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 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
290+ 9.67% |
$35.8K - $42K
|
3.29K
$584K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
290+ 12.5% |
$35.8K - $42K
|
2.61K
$464K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
290+ 16.74% |
$35.8K - $42K
|
2.02K
$359K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
286+ 16.25% |
$35.3K - $41.4K
|
2.05K
$363K
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
286+ 5.58% |
$35.3K - $41.4K
|
5.41K
$961K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
282+ 37.45% |
$34.8K - $40.8K
|
1.04K
$184K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
282+ 4.01% |
$34.8K - $40.8K
|
7.31K
$1.3M
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
279+ 7.45% |
$34.4K - $40.4K
|
4.03K
$715K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
278+ 6.19% |
$34.3K - $40.2K
|
4.77K
$847K
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
277+ 14.11% |
$34.2K - $40.1K
|
2.24K
$398K
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
275+ 11.11% |
$33.9K - $39.8K
|
2.75K
$488K
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
275+ 2.35% |
$33.9K - $39.8K
|
12K
$2.12M
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
273+ 3.53% |
$33.7K - $39.5K
|
8.02K
$1.42M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
269New |
$33.2K - $38.9K
|
269
$47.8K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
263+ 4.44% |
$32.5K - $38.1K
|
6.19K
$1.1M
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
257New |
$31.7K - $37.2K
|
257
$45.6K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
255+ 1.97% |
$31.5K - $36.9K
|
13.2K
$2.34M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
244+ 6.67% |
$30.1K - $35.3K
|
3.9K
$693K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
243New |
$30K - $35.2K
|
243
$43.2K
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
243+ 2.98% |
$30K - $35.2K
|
8.4K
$1.49M
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
243+ 0.54% |
$30K - $35.2K
|
45.3K
$8.04M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
242+ 4.13% |
$29.9K - $35K
|
6.1K
$1.08M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
235+ 12.0% |
$29K - $34K
|
2.19K
$389K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
234+ 13.43% |
$28.9K - $33.9K
|
1.98K
$351K
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
233+ 2.77% |
$28.8K - $33.7K
|
8.64K
$1.53M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
229+ 38.62% |
$28.3K - $33.1K
|
822
$146K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
226New |
$27.9K - $32.7K
|
226
$40.1K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
218New |
$26.9K - $31.5K
|
218
$38.7K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
217+ 6.27% |
$26.8K - $31.4K
|
3.68K
$653K
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
215+ 0.03% |
$26.5K - $31.1K
|
620K
$110M
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
214New |
$26.4K - $31K
|
214
$38K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
204+ 4.47% |
$25.2K - $29.5K
|
4.77K
$847K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
202+ 2.92% |
$24.9K - $29.2K
|
7.13K
$1.27M
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.49% |
$24.7K - $28.9K
|
41.3K
$7.34M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
195+ 17.43% |
$24.1K - $28.2K
|
1.31K
$233K
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
194+ 0.22% |
$23.9K - $28.1K
|
86.7K
$15.4M
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
189+ 11.19% |
$23.3K - $27.4K
|
1.88K
$334K
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
186+ 4.93% |
$23K - $26.9K
|
3.96K
$704K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
186+ 1.29% |
$23K - $26.9K
|
14.7K
$2.6M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
174+ 2.78% |
$21.5K - $25.2K
|
6.43K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
167+ 1391.67% |
$20.6K - $24.2K
|
179
$31.8K
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
157+ 1.77% |
$19.4K - $22.7K
|
9.02K
$1.6M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
157+ 506.45% |
$19.4K - $22.7K
|
188
$33.4K
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
150+ 0.94% |
$18.5K - $21.7K
|
16.1K
$2.87M
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
150New |
$18.5K - $21.7K
|
150
$26.6K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150+ 12.0% |
$18.5K - $21.7K
|
1.4K
$249K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$18.5K - $21.7K
|
150
$26.6K
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
148New |
$18.3K - $21.4K
|
148
$26.3K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
147+ 63.64% |
$18.1K - $21.3K
|
378
$67.1K
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
147+ 6.87% |
$18.1K - $21.3K
|
2.29K
$406K
|