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 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-868- 4.15% |
$107K - $126K
|
20.1K
$3.53M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-890- 23.94% |
$110K - $129K
|
2.83K
$497K
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-904- 21.88% |
$112K - $131K
|
3.23K
$568K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-969- 1.1% |
$120K - $140K
|
86.9K
$15.3M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-978- 8.11% |
$121K - $142K
|
11.1K
$1.95M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-985- 4.74% |
$122K - $143K
|
19.8K
$3.48M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-997- 21.18% |
$123K - $144K
|
3.71K
$653K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.02K- 11.72% |
$126K - $147K
|
7.67K
$1.35M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.07K- 5.02% |
$132K - $154K
|
20.2K
$3.55M
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.07K- 5.24% |
$132K - $155K
|
19.4K
$3.41M
|
|
Nov 14, 2024
Q3 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-1.09K- 2.94% |
$134K - $157K
|
35.9K
$6.31M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.1K- 0.62% |
$136K - $160K
|
176K
$31M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.18K- 4.65% |
$145K - $170K
|
24.1K
$4.25M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.19K- 11.29% |
$147K - $172K
|
9.34K
$1.64M
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.19K- 3.3% |
$147K - $172K
|
34.9K
$6.13M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.2K- 3.66% |
$148K - $174K
|
31.6K
$5.56M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.21K- 3.18% |
$149K - $175K
|
36.8K
$6.47M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.23K- 4.47% |
$152K - $179K
|
26.4K
$4.64M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.25K- 18.02% |
$155K - $181K
|
5.71K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 55.71% |
$163K - $191K
|
1.05K
$184K
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.32K- 12.45% |
$163K - $191K
|
9.28K
$1.63M
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.33K- 17.41% |
$165K - $193K
|
6.33K
$1.11M
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.34K- 2.28% |
$165K - $193K
|
57.2K
$10.1M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.37K- 43.26% |
$169K - $198K
|
1.79K
$316K
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.39K- 7.38% |
$172K - $202K
|
17.5K
$3.08M
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.41K- 14.16% |
$174K - $204K
|
8.57K
$1.51M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.45K- 47.51% |
$179K - $210K
|
1.6K
$282K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.46K- 3.35% |
$180K - $211K
|
42.1K
$7.4M
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.56K- 2.34% |
$193K - $226K
|
65.3K
$11.5M
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.57K- 99.68% |
$194K - $227K
|
5
$879
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.58K- 0.46% |
$195K - $229K
|
340K
$59.8M
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.7K- 3.79% |
$210K - $246K
|
43.2K
$7.59M
|
|
Nov 08, 2024
Q3 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-1.8K- 6.34% |
$222K - $260K
|
26.6K
$4.68M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.89K- 31.13% |
$233K - $273K
|
4.18K
$735K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.89K- 49.97% |
$233K - $274K
|
1.89K
$333K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.04K- 22.56% |
$252K - $295K
|
7K
$1.23M
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-2.14K- 26.37% |
$264K - $309K
|
5.97K
$1.05M
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.16K- 5.46% |
$266K - $312K
|
37.4K
$6.57M
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.22K- 1.62% |
$274K - $321K
|
135K
$23.7M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.23K- 31.29% |
$275K - $322K
|
4.89K
$859K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.36K- 2.45% |
$291K - $342K
|
94K
$16.5M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.36K- 3.21% |
$292K - $342K
|
71.3K
$12.5M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.4K- 4.03% |
$296K - $347K
|
57K
$10M
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.4K- 2.44% |
$296K - $347K
|
95.9K
$16.9M
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.45K- 13.19% |
$302K - $354K
|
16.1K
$2.83M
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.5K- 0.74% |
$308K - $361K
|
334K
$58.7M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.62K- 41.46% |
$323K - $378K
|
3.69K
$649K
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.65K- 5.62% |
$327K - $383K
|
44.5K
$7.82M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.68K- 9.64% |
$331K - $388K
|
25.1K
$4.42M
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-2.73K- 2.4% |
$336K - $394K
|
111K
$19.5M
|