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 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
1.69K+ 3.33% |
$202K - $221K
|
52.4K
$10.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.69KNew |
$202K - $221K
|
1.69K
$334K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.64KNew |
$196K - $215K
|
1.64K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.62KNew |
$194K - $212K
|
1.62K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.6K+ 4.84% |
$191K - $209K
|
34.6K
$6.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.57KNew |
$187K - $205K
|
1.57K
$309K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.55K+ 9.63% |
$185K - $202K
|
17.6K
$3.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.49K+ 18662.5% |
$179K - $195K
|
1.5K
$296K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.41K+ 67.17% |
$169K - $184K
|
3.51K
$693K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.38K+ 11.4% |
$165K - $180K
|
13.5K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.37K+ 4713.79% |
$163K - $179K
|
1.4K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.35K+ 11.83% |
$161K - $176K
|
12.8K
$2.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.3K+ 1477.27% |
$155K - $170K
|
1.39K
$274K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.25KNew |
$149K - $164K
|
1.25K
$247K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.24K+ 21.64% |
$148K - $162K
|
6.96K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.22K+ 11.21% |
$146K - $159K
|
12.1K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.17K+ 0.68% |
$139K - $152K
|
172K
$34M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 13.67% |
$136K - $149K
|
9.45K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.13KNew |
$135K - $148K
|
1.13K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.1K+ 7.4% |
$132K - $144K
|
16K
$3.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.09K+ 2.49% |
$130K - $142K
|
44.6K
$8.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.02K+ 3.32% |
$122K - $133K
|
31.7K
$6.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
906+ 1.44% |
$108K - $119K
|
64K
$12.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
885+ 1.09% |
$106K - $116K
|
82K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
856+ 48.58% |
$102K - $112K
|
2.62K
$517K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
835+ 61.99% |
$99.8K - $109K
|
2.18K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
831+ 73.74% |
$99.4K - $109K
|
1.96K
$387K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
818+ 12.43% |
$97.8K - $107K
|
7.4K
$1.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
810+ 15.83% |
$96.9K - $106K
|
5.93K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
797+ 4.64% |
$95.3K - $104K
|
18K
$3.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
771New |
$92.2K - $101K
|
771
$152K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
733+ 16.85% |
$87.6K - $95.9K
|
5.08K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
721+ 3.22% |
$86.2K - $94.3K
|
23.1K
$4.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
697+ 22.11% |
$83.3K - $91.2K
|
3.85K
$760K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
691+ 35.26% |
$82.6K - $90.4K
|
2.65K
$524K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
628+ 268.38% |
$75.1K - $82.1K
|
862
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
627+ 10.46% |
$75K - $82K
|
6.62K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
623+ 0.65% |
$74.5K - $81.5K
|
96.3K
$19M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
616+ 27.16% |
$73.7K - $80.6K
|
2.88K
$570K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
600+ 0.4% |
$71.7K - $78.5K
|
151K
$29.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
591+ 27.92% |
$70.7K - $77.3K
|
2.71K
$535K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
575+ 10.12% |
$68.8K - $75.2K
|
6.26K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
568+ 6.83% |
$67.9K - $74.3K
|
8.89K
$1.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
558+ 53.5% |
$66.7K - $73K
|
1.6K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
554+ 152.62% |
$66.2K - $72.5K
|
917
$181K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
549+ 0.8% |
$65.6K - $71.8K
|
69.5K
$13.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
525+ 23.73% |
$62.8K - $68.7K
|
2.74K
$541K
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
523+ 0.22% |
$62.5K - $68.4K
|
241K
$47.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
509+ 21.69% |
$60.9K - $66.6K
|
2.86K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
491+ 1.14% |
$58.7K - $64.2K
|
43.6K
$8.6M
|