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 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-154- 2.3% |
$21K - $28.1K
|
6.55K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-154- 13.65% |
$21K - $28.1K
|
974
$195K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-156- 10.14% |
$21.3K - $28.5K
|
1.38K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-162- 5.89% |
$22.1K - $29.6K
|
2.59K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-162- 8.01% |
$22.1K - $29.6K
|
1.86K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-164- 2.83% |
$22.4K - $30K
|
5.63K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-171- 0.53% |
$23.3K - $31.2K
|
32.2K
$6.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-173- 4.66% |
$23.6K - $31.6K
|
3.54K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-174- 4.51% |
$23.7K - $31.8K
|
3.68K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-176- 0.01% |
$24K - $32.1K
|
1.55M
$310M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-181- 5.82% |
$24.7K - $33.1K
|
2.93K
$586K
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
SELL
|
- |
-190- 1.63% |
$25.9K - $34.7K
|
11.4K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-195- 0.97% |
$26.6K - $35.6K
|
19.9K
$3.97M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.64% |
$27.3K - $36.5K
|
12K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-200- 2.04% |
$27.3K - $36.5K
|
9.63K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-200- 0.23% |
$27.3K - $36.5K
|
86.7K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-227- 21.66% |
$30.9K - $41.5K
|
821
$164K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-229- 0.11% |
$31.2K - $41.8K
|
213K
$42.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-233- 2.72% |
$31.8K - $42.6K
|
8.34K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-238- 1.36% |
$32.4K - $43.5K
|
17.3K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-245- 1.52% |
$33.4K - $44.8K
|
15.9K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-250- 1.22% |
$34.1K - $45.7K
|
20.3K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-250- 3.22% |
$34.1K - $45.7K
|
7.51K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-255- 3.48% |
$34.8K - $46.6K
|
7.07K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-266- 17.67% |
$36.3K - $48.6K
|
1.24K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-266- 5.18% |
$36.3K - $48.6K
|
4.87K
$973K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-275- 5.45% |
$37.5K - $50.2K
|
4.77K
$954K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-285- 2.46% |
$38.8K - $52.1K
|
11.3K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-297- 4.98% |
$40.5K - $54.3K
|
5.67K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-299- 4.47% |
$40.8K - $54.6K
|
6.39K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-300- 6.37% |
$40.9K - $54.8K
|
4.41K
$882K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-300- 15.57% |
$40.9K - $54.8K
|
1.63K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.44% |
$40.9K - $54.8K
|
68.1K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-302- 1.9% |
$41.2K - $55.2K
|
15.6K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-315- 2.92% |
$42.9K - $57.5K
|
10.5K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-316- 0.39% |
$43.1K - $57.7K
|
81.4K
$16.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-318- 6.21% |
$43.3K - $58.1K
|
4.8K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-342- 3.96% |
$46.6K - $62.5K
|
8.3K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-350- 5.13% |
$47.7K - $63.9K
|
6.47K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-354- 2.95% |
$48.3K - $64.7K
|
11.7K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-359- 6.07% |
$48.9K - $65.6K
|
5.56K
$1.11M
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-363- 2.02% |
$49.5K - $66.3K
|
17.6K
$3.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-365- 35.27% |
$49.7K - $66.7K
|
670
$134K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-366- 10.5% |
$49.9K - $66.9K
|
3.12K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-366- 17.68% |
$49.9K - $66.9K
|
1.7K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-369- 50.0% |
$50.3K - $67.4K
|
369
$73.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-387- 18.91% |
$52.7K - $70.7K
|
1.66K
$332K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-388- 12.13% |
$52.9K - $70.9K
|
2.81K
$562K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-388- 3.0% |
$52.9K - $70.9K
|
12.5K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-391- 2.81% |
$53.3K - $71.4K
|
13.5K
$2.71M
|