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 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-344- 5.03% |
$41.1K - $45K
|
6.5K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-357- 12.72% |
$42.7K - $46.7K
|
2.45K
$422K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-360- 0.9% |
$43K - $47.1K
|
39.7K
$6.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-378- 9.71% |
$45.2K - $49.4K
|
3.51K
$605K
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-380- 2.95% |
$45.4K - $49.7K
|
12.5K
$2.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-381- 12.16% |
$45.6K - $49.8K
|
2.75K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-383- 3.86% |
$45.8K - $50.1K
|
9.55K
$1.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-385- 1.21% |
$46K - $50.4K
|
31.3K
$5.4M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-387- 7.04% |
$46.3K - $50.6K
|
5.11K
$880K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.74% |
$47.8K - $52.3K
|
14.2K
$2.45M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-406- 15.19% |
$48.5K - $53.1K
|
2.27K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-414- 0.79% |
$49.5K - $54.2K
|
51.9K
$8.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-414- 1.35% |
$49.5K - $54.2K
|
30.2K
$5.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-417- 1.91% |
$49.9K - $54.5K
|
21.4K
$3.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-433- 1.63% |
$51.8K - $56.6K
|
26.2K
$4.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-434- 0.23% |
$51.9K - $56.8K
|
189K
$32.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-473- 0.54% |
$56.6K - $61.9K
|
87.9K
$15.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-479- 9.61% |
$57.3K - $62.7K
|
4.5K
$776K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-524- 1.55% |
$62.7K - $68.5K
|
33.2K
$5.72M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-525- 11.71% |
$62.8K - $68.7K
|
3.96K
$682K
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
SELL
|
- |
-533- 1.69% |
$63.7K - $69.7K
|
31K
$5.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-553- 55.08% |
$66.1K - $72.3K
|
451
$77.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-577- 2.11% |
$69K - $75.5K
|
26.8K
$4.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-614- 1.54% |
$73.4K - $80.3K
|
39.3K
$6.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-620- 0.95% |
$74.1K - $81.1K
|
64.5K
$11.1M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-625- 0.36% |
$74.7K - $81.8K
|
172K
$29.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-633- 17.14% |
$75.7K - $82.8K
|
3.06K
$527K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-652- 2.51% |
$78K - $85.3K
|
25.3K
$4.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-664- 11.01% |
$79.4K - $86.9K
|
5.37K
$925K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-664- 1.95% |
$79.4K - $86.9K
|
33.4K
$5.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-681- 4.0% |
$81.4K - $89.1K
|
16.3K
$2.81M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-681- 6.7% |
$81.4K - $89.1K
|
9.49K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-695- 17.19% |
$83.1K - $90.9K
|
3.35K
$577K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-696- 9.81% |
$83.2K - $91K
|
6.4K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-730- 0.77% |
$87.3K - $95.5K
|
94.6K
$16.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-770- 7.27% |
$92.1K - $101K
|
9.83K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-792- 6.16% |
$94.7K - $104K
|
12.1K
$2.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-800- 11.43% |
$95.7K - $105K
|
6.2K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-810- 4.29% |
$96.9K - $106K
|
18.1K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-829- 10.46% |
$99.1K - $108K
|
7.1K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-833- 3.65% |
$99.6K - $109K
|
22K
$3.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-847- 6.89% |
$101K - $111K
|
11.4K
$1.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-857- 6.85% |
$102K - $112K
|
11.7K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-863- 1.85% |
$103K - $113K
|
45.9K
$7.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-880- 3.55% |
$105K - $115K
|
23.9K
$4.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-882- 96.92% |
$105K - $115K
|
28
$4.83K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-911- 9.32% |
$109K - $119K
|
8.86K
$1.53M
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-917- 96.12% |
$110K - $120K
|
37
$6.38K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-930- 0.75% |
$111K - $122K
|
123K
$21.3M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-943- 3.35% |
$113K - $123K
|
27.2K
$4.69M
|