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 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
57+ 1.45% |
$6.82K - $7.46K
|
4K
$710K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
57+ 1.16% |
$6.82K - $7.46K
|
4.96K
$880K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
57+ 3.43% |
$6.82K - $7.46K
|
1.72K
$305K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
52+ 0.36% |
$6.22K - $6.8K
|
14.4K
$2.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
50+ 2.25% |
$5.98K - $6.54K
|
2.27K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
49+ 2.15% |
$5.86K - $6.41K
|
2.32K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
48+ 1.42% |
$5.74K - $6.28K
|
3.42K
$607K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
47+ 0.84% |
$5.62K - $6.15K
|
5.64K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
47+ 1.68% |
$5.62K - $6.15K
|
2.84K
$504K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
46New |
$5.5K - $6.02K
|
46
$8.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
45New |
$5.38K - $5.89K
|
45
$7.99K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
45+ 1.24% |
$5.38K - $5.89K
|
3.67K
$651K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
44+ 146.67% |
$5.26K - $5.76K
|
74
$13.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41+ 105.13% |
$4.9K - $5.36K
|
80
$14.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
41+ 1.03% |
$4.9K - $5.36K
|
4.03K
$716K
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
40+ 2.56% |
$4.78K - $5.23K
|
1.6K
$285K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
40New |
$4.78K - $5.23K
|
40
$7.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
40+ 0.5% |
$4.78K - $5.23K
|
7.97K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
39+ 0.5% |
$4.66K - $5.1K
|
7.78K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36+ 25.53% |
$4.3K - $4.71K
|
177
$31.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
36+ 3.73% |
$4.3K - $4.71K
|
1K
$178K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35+ 29.66% |
$4.18K - $4.58K
|
153
$27.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
35+ 0.26% |
$4.18K - $4.58K
|
13.4K
$2.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
33+ 1.02% |
$3.95K - $4.32K
|
3.26K
$579K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33+ 89.19% |
$3.95K - $4.32K
|
70
$12.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
32+ 0.49% |
$3.83K - $4.19K
|
6.56K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
31+ 40.79% |
$3.71K - $4.06K
|
107
$19K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31+ 1.99% |
$3.71K - $4.06K
|
1.59K
$283K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30+ 1.56% |
$3.59K - $3.92K
|
1.96K
$348K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30+ 1.56% |
$3.59K - $3.92K
|
1.96K
$348K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26+ 1.47% |
$3.11K - $3.4K
|
1.79K
$319K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$2.99K - $3.27K
|
25
$4.44K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
25+ 166.67% |
$2.99K - $3.27K
|
40
$7.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
25+ 1.28% |
$2.99K - $3.27K
|
1.98K
$352K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
23+ 0.67% |
$2.75K - $3.01K
|
3.47K
$617K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
21+ 35.0% |
$2.51K - $2.75K
|
81
$14.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
20+ 1.12% |
$2.39K - $2.62K
|
1.8K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
20+ 16.0% |
$2.39K - $2.62K
|
145
$25.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
20New |
$2.39K - $2.62K
|
20
$3.55K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
17+ 20.48% |
$2.03K - $2.22K
|
100
$17.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
15+ 0.07% |
$1.79K - $1.96K
|
22.2K
$3.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
13New |
$1.55K - $1.7K
|
13
$2.31K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
12+ 66.67% |
$1.43K - $1.57K
|
30
$5.33K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 1.97% |
$1.43K - $1.57K
|
622
$110K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
10+ 0.32% |
$1.2K - $1.31K
|
3.11K
$552K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$1.2K - $1.31K
|
10
$1.78K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 6.9% |
$957 - $1.05K
|
124
$22K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8+ 0.46% |
$957 - $1.05K
|
1.73K
$308K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.5% |
$957 - $1.05K
|
1.61K
$286K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
7+ 0.34% |
$837 - $916
|
2.06K
$365K
|