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 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-366- 10.5% |
$49.9K - $66.9K
|
3.12K
$590K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-388- 3.0% |
$52.9K - $70.9K
|
12.5K
$2.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-388- 12.13% |
$52.9K - $70.9K
|
2.81K
$532K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-412- 16.22% |
$56.2K - $75.3K
|
2.13K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-418- 1.32% |
$57K - $76.4K
|
31.2K
$5.9M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-524- 13.02% |
$71.4K - $95.7K
|
3.5K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-545- 1.04% |
$74.3K - $99.6K
|
51.8K
$9.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-858- 1.82% |
$117K - $157K
|
46.2K
$8.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-860- 16.39% |
$117K - $157K
|
4.39K
$830K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-892- 7.19% |
$122K - $163K
|
11.5K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.09K- 31.23% |
$149K - $199K
|
2.4K
$454K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.51K- 24.52% |
$206K - $275K
|
4.64K
$879K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.62K- 9.26% |
$220K - $295K
|
15.8K
$3M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.82K- 41.58% |
$248K - $333K
|
2.56K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-3.42K- 1.79% |
$466K - $625K
|
187K
$35.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.24K- 11.34% |
$578K - $775K
|
33.1K
$6.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-4.28K- 16.05% |
$584K - $782K
|
22.4K
$4.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.2K- 80.83% |
$845K - $1.13M
|
1.47K
$278K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-7.57K- 26.14% |
$1.03M - $1.38M
|
21.4K
$4.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-92.8K- 14.94% |
$12.7M - $17M
|
528K
$100M
|