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 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
12+ 66.67% |
$1.43K - $1.57K
|
30
$6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 1.97% |
$1.43K - $1.57K
|
622
$124K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
10+ 0.32% |
$1.2K - $1.31K
|
3.11K
$622K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$1.2K - $1.31K
|
10
$2K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.5% |
$957 - $1.05K
|
1.61K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8+ 0.46% |
$957 - $1.05K
|
1.73K
$346K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 6.9% |
$957 - $1.05K
|
124
$24.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
7+ 0.34% |
$837 - $916
|
2.06K
$411K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.67% |
$837 - $916
|
1.05K
$209K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$717 - $785
|
6
$1.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
5New |
$598 - $654
|
5
$1K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 3.33% |
$598 - $654
|
155
$31K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5+ 0.02% |
$598 - $654
|
22.4K
$4.48M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.36% |
$478 - $523
|
1.12K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 17.65% |
$359 - $392
|
20
$4K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.17% |
$359 - $392
|
1.77K
$354K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.89% |
$359 - $392
|
340
$68K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
3+ 0.12% |
$359 - $392
|
2.54K
$507K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.49% |
$359 - $392
|
610
$122K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 10.71% |
$359 - $392
|
31
$6.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.62% |
$239 - $262
|
323
$64.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$239 - $262
|
2.52K
$505K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 20.0% |
$239 - $262
|
12
$2.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$239 - $262
|
2
$400
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.16% |
$120 - $131
|
608
$122K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 4.55% |
$120 - $131
|
23
$4.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.35% |
$120 - $131
|
283
$56.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.58% |
$120 - $131
|
172
$34.4K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Gam Holding Ag
|
SELL
|
- |
-1- 0.05% |
$120 - $131
|
2.01K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1- 0.06% |
$120 - $131
|
1.64K
$329K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.25% |
$239 - $262
|
790
$158K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-3- 0.15% |
$359 - $392
|
1.99K
$398K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 1.28% |
$359 - $392
|
231
$46.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3- 0.1% |
$359 - $392
|
2.94K
$588K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3- 2.7% |
$359 - $392
|
108
$21.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 4.26% |
$478 - $523
|
90
$18K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5- 1.58% |
$598 - $654
|
311
$62.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-6- 12.24% |
$717 - $785
|
43
$8.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-6- 0.01% |
$717 - $785
|
41.1K
$8.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6- 0.36% |
$717 - $785
|
1.64K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-8- 0.16% |
$957 - $1.05K
|
5.07K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9- 0.45% |
$1.08K - $1.18K
|
2.01K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11- 0.5% |
$1.32K - $1.44K
|
2.19K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-12- 0.58% |
$1.43K - $1.57K
|
2.06K
$412K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-13- 0.22% |
$1.55K - $1.7K
|
5.94K
$1.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-14- 1.83% |
$1.67K - $1.83K
|
750
$150K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-15- 7.54% |
$1.79K - $1.96K
|
184
$36.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-15- 0.88% |
$1.79K - $1.96K
|
1.69K
$338K
|