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 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$136 - $183
|
1
$200
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.04% |
$136 - $183
|
2.83K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1- 0.05% |
$136 - $183
|
2.07K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- 0.07% |
$136 - $183
|
1.46K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.93% |
$273 - $365
|
212
$42.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 4.05% |
$409 - $548
|
71
$14.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 1.5% |
$545 - $731
|
263
$52.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 1.81% |
$545 - $731
|
217
$43.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 0.98% |
$545 - $731
|
406
$81.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-4- 4.71% |
$545 - $731
|
81
$16.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 0.11% |
$682 - $913
|
4.62K
$923K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6- 0.21% |
$818 - $1.1K
|
2.88K
$575K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7- 0.26% |
$954 - $1.28K
|
2.67K
$533K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 21.05% |
$1.09K - $1.46K
|
30
$6K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 2.78% |
$1.23K - $1.64K
|
315
$63K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-13- 0.05% |
$1.77K - $2.37K
|
26.8K
$5.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-13- 0.44% |
$1.77K - $2.37K
|
2.94K
$588K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-14- 0.4% |
$1.91K - $2.56K
|
3.45K
$691K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-14- 0.62% |
$1.91K - $2.56K
|
2.25K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-16- 0.92% |
$2.18K - $2.92K
|
1.72K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-16- 0.62% |
$2.18K - $2.92K
|
2.58K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-17- 11.11% |
$2.32K - $3.11K
|
136
$27.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-19- 0.21% |
$2.59K - $3.47K
|
8.99K
$1.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-19- 0.81% |
$2.59K - $3.47K
|
2.33K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.84% |
$2.73K - $3.65K
|
2.36K
$473K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-23- 3.92% |
$3.13K - $4.2K
|
563
$113K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 0.22% |
$3.27K - $4.38K
|
11.1K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-25- 0.64% |
$3.41K - $4.57K
|
3.86K
$771K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-25- 0.59% |
$3.41K - $4.57K
|
4.19K
$838K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28- 1.04% |
$3.82K - $5.11K
|
2.67K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28- 10.41% |
$3.82K - $5.11K
|
241
$48.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-29- 0.19% |
$3.95K - $5.3K
|
15.2K
$3.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-29- 2.47% |
$3.95K - $5.3K
|
1.15K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-30- 0.98% |
$4.09K - $5.48K
|
3.03K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-30- 2.89% |
$4.09K - $5.48K
|
1.01K
$202K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-32- 10.96% |
$4.36K - $5.85K
|
260
$52K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.5% |
$4.5K - $6.03K
|
2.16K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-36- 0.22% |
$4.91K - $6.58K
|
16.4K
$3.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-37- 1.42% |
$5.04K - $6.76K
|
2.57K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-40- 1.57% |
$5.45K - $7.31K
|
2.5K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-40- 2.05% |
$5.45K - $7.31K
|
1.91K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-41- 2.14% |
$5.59K - $7.49K
|
1.87K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-45- 10.74% |
$6.13K - $8.22K
|
374
$74.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-46- 0.72% |
$6.27K - $8.4K
|
6.35K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-48- 2.43% |
$6.54K - $8.77K
|
1.93K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-49- 0.81% |
$6.68K - $8.95K
|
5.98K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-50- 6.3% |
$6.82K - $9.13K
|
744
$149K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-52- 1.3% |
$7.09K - $9.5K
|
3.96K
$792K
|