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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-104- 2.04% |
$12.8K - $15.1K
|
5K
$880K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-104- 2.39% |
$12.8K - $15.1K
|
4.25K
$748K
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-105- 0.58% |
$13K - $15.2K
|
18K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-106- 0.19% |
$13.1K - $15.3K
|
55.6K
$9.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-107- 2.43% |
$13.2K - $15.5K
|
4.3K
$756K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-114- 2.77% |
$14.1K - $16.5K
|
4.01K
$704K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-115- 6.81% |
$14.2K - $16.6K
|
1.57K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-116- 0.82% |
$14.3K - $16.8K
|
14K
$2.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-121- 2.02% |
$14.9K - $17.5K
|
5.86K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-125- 3.7% |
$15.4K - $18.1K
|
3.26K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-127- 25.76% |
$15.7K - $18.4K
|
366
$64.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-130- 4.25% |
$16K - $18.8K
|
2.93K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-130- 4.07% |
$16K - $18.8K
|
3.06K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-130- 1.48% |
$16K - $18.8K
|
8.65K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-131- 7.11% |
$16.2K - $19K
|
1.71K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-134- 7.06% |
$16.5K - $19.4K
|
1.76K
$310K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-143- 4.12% |
$17.6K - $20.7K
|
3.33K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-144- 8.87% |
$17.8K - $20.8K
|
1.48K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-147- 5.6% |
$18.1K - $21.3K
|
2.48K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-149- 1.26% |
$18.4K - $21.6K
|
11.6K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-153- 2.6% |
$18.9K - $22.1K
|
5.73K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-158- 2.29% |
$19.5K - $22.9K
|
6.76K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-160- 8.36% |
$19.7K - $23.2K
|
1.75K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-160- 2.17% |
$19.7K - $23.2K
|
7.21K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-163- 7.46% |
$20.1K - $23.6K
|
2.02K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-166- 28.38% |
$20.5K - $24K
|
419
$73.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-186- 1.16% |
$23K - $26.9K
|
15.9K
$2.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-189- 10.06% |
$23.3K - $27.4K
|
1.69K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-190- 0.91% |
$23.4K - $27.5K
|
20.8K
$3.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-190- 67.14% |
$23.4K - $27.5K
|
93
$16.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-190- 1.08% |
$23.4K - $27.5K
|
17.4K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-195- 2.59% |
$24.1K - $28.2K
|
7.33K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-200- 4.78% |
$24.7K - $28.9K
|
3.98K
$701K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-200- 5.37% |
$24.7K - $28.9K
|
3.53K
$620K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.29% |
$24.7K - $28.9K
|
68.4K
$12M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-206- 0.79% |
$25.4K - $29.8K
|
25.9K
$4.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-221- 7.54% |
$27.3K - $32K
|
2.71K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-222- 1.76% |
$27.4K - $32.1K
|
12.4K
$2.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-223- 51.03% |
$27.5K - $32.3K
|
214
$37.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-230- 6.08% |
$28.4K - $33.3K
|
3.55K
$625K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-238- 0.52% |
$29.4K - $34.4K
|
45.6K
$8.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-246- 5.94% |
$30.4K - $35.6K
|
3.9K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-249- 4.11% |
$30.7K - $36K
|
5.82K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-264- 1.1% |
$32.6K - $38.2K
|
23.7K
$4.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-270- 1.74% |
$33.3K - $39.1K
|
15.2K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-272- 11.89% |
$33.6K - $39.4K
|
2.02K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-272- 6.24% |
$33.6K - $39.4K
|
4.08K
$718K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-275- 15.33% |
$33.9K - $39.8K
|
1.52K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-282- 4.09% |
$34.8K - $40.8K
|
6.62K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-285- 2.57% |
$35.2K - $41.2K
|
10.8K
$1.9M
|