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
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
8+ 0.23% |
$1.09K - $1.46K
|
3.43K
$690K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 4.55% |
$954 - $1.28K
|
161
$32.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 0.5% |
$954 - $1.28K
|
1.41K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6+ 0.3% |
$818 - $1.1K
|
1.99K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5+ 0.3% |
$682 - $913
|
1.66K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5+ 0.14% |
$682 - $913
|
3.56K
$716K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
5+ 0.24% |
$682 - $913
|
2.07K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 4.35% |
$409 - $548
|
72
$14.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
3+ 0.01% |
$409 - $548
|
22.2K
$4.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$273 - $365
|
2
$402
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$136 - $183
|
59.5K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.04% |
$136 - $183
|
2.83K
$569K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$136 - $183
|
3
$603
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 3.85% |
$136 - $183
|
27
$5.43K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$136 - $183
|
3.26K
$656K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.39% |
$136 - $183
|
258
$51.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.43% |
$136 - $183
|
233
$46.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1- 0.05% |
$136 - $183
|
2.07K
$415K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.93% |
$273 - $365
|
212
$42.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 0.98% |
$545 - $731
|
406
$81.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 1.5% |
$545 - $731
|
263
$52.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7- 0.26% |
$954 - $1.28K
|
2.67K
$536K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 21.05% |
$1.09K - $1.46K
|
30
$6.03K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-14- 0.4% |
$1.91K - $2.56K
|
3.45K
$694K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-17- 11.11% |
$2.32K - $3.11K
|
136
$27.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-19- 0.81% |
$2.59K - $3.47K
|
2.33K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-19- 0.21% |
$2.59K - $3.47K
|
8.99K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.84% |
$2.73K - $3.65K
|
2.36K
$475K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-23- 3.92% |
$3.13K - $4.2K
|
563
$113K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-25- 0.59% |
$3.41K - $4.57K
|
4.19K
$842K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-29- 2.47% |
$3.95K - $5.3K
|
1.15K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-30- 2.89% |
$4.09K - $5.48K
|
1.01K
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-32- 10.96% |
$4.36K - $5.85K
|
260
$52.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-37- 1.42% |
$5.04K - $6.76K
|
2.57K
$516K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-53- 36.81% |
$7.22K - $9.68K
|
91
$18.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-62- 2.19% |
$8.45K - $11.3K
|
2.77K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-64- 0.05% |
$8.72K - $11.7K
|
123K
$24.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-65- 40.37% |
$8.86K - $11.9K
|
96
$19.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-69- 12.83% |
$9.4K - $12.6K
|
469
$94.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-69- 1.65% |
$9.4K - $12.6K
|
4.11K
$827K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-69- 4.54% |
$9.4K - $12.6K
|
1.45K
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-75- 4.9% |
$10.2K - $13.7K
|
1.46K
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-76- 1.18% |
$10.4K - $13.9K
|
6.35K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-82- 4.52% |
$11.2K - $15K
|
1.73K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-90- 4.72% |
$12.3K - $16.4K
|
1.82K
$366K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-91- 2.98% |
$12.4K - $16.6K
|
2.96K
$595K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-95- 3.17% |
$12.9K - $17.4K
|
2.9K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-98- 1.68% |
$13.4K - $17.9K
|
5.75K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-100- 2.9% |
$13.6K - $18.3K
|
3.35K
$674K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-103- 5.03% |
$14K - $18.8K
|
1.94K
$391K
|