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 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$18.5K - $21.7K
|
150
$25.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
148New |
$18.3K - $21.4K
|
148
$25.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
147+ 63.64% |
$18.1K - $21.3K
|
378
$65.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
147+ 6.87% |
$18.1K - $21.3K
|
2.29K
$394K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
140+ 1.86% |
$17.3K - $20.3K
|
7.65K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
135+ 53.78% |
$16.7K - $19.5K
|
386
$66.5K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
132+ 1.38% |
$16.3K - $19.1K
|
9.68K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
124+ 1.89% |
$15.3K - $17.9K
|
6.69K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
123+ 6.78% |
$15.2K - $17.8K
|
1.94K
$334K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
123New |
$15.2K - $17.8K
|
123
$21.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
119+ 7.7% |
$14.7K - $17.2K
|
1.66K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
112+ 0.42% |
$13.8K - $16.2K
|
26.8K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
110New |
$13.6K - $15.9K
|
110
$19K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
106+ 0.48% |
$13.1K - $15.3K
|
22.1K
$3.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
105+ 4.67% |
$13K - $15.2K
|
2.35K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
102+ 8.15% |
$12.6K - $14.8K
|
1.35K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
101+ 1.98% |
$12.5K - $14.6K
|
5.21K
$897K
|
|
|
Nov 12, 2024
Q3 2024
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
100+ 0.42% |
$12.3K - $14.5K
|
24K
$4.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
99+ 5.85% |
$12.2K - $14.3K
|
1.79K
$308K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
96+ 0.44% |
$11.8K - $13.9K
|
22.1K
$3.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
96+ 4.85% |
$11.8K - $13.9K
|
2.07K
$357K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92+ 5.09% |
$11.4K - $13.3K
|
1.9K
$327K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
92+ 2.65% |
$11.4K - $13.3K
|
3.56K
$613K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
90New |
$11.1K - $13K
|
90
$15.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
90+ 0.92% |
$11.1K - $13K
|
9.84K
$1.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
87+ 4.2% |
$10.7K - $12.6K
|
2.16K
$372K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
86+ 1.59% |
$10.6K - $12.4K
|
5.51K
$949K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
84+ 5.4% |
$10.4K - $12.2K
|
1.64K
$283K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
83New |
$10.2K - $12K
|
83
$14.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
82New |
$10.1K - $11.9K
|
82
$14.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
82+ 0.12% |
$10.1K - $11.9K
|
70.5K
$12.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
79+ 37.09% |
$9.75K - $11.4K
|
292
$50.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
78+ 3.98% |
$9.63K - $11.3K
|
2.04K
$351K
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
75+ 2.41% |
$9.26K - $10.9K
|
3.19K
$549K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
75+ 0.43% |
$9.26K - $10.9K
|
17.7K
$3.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
69+ 2.74% |
$8.52K - $9.99K
|
2.59K
$447K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
68+ 27.42% |
$8.39K - $9.84K
|
316
$54.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
68+ 95.77% |
$8.39K - $9.84K
|
139
$24K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
67+ 0.46% |
$8.27K - $9.7K
|
14.5K
$2.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
65+ 2.68% |
$8.02K - $9.41K
|
2.49K
$429K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
64+ 0.2% |
$7.9K - $9.26K
|
32.4K
$5.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
64+ 1.11% |
$7.9K - $9.26K
|
5.85K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
63+ 3.18% |
$7.77K - $9.12K
|
2.05K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
62+ 0.68% |
$7.65K - $8.97K
|
9.16K
$1.58M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
62+ 0.86% |
$7.65K - $8.97K
|
7.25K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
62+ 3.21% |
$7.65K - $8.97K
|
1.99K
$343K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
60+ 1.75% |
$7.4K - $8.68K
|
3.49K
$601K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60New |
$7.4K - $8.68K
|
60
$10.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
60+ 0.35% |
$7.4K - $8.68K
|
17.4K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57+ 1.48% |
$7.03K - $8.25K
|
3.91K
$673K
|