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 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
53New |
$6.54K - $7.67K
|
53
$9.41K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
51+ 3.12% |
$6.29K - $7.38K
|
1.69K
$300K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
46New |
$5.68K - $6.66K
|
46
$8.17K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
44+ 2.17% |
$5.43K - $6.37K
|
2.07K
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
44+ 2.49% |
$5.43K - $6.37K
|
1.81K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
42+ 2.2% |
$5.18K - $6.08K
|
1.95K
$347K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38+ 9.72% |
$4.69K - $5.5K
|
429
$76.2K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
38+ 0.96% |
$4.69K - $5.5K
|
4K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
35+ 0.69% |
$4.32K - $5.07K
|
5.11K
$907K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
28+ 15.22% |
$3.46K - $4.05K
|
212
$37.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28New |
$3.46K - $4.05K
|
28
$4.97K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
27+ 5.28% |
$3.33K - $3.91K
|
538
$95.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
26+ 2.32% |
$3.21K - $3.76K
|
1.15K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 1.54% |
$3.21K - $3.76K
|
1.72K
$305K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
25+ 1.43% |
$3.09K - $3.62K
|
1.78K
$316K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
25+ 0.91% |
$3.09K - $3.62K
|
2.76K
$491K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
24New |
$2.96K - $3.47K
|
24
$4.26K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23+ 1.66% |
$2.84K - $3.33K
|
1.41K
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
22+ 0.18% |
$2.72K - $3.18K
|
12.4K
$2.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22+ 1.01% |
$2.72K - $3.18K
|
2.2K
$391K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 1.82% |
$2.59K - $3.04K
|
1.18K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
21+ 1.32% |
$2.59K - $3.04K
|
1.61K
$286K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20+ 1.12% |
$2.47K - $2.89K
|
1.81K
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
19+ 0.85% |
$2.34K - $2.75K
|
2.26K
$402K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
19+ 0.74% |
$2.34K - $2.75K
|
2.6K
$461K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
18+ 0.03% |
$2.22K - $2.6K
|
51.9K
$9.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
18+ 1.29% |
$2.22K - $2.6K
|
1.41K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18+ 0.62% |
$2.22K - $2.6K
|
2.9K
$515K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
17+ 0.79% |
$2.1K - $2.46K
|
2.16K
$384K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
16+ 4.06% |
$1.97K - $2.32K
|
410
$72.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16+ 0.61% |
$1.97K - $2.32K
|
2.65K
$471K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 60.0% |
$1.85K - $2.17K
|
40
$7.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 14.14% |
$1.73K - $2.03K
|
113
$20.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13+ 0.33% |
$1.6K - $1.88K
|
4.01K
$713K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.52% |
$1.36K - $1.59K
|
2.14K
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
11+ 14.86% |
$1.36K - $1.59K
|
85
$15.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
11New |
$1.36K - $1.59K
|
11
$1.95K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 1.61% |
$1.23K - $1.45K
|
632
$112K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
10+ 0.49% |
$1.23K - $1.45K
|
2.07K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
8+ 17.78% |
$987 - $1.16K
|
53
$9.41K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.81% |
$864 - $1.01K
|
869
$154K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
7+ 0.2% |
$864 - $1.01K
|
3.42K
$608K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7+ 3.14% |
$864 - $1.01K
|
230
$40.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.32% |
$864 - $1.01K
|
2.23K
$396K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7+ 0.39% |
$864 - $1.01K
|
1.81K
$321K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
7+ 0.34% |
$864 - $1.01K
|
2.06K
$366K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.27% |
$864 - $1.01K
|
2.63K
$466K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
6+ 0.2% |
$740 - $868
|
3.05K
$542K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 5.0% |
$617 - $724
|
105
$18.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5+ 0.17% |
$617 - $724
|
2.88K
$512K
|