Purchases and Sales Made in Q4 2024 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
19.1KNew |
$2.6M - $3.49M
|
19.1K
$3.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 24.19% |
$1.49M - $2M
|
56.2K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
7.81KNew |
$1.06M - $1.43M
|
7.81K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.6KNew |
$491K - $658K
|
3.6K
$682K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.29K+ 6.44% |
$449K - $601K
|
54.4K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.92KNew |
$398K - $533K
|
2.92K
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.92KNew |
$397K - $532K
|
2.92K
$552K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.54KNew |
$346K - $464K
|
2.54K
$481K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.2K+ 0.65% |
$300K - $402K
|
342K
$64.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.02K+ 11.12% |
$275K - $368K
|
20.2K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
2KNew |
$272K - $364K
|
2K
$378K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.72KNew |
$235K - $315K
|
1.72K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.63KNew |
$221K - $297K
|
1.63K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.49KNew |
$203K - $272K
|
1.49K
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
1.38KNew |
$188K - $252K
|
1.38K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
1.35KNew |
$184K - $247K
|
1.35K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.35KNew |
$184K - $247K
|
1.35K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.34KNew |
$183K - $245K
|
1.34K
$254K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.3KNew |
$177K - $237K
|
1.3K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.28KNew |
$174K - $233K
|
1.28K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.27KNew |
$173K - $231K
|
1.27K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.26KNew |
$172K - $230K
|
1.26K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.26KNew |
$171K - $229K
|
1.26K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.25KNew |
$170K - $228K
|
1.25K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.21KNew |
$164K - $220K
|
1.21K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.17KNew |
$159K - $214K
|
1.17K
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.17KNew |
$159K - $213K
|
1.17K
$221K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
742+ 19.01% |
$101K - $136K
|
4.65K
$879K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
690+ 10.72% |
$94K - $126K
|
7.13K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
662+ 31.92% |
$90.2K - $121K
|
2.74K
$518K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
611+ 3.55% |
$83.3K - $112K
|
17.8K
$3.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
555+ 24.28% |
$75.6K - $101K
|
2.84K
$538K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
468+ 56.93% |
$63.8K - $85.5K
|
1.29K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
385+ 18.02% |
$52.5K - $70.3K
|
2.52K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
325+ 12.33% |
$44.3K - $59.4K
|
2.96K
$560K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
293New |
$39.9K - $53.5K
|
293
$55.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
284+ 0.35% |
$38.7K - $51.9K
|
80.3K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
270New |
$36.8K - $49.3K
|
270
$51.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
270+ 3.79% |
$36.8K - $49.3K
|
7.4K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
200+ 6.91% |
$27.3K - $36.5K
|
3.09K
$585K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
182+ 7.14% |
$24.8K - $33.2K
|
2.73K
$517K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
157+ 5.16% |
$21.4K - $28.7K
|
3.2K
$605K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
143+ 2.73% |
$19.5K - $26.1K
|
5.39K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
137+ 6.84% |
$18.7K - $25K
|
2.14K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
129+ 4.83% |
$17.6K - $23.6K
|
2.8K
$530K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
125+ 2.94% |
$17K - $22.8K
|
4.38K
$829K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
113+ 4.43% |
$15.4K - $20.6K
|
2.66K
$504K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
89+ 78.07% |
$12.1K - $16.3K
|
203
$38.4K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
84+ 1.31% |
$11.4K - $15.3K
|
6.48K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
82New |
$11.2K - $15K
|
82
$15.5K
|