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 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-969- 4.9% |
$132K - $177K
|
18.8K
$3.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-979- 6.56% |
$133K - $179K
|
14K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-981- 1.53% |
$134K - $179K
|
63.1K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1K- 31.4% |
$136K - $183K
|
2.19K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.03K- 17.93% |
$141K - $189K
|
4.73K
$946K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.04K- 44.4% |
$142K - $190K
|
1.31K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.05K- 40.7% |
$143K - $192K
|
1.53K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.07K- 53.77% |
$146K - $196K
|
921
$184K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.09K- 31.23% |
$149K - $199K
|
2.4K
$480K
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.1K- 5.34% |
$150K - $201K
|
19.5K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.11K- 12.47% |
$152K - $203K
|
7.81K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.13K- 1.34% |
$154K - $206K
|
82.7K
$16.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.15K- 24.1% |
$157K - $210K
|
3.62K
$724K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.17K- 25.99% |
$160K - $214K
|
3.34K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.24K- 2.52% |
$169K - $227K
|
48K
$9.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.25K- 76.62% |
$170K - $227K
|
380
$76K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-1.26K- 21.97% |
$172K - $230K
|
4.47K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 35.76% |
$173K - $232K
|
2.28K
$456K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-1.31K- 10.34% |
$178K - $239K
|
11.3K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 41.41% |
$179K - $239K
|
1.86K
$371K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.32K- 2.84% |
$180K - $241K
|
45.2K
$9.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Water Island Capital LLC
New York, NY |
SELL
|
- |
-1.33K- 13.47% |
$182K - $243K
|
8.56K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.4K- 5.68% |
$190K - $255K
|
23.2K
$4.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.41K- 1.99% |
$192K - $258K
|
69.5K
$13.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.43K- 28.46% |
$194K - $260K
|
3.58K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-1.44K- 41.3% |
$196K - $263K
|
2.05K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-1.47K- 10.13% |
$200K - $268K
|
13K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.51K- 19.54% |
$205K - $275K
|
6.2K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.51K- 24.52% |
$206K - $275K
|
4.64K
$929K
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.55K- 26.57% |
$211K - $282K
|
4.27K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.56K- 9.25% |
$213K - $286K
|
15.3K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.58K- 24.89% |
$215K - $288K
|
4.75K
$951K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.62K- 9.26% |
$220K - $295K
|
15.8K
$3.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.69K- 8.6% |
$230K - $309K
|
17.9K
$3.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.7K- 7.46% |
$232K - $311K
|
21.1K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.72K- 4.69% |
$235K - $315K
|
35K
$7M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.75K- 0.71% |
$239K - $320K
|
245K
$48.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.75K- 17.84% |
$239K - $320K
|
8.07K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.75K- 99.94% |
$239K - $320K
|
1
$200
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.76K- 31.71% |
$240K - $322K
|
3.8K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.8K- 30.75% |
$245K - $328K
|
4.04K
$809K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.82K- 41.58% |
$248K - $333K
|
2.56K
$512K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.87K- 2.15% |
$254K - $341K
|
84.9K
$17M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.9K- 5.44% |
$259K - $347K
|
33K
$6.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.9K- 60.58% |
$259K - $347K
|
1.24K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.01K- 4.4% |
$274K - $367K
|
43.6K
$8.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.11K- 18.44% |
$287K - $385K
|
9.31K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.13K- 8.8% |
$290K - $388K
|
22K
$4.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.15K- 5.41% |
$293K - $392K
|
37.5K
$7.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.41K- 50.0% |
$328K - $440K
|
2.41K
$482K
|