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 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 41.41% |
$179K - $239K
|
1.86K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.32K- 2.84% |
$180K - $241K
|
45.2K
$8.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.41K- 1.99% |
$192K - $258K
|
69.5K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.43K- 28.46% |
$194K - $260K
|
3.58K
$676K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-1.47K- 10.13% |
$200K - $268K
|
13K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.51K- 19.54% |
$205K - $275K
|
6.2K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.51K- 24.52% |
$206K - $275K
|
4.64K
$876K
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.58K- 24.89% |
$215K - $288K
|
4.75K
$897K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.62K- 9.26% |
$220K - $295K
|
15.8K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.69K- 8.6% |
$230K - $309K
|
17.9K
$3.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.7K- 7.46% |
$232K - $311K
|
21.1K
$3.99M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.75K- 0.71% |
$239K - $320K
|
245K
$46.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.75K- 17.84% |
$239K - $320K
|
8.07K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.75K- 99.94% |
$239K - $320K
|
1
$189
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.76K- 31.71% |
$240K - $322K
|
3.8K
$717K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.82K- 41.58% |
$248K - $333K
|
2.56K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.87K- 2.15% |
$254K - $341K
|
84.9K
$16M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.9K- 5.44% |
$259K - $347K
|
33K
$6.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.9K- 60.58% |
$259K - $347K
|
1.24K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.01K- 4.4% |
$274K - $367K
|
43.6K
$8.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.11K- 18.44% |
$287K - $385K
|
9.31K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.13K- 8.8% |
$290K - $388K
|
22K
$4.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.15K- 5.41% |
$293K - $392K
|
37.5K
$7.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.41K- 50.0% |
$328K - $440K
|
2.41K
$454K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.42K- 12.98% |
$329K - $441K
|
16.2K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.42K- 19.4% |
$329K - $441K
|
10K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-2.62K- 1.38% |
$358K - $479K
|
187K
$35.4M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.65K- 9.9% |
$361K - $483K
|
24.1K
$4.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-2.84K- 11.98% |
$387K - $518K
|
20.8K
$3.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.88K- 2.14% |
$393K - $526K
|
132K
$24.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.04K- 5.9% |
$414K - $555K
|
48.5K
$9.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.37K- 21.32% |
$459K - $615K
|
12.4K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-3.42K- 1.79% |
$466K - $625K
|
187K
$35.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.6K- 13.07% |
$490K - $657K
|
23.9K
$4.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.74K- 6.12% |
$509K - $683K
|
57.4K
$10.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.87K- 23.62% |
$528K - $707K
|
12.5K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.89K- 27.34% |
$531K - $711K
|
10.3K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.05K- 0.79% |
$552K - $740K
|
508K
$95.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.24K- 11.34% |
$578K - $775K
|
33.1K
$6.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-4.28K- 16.05% |
$584K - $782K
|
22.4K
$4.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.38K- 1.31% |
$597K - $800K
|
329K
$62.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.49K- 0.83% |
$613K - $821K
|
537K
$101M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-4.66K- 21.08% |
$636K - $852K
|
17.5K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-5K- 1.77% |
$682K - $913K
|
277K
$52.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.08K- 26.94% |
$693K - $929K
|
13.8K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-5.23K- 76.93% |
$712K - $954K
|
1.57K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.51K- 16.72% |
$751K - $1.01M
|
27.4K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.7K- 2.7% |
$777K - $1.04M
|
205K
$38.8M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-6K- 4.15% |
$818K - $1.1M
|
139K
$26.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-6.11K- 14.7% |
$833K - $1.12M
|
35.5K
$6.69M
|