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 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
150New |
$17.9K - $19.6K
|
150
$29.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
149+ 0.15% |
$17.8K - $19.5K
|
99.2K
$19.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
139+ 0.24% |
$16.6K - $18.2K
|
58.5K
$11.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
135New |
$16.1K - $17.7K
|
135
$26.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
133+ 147.78% |
$15.9K - $17.4K
|
223
$44K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
126+ 103.28% |
$15.1K - $16.5K
|
248
$49K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
126+ 5.02% |
$15.1K - $16.5K
|
2.64K
$520K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
125+ 26.71% |
$14.9K - $16.4K
|
593
$117K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
123+ 5.48% |
$14.7K - $16.1K
|
2.37K
$467K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
121New |
$14.5K - $15.8K
|
121
$23.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
119+ 0.43% |
$14.2K - $15.6K
|
27.8K
$5.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
119+ 0.54% |
$14.2K - $15.6K
|
22K
$4.35M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
118+ 1.02% |
$14.1K - $15.4K
|
11.7K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
110+ 2.83% |
$13.2K - $14.4K
|
4K
$790K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
108+ 1.01% |
$12.9K - $14.1K
|
10.8K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
105+ 6.15% |
$12.6K - $13.7K
|
1.81K
$358K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
105New |
$12.6K - $13.7K
|
105
$20.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
102+ 1.01% |
$12.2K - $13.3K
|
10.2K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 1.68% |
$12.2K - $13.3K
|
6.17K
$1.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
100New |
$12K - $13.1K
|
100
$19.8K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.15% |
$12K - $13.1K
|
68.6K
$13.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.47% |
$12K - $13.1K
|
21.5K
$4.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
99+ 1.49% |
$11.8K - $13K
|
6.74K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
99+ 0.35% |
$11.8K - $13K
|
28.3K
$5.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
98+ 1.81% |
$11.7K - $12.8K
|
5.51K
$1.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
95+ 72.52% |
$11.4K - $12.4K
|
226
$44.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
95+ 1.67% |
$11.4K - $12.4K
|
5.79K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
95+ 0.54% |
$11.4K - $12.4K
|
17.7K
$3.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
94+ 5.89% |
$11.2K - $12.3K
|
1.69K
$334K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
93+ 2.77% |
$11.1K - $12.2K
|
3.45K
$681K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
93New |
$11.1K - $12.2K
|
93
$18.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
93+ 4.08% |
$11.1K - $12.2K
|
2.37K
$468K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
89+ 4.32% |
$10.6K - $11.6K
|
2.15K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
89+ 0.99% |
$10.6K - $11.6K
|
9.1K
$1.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
88+ 0.16% |
$10.5K - $11.5K
|
55.3K
$10.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
84+ 0.93% |
$10K - $11K
|
9.14K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
83+ 0.71% |
$9.92K - $10.9K
|
11.8K
$2.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
79+ 395.0% |
$9.45K - $10.3K
|
99
$19.6K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
76+ 24.44% |
$9.09K - $9.94K
|
387
$76.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
71New |
$8.49K - $9.29K
|
71
$14K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
69+ 1.15% |
$8.25K - $9.03K
|
6.07K
$1.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
68+ 2.69% |
$8.13K - $8.9K
|
2.6K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
67+ 2.02% |
$8.01K - $8.76K
|
3.38K
$668K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
67New |
$8.01K - $8.76K
|
67
$13.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
66+ 4.21% |
$7.89K - $8.63K
|
1.64K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
65New |
$7.77K - $8.5K
|
65
$12.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
65+ 1.78% |
$7.77K - $8.5K
|
3.72K
$734K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
59+ 1.53% |
$7.05K - $7.72K
|
3.92K
$775K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
58+ 2.68% |
$6.94K - $7.59K
|
2.22K
$439K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
58+ 3.15% |
$6.94K - $7.59K
|
1.9K
$375K
|