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
|
Ogorek Anthony Joseph
|
SELL
|
- |
-53- 36.81% |
$7.22K - $9.68K
|
91
$18.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-55- 3.1% |
$7.5K - $10K
|
1.72K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-56- 1.52% |
$7.63K - $10.2K
|
3.62K
$725K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-58- 4.1% |
$7.91K - $10.6K
|
1.36K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-62- 3.49% |
$8.45K - $11.3K
|
1.72K
$343K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-62- 2.19% |
$8.45K - $11.3K
|
2.77K
$555K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-64- 0.05% |
$8.72K - $11.7K
|
123K
$24.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-65- 40.37% |
$8.86K - $11.9K
|
96
$19.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-65- 2.23% |
$8.86K - $11.9K
|
2.85K
$569K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-67- 2.92% |
$9.13K - $12.2K
|
2.23K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-69- 12.83% |
$9.4K - $12.6K
|
469
$93.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-69- 1.65% |
$9.4K - $12.6K
|
4.11K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-69- 0.24% |
$9.4K - $12.6K
|
28.9K
$5.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-69- 4.54% |
$9.4K - $12.6K
|
1.45K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-73- 0.72% |
$9.95K - $13.3K
|
10K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-75- 4.9% |
$10.2K - $13.7K
|
1.46K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-76- 1.18% |
$10.4K - $13.9K
|
6.35K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-80- 2.0% |
$10.9K - $14.6K
|
3.92K
$783K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-81- 5.9% |
$11K - $14.8K
|
1.29K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-81- 2.04% |
$11K - $14.8K
|
3.88K
$776K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-82- 4.52% |
$11.2K - $15K
|
1.73K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-86- 1.12% |
$11.7K - $15.7K
|
7.57K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-90- 4.72% |
$12.3K - $16.4K
|
1.82K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-91- 12.45% |
$12.4K - $16.6K
|
640
$128K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-91- 2.98% |
$12.4K - $16.6K
|
2.96K
$592K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-95- 3.17% |
$12.9K - $17.4K
|
2.9K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-97- 3.81% |
$13.2K - $17.7K
|
2.45K
$489K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-98- 1.68% |
$13.4K - $17.9K
|
5.75K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-100- 2.9% |
$13.6K - $18.3K
|
3.35K
$670K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-102- 0.76% |
$13.9K - $18.6K
|
13.2K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-103- 5.03% |
$14K - $18.8K
|
1.94K
$389K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-105- 2.6% |
$14.3K - $19.2K
|
3.93K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-106- 3.92% |
$14.4K - $19.4K
|
2.6K
$519K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-106- 28.96% |
$14.4K - $19.4K
|
260
$52K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-107- 6.67% |
$14.6K - $19.5K
|
1.5K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-108- 98.18% |
$14.7K - $19.7K
|
2
$400
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-110- 6.26% |
$15K - $20.1K
|
1.65K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-116- 0.32% |
$15.8K - $21.2K
|
35.8K
$7.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-118- 2.36% |
$16.1K - $21.6K
|
4.89K
$978K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-118- 3.2% |
$16.1K - $21.6K
|
3.57K
$713K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-121- 0.61% |
$16.5K - $22.1K
|
19.7K
$3.93M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-122- 3.71% |
$16.6K - $22.3K
|
3.16K
$633K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-131- 7.71% |
$17.9K - $23.9K
|
1.57K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-135- 0.52% |
$18.4K - $24.7K
|
26K
$5.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-136- 1.51% |
$18.5K - $24.8K
|
8.88K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-140- 8.89% |
$19.1K - $25.6K
|
1.43K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-143- 1.41% |
$19.5K - $26.1K
|
9.97K
$1.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-149- 39.52% |
$20.3K - $27.2K
|
228
$45.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-152- 13.98% |
$20.7K - $27.8K
|
935
$187K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-153- 5.77% |
$20.9K - $27.9K
|
2.5K
$500K
|