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-201- 46.85% |
$24K - $26.3K
|
228
$40.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-206- 5.49% |
$24.6K - $26.9K
|
3.55K
$623K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-209- 2.32% |
$25K - $27.3K
|
8.78K
$1.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-211- 0.65% |
$25.2K - $27.6K
|
32.3K
$5.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-219- 1.67% |
$26.2K - $28.6K
|
12.9K
$2.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-220- 2.49% |
$26.3K - $28.8K
|
8.61K
$1.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-223- 17.02% |
$26.7K - $29.2K
|
1.09K
$191K
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-230- 1.09% |
$27.5K - $30.1K
|
21K
$3.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-230- 1.46% |
$27.5K - $30.1K
|
15.5K
$2.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-239- 3.98% |
$28.6K - $31.3K
|
5.76K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-250- 50.0% |
$29.9K - $32.7K
|
250
$44K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-252- 4.12% |
$30.1K - $33K
|
5.86K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Water Island Capital LLC
New York, NY |
SELL
|
- |
-266- 2.55% |
$31.8K - $34.8K
|
10.2K
$1.79M
|
|
|
Nov 14, 2024
Q2 2024
|
Water Island Capital LLC
New York, NY |
SELL
|
- |
-266- 2.55% |
$31.8K - $34.8K
|
10.2K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-267- 4.97% |
$31.9K - $34.9K
|
5.11K
$899K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-268- 6.42% |
$32K - $35.1K
|
3.91K
$687K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-269- 14.29% |
$32.2K - $35.2K
|
1.61K
$284K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-278- 15.16% |
$33.2K - $36.4K
|
1.56K
$274K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-279- 1.15% |
$33.4K - $36.5K
|
24K
$4.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-279- 1.91% |
$33.4K - $36.5K
|
14.4K
$2.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-284- 6.42% |
$34K - $37.2K
|
4.14K
$728K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-284- 7.65% |
$34K - $37.2K
|
3.43K
$603K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-285- 2.15% |
$34.1K - $37.3K
|
13K
$2.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 6.06% |
$35.9K - $39.2K
|
4.65K
$818K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-303- 3.37% |
$36.2K - $39.6K
|
8.69K
$1.53M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-312- 7.12% |
$37.3K - $40.8K
|
4.07K
$715K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-344- 5.03% |
$41.1K - $45K
|
6.5K
$1.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-357- 12.72% |
$42.7K - $46.7K
|
2.45K
$431K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-360- 0.9% |
$43K - $47.1K
|
39.7K
$6.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-378- 9.71% |
$45.2K - $49.4K
|
3.51K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-380- 2.95% |
$45.4K - $49.7K
|
12.5K
$2.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-381- 12.16% |
$45.6K - $49.8K
|
2.75K
$484K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-383- 3.86% |
$45.8K - $50.1K
|
9.55K
$1.68M
|