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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
57+ 3.23% |
$7.77K - $10.4K
|
1.82K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
56+ 0.61% |
$7.63K - $10.2K
|
9.25K
$1.85M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
51+ 8.07% |
$6.95K - $9.32K
|
683
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
51New |
$6.95K - $9.32K
|
51
$10.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
50+ 11.04% |
$6.82K - $9.13K
|
503
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 2.4% |
$6.82K - $9.13K
|
2.13K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
49New |
$6.68K - $8.95K
|
49
$9.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
47+ 2.09% |
$6.41K - $8.59K
|
2.3K
$459K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
46New |
$6.27K - $8.4K
|
46
$9.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
45+ 3.04% |
$6.13K - $8.22K
|
1.52K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
45+ 1.17% |
$6.13K - $8.22K
|
3.89K
$778K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
44+ 1.74% |
$6K - $8.04K
|
2.58K
$515K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
42+ 1.91% |
$5.72K - $7.67K
|
2.25K
$449K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
41New |
$5.59K - $7.49K
|
41
$8.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
40+ 2000.0% |
$5.45K - $7.31K
|
42
$8.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39+ 2.97% |
$5.32K - $7.12K
|
1.35K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
37+ 2.07% |
$5.04K - $6.76K
|
1.83K
$365K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
34+ 0.28% |
$4.63K - $6.21K
|
12.2K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
34New |
$4.63K - $6.21K
|
34
$6.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33+ 0.97% |
$4.5K - $6.03K
|
3.44K
$688K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
32+ 15.09% |
$4.36K - $5.85K
|
244
$48.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
32+ 1.99% |
$4.36K - $5.85K
|
1.64K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
31New |
$4.23K - $5.66K
|
31
$6.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30+ 0.14% |
$4.09K - $5.48K
|
22.2K
$4.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
28New |
$3.82K - $5.11K
|
28
$5.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
28+ 0.14% |
$3.82K - $5.11K
|
19.8K
$3.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
27+ 1.5% |
$3.68K - $4.93K
|
1.83K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
25+ 0.7% |
$3.41K - $4.57K
|
3.59K
$717K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
24+ 0.3% |
$3.27K - $4.38K
|
8.04K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
24+ 1.11% |
$3.27K - $4.38K
|
2.19K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
22New |
$3K - $4.02K
|
22
$4.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
22+ 0.43% |
$3K - $4.02K
|
5.13K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
21+ 0.93% |
$2.86K - $3.84K
|
2.28K
$457K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21+ 0.51% |
$2.86K - $3.84K
|
4.15K
$830K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
21New |
$2.86K - $3.84K
|
21
$4.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20+ 0.51% |
$2.73K - $3.65K
|
3.93K
$786K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 39.58% |
$2.59K - $3.47K
|
67
$13.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
17+ 7.8% |
$2.32K - $3.11K
|
235
$47K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
16+ 0.46% |
$2.18K - $2.92K
|
3.49K
$697K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
16+ 0.49% |
$2.18K - $2.92K
|
3.3K
$661K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16New |
$2.18K - $2.92K
|
16
$3.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.19% |
$2.04K - $2.74K
|
7.97K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
15New |
$2.04K - $2.74K
|
15
$3K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
15+ 0.74% |
$2.04K - $2.74K
|
2.05K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15+ 0.04% |
$2.04K - $2.74K
|
42.1K
$8.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
15+ 0.23% |
$2.04K - $2.74K
|
6.67K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
15+ 13.16% |
$2.04K - $2.74K
|
129
$25.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14+ 60.87% |
$1.91K - $2.56K
|
37
$7.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
13+ 0.79% |
$1.77K - $2.37K
|
1.66K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
13+ 0.76% |
$1.77K - $2.37K
|
1.72K
$344K
|