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
|
Banco Santander, S.A.
|
BUY
|
- |
1.78KNew |
$219K - $257K
|
1.78K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
1.76KNew |
$217K - $254K
|
1.76K
$312K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.69KNew |
$208K - $244K
|
1.69K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.67K+ 48.62% |
$207K - $242K
|
5.12K
$909K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.65KNew |
$204K - $239K
|
1.65K
$294K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.65KNew |
$203K - $238K
|
1.65K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.62KNew |
$199K - $234K
|
1.62K
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.61KNew |
$199K - $233K
|
1.61K
$286K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.6K+ 458.45% |
$197K - $232K
|
1.95K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.59K+ 1.57% |
$196K - $230K
|
103K
$18.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.54K+ 14.62% |
$191K - $223K
|
12.1K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.51KNew |
$186K - $218K
|
1.51K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.49K+ 16.75% |
$184K - $215K
|
10.4K
$1.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.47K+ 17.06% |
$181K - $213K
|
10.1K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.46KNew |
$180K - $211K
|
1.46K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.46KNew |
$180K - $211K
|
1.46K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.46KNew |
$180K - $211K
|
1.46K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.45KNew |
$179K - $210K
|
1.45K
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.45KNew |
$179K - $210K
|
1.45K
$258K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.43K+ 2.47% |
$177K - $208K
|
59.5K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.43KNew |
$177K - $207K
|
1.43K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.43K+ 69.45% |
$176K - $207K
|
3.49K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.4K+ 2.5% |
$173K - $203K
|
57.4K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.36K+ 9.42% |
$168K - $197K
|
15.8K
$2.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.32K+ 2.95% |
$163K - $191K
|
46K
$8.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.3K+ 3.06% |
$160K - $188K
|
43.8K
$7.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.2K+ 3.38% |
$148K - $174K
|
36.7K
$6.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.14K+ 2.62% |
$141K - $165K
|
44.7K
$7.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.12K+ 49.14% |
$138K - $162K
|
3.4K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.05K+ 11.77% |
$130K - $152K
|
9.97K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.04K+ 5.07% |
$128K - $150K
|
21.5K
$3.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
982New |
$121K - $142K
|
982
$174K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
958+ 7.65% |
$118K - $139K
|
13.5K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
942+ 6.99% |
$116K - $136K
|
14.4K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
940+ 6.46% |
$116K - $136K
|
15.5K
$2.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
916+ 8.01% |
$113K - $133K
|
12.4K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
915+ 8.72% |
$113K - $132K
|
11.4K
$2.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
913+ 55.84% |
$113K - $132K
|
2.55K
$453K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
912+ 10.49% |
$113K - $132K
|
9.6K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
905New |
$112K - $131K
|
905
$161K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
900+ 27.17% |
$111K - $130K
|
4.21K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
900+ 5.09% |
$111K - $130K
|
18.6K
$3.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
895+ 47.63% |
$110K - $130K
|
2.77K
$493K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
895+ 0.97% |
$110K - $130K
|
93K
$16.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
886+ 22.59% |
$109K - $128K
|
4.81K
$854K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
855+ 17.42% |
$106K - $124K
|
5.76K
$1.02M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
842+ 15.69% |
$104K - $122K
|
6.21K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
807+ 4.49% |
$99.6K - $117K
|
18.8K
$3.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
803+ 2.32% |
$99.1K - $116K
|
35.4K
$6.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
800+ 0.11% |
$98.7K - $116K
|
744K
$132M
|