Purchases and Sales Made in Q3 2024 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-21- 0.74% |
$2.59K - $3.04K
|
2.82K
$496K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-23- 12.99% |
$2.84K - $3.33K
|
154
$27.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24- 1.06% |
$2.96K - $3.47K
|
2.25K
$395K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-24- 1.01% |
$2.96K - $3.47K
|
2.35K
$413K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-24- 3.93% |
$2.96K - $3.47K
|
586
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-25- 0.42% |
$3.09K - $3.62K
|
5.92K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30- 2.58% |
$3.7K - $4.34K
|
1.13K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-31- 28.97% |
$3.83K - $4.49K
|
76
$13.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-33- 0.6% |
$4.07K - $4.78K
|
5.47K
$961K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-34- 5.56% |
$4.2K - $4.92K
|
577
$101K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-35- 1.29% |
$4.32K - $5.07K
|
2.67K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-36- 0.27% |
$4.44K - $5.21K
|
13.3K
$2.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-39- 0.7% |
$4.81K - $5.64K
|
5.56K
$978K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-40- 1.65% |
$4.94K - $5.79K
|
2.38K
$419K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-41- 1.55% |
$5.06K - $5.93K
|
2.6K
$458K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-41- 1.29% |
$5.06K - $5.93K
|
3.13K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-42- 0.62% |
$5.18K - $6.08K
|
6.7K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-43- 1.22% |
$5.31K - $6.22K
|
3.47K
$610K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-43- 1.23% |
$5.31K - $6.22K
|
3.47K
$610K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-48- 22.97% |
$5.92K - $6.95K
|
161
$28.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-51- 1.03% |
$6.29K - $7.38K
|
4.9K
$862K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-54- 0.25% |
$6.66K - $7.81K
|
21.4K
$3.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-55- 2.78% |
$6.79K - $7.96K
|
1.92K
$338K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-55- 12.09% |
$6.79K - $7.96K
|
400
$70.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-58- 2.11% |
$7.16K - $8.39K
|
2.69K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-58- 2.53% |
$7.16K - $8.39K
|
2.23K
$393K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-60- 0.03% |
$7.4K - $8.68K
|
213K
$37.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-61- 0.25% |
$7.53K - $8.83K
|
24.6K
$4.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-61- 0.21% |
$7.53K - $8.83K
|
29K
$5.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-62- 2.78% |
$7.65K - $8.97K
|
2.17K
$381K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-62- 9.89% |
$7.65K - $8.97K
|
565
$99.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-62- 6.19% |
$7.65K - $8.97K
|
940
$165K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-63- 78.75% |
$7.77K - $9.12K
|
17
$2.99K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-65- 0.5% |
$8.02K - $9.41K
|
12.9K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-66- 0.65% |
$8.15K - $9.55K
|
10.1K
$1.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-68- 2.62% |
$8.39K - $9.84K
|
2.53K
$445K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-69- 0.13% |
$8.52K - $9.99K
|
52.4K
$9.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-70- 38.04% |
$8.64K - $10.1K
|
114
$20K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-75- 25.86% |
$9.26K - $10.9K
|
215
$37.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-75- 0.83% |
$9.26K - $10.9K
|
9.01K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-77- 2.9% |
$9.5K - $11.1K
|
2.58K
$454K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-79- 2.87% |
$9.75K - $11.4K
|
2.67K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-80- 1.74% |
$9.87K - $11.6K
|
4.51K
$793K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-81- 2.15% |
$10K - $11.7K
|
3.68K
$648K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-90- 4.35% |
$11.1K - $13K
|
1.98K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-94- 3.56% |
$11.6K - $13.6K
|
2.54K
$447K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-98- 1.16% |
$12.1K - $14.2K
|
8.37K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 2.12% |
$12.3K - $14.5K
|
4.62K
$813K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 43.86% |
$12.3K - $14.5K
|
128
$22.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.7% |
$12.3K - $14.5K
|
14.1K
$2.48M
|