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
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
490+ 16.59% |
$58.6K - $64.1K
|
3.44K
$680K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
480+ 31.31% |
$57.4K - $62.8K
|
2.01K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
464+ 2.23% |
$55.5K - $60.7K
|
21.3K
$4.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
454+ 16.05% |
$54.3K - $59.4K
|
3.28K
$648K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
441+ 16.21% |
$52.7K - $57.7K
|
3.16K
$624K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
425+ 14.72% |
$50.8K - $55.6K
|
3.31K
$654K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
422+ 19.15% |
$50.5K - $55.2K
|
2.63K
$519K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
421+ 5.23% |
$50.3K - $55.1K
|
8.47K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
415+ 10.0% |
$49.6K - $54.3K
|
4.57K
$902K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
405+ 116.38% |
$48.4K - $53K
|
753
$149K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
368New |
$44K - $48.1K
|
368
$72.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
368+ 25.43% |
$44K - $48.1K
|
1.82K
$358K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
350+ 5.12% |
$41.8K - $45.8K
|
7.19K
$1.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
340+ 3.61% |
$40.7K - $44.5K
|
9.75K
$1.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
339+ 5.14% |
$40.5K - $44.3K
|
6.93K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
327+ 0.42% |
$39.1K - $42.8K
|
77.9K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
311+ 5.67% |
$37.2K - $40.7K
|
5.8K
$1.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
302+ 111.85% |
$36.1K - $39.5K
|
572
$113K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
300+ 35.13% |
$35.9K - $39.2K
|
1.15K
$228K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
288+ 279.61% |
$34.4K - $37.7K
|
391
$77.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
284+ 2.86% |
$34K - $37.2K
|
10.2K
$2.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
283+ 4.2% |
$33.8K - $37K
|
7.03K
$1.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
282+ 1.1% |
$33.7K - $36.9K
|
26K
$5.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
276+ 2.04% |
$33K - $36.1K
|
13.8K
$2.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
258+ 0.58% |
$30.8K - $33.7K
|
45K
$8.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
243+ 13.61% |
$29.1K - $31.8K
|
2.03K
$401K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
240+ 4.63% |
$28.7K - $31.4K
|
5.42K
$1.07M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
239+ 14.27% |
$28.6K - $31.3K
|
1.91K
$378K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
235+ 4.83% |
$28.1K - $30.7K
|
5.1K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
215+ 9.09% |
$25.7K - $28.1K
|
2.58K
$509K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
213+ 23.51% |
$25.5K - $27.9K
|
1.12K
$221K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
208+ 0.72% |
$24.9K - $27.2K
|
29K
$5.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
207+ 2.84% |
$24.8K - $27.1K
|
7.51K
$1.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
201+ 4.78% |
$24K - $26.3K
|
4.41K
$870K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
197New |
$23.6K - $25.8K
|
197
$38.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
195+ 348.21% |
$23.3K - $25.5K
|
251
$49.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
189+ 3.55% |
$22.6K - $24.7K
|
5.51K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
186+ 2.04% |
$22.2K - $24.3K
|
9.3K
$1.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
182+ 0.73% |
$21.8K - $23.8K
|
25.1K
$4.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
182+ 11.19% |
$21.8K - $23.8K
|
1.81K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
182+ 2.71% |
$21.8K - $23.8K
|
6.9K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
177+ 42.75% |
$21.2K - $23.2K
|
591
$117K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
171+ 0.25% |
$20.4K - $22.4K
|
68.9K
$13.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
162+ 3.86% |
$19.4K - $21.2K
|
4.36K
$861K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
161+ 6.96% |
$19.3K - $21.1K
|
2.47K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
160+ 5.62% |
$19.1K - $20.9K
|
3.01K
$594K
|
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
158+ 1.1% |
$18.9K - $20.7K
|
14.6K
$2.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
156+ 7.46% |
$18.7K - $20.4K
|
2.25K
$444K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
156+ 43.94% |
$18.7K - $20.4K
|
511
$101K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
151New |
$18.1K - $19.8K
|
151
$29.8K
|