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 14, 2025
Q4 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.16KNew |
$295K - $395K
|
2.16K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.03KNew |
$277K - $371K
|
2.03K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.03K+ 186.66% |
$277K - $371K
|
3.12K
$623K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.02K+ 16.38% |
$276K - $370K
|
14.4K
$2.88M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.02K+ 11.12% |
$275K - $368K
|
20.2K
$4.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
2KNew |
$272K - $364K
|
2K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
1.98KNew |
$269K - $361K
|
1.98K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.98K+ 6.26% |
$269K - $361K
|
33.5K
$6.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 31.71% |
$268K - $359K
|
8.15K
$1.63M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.79K+ 6.16% |
$245K - $328K
|
30.9K
$6.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.77K+ 62.95% |
$242K - $324K
|
4.59K
$919K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$241K - $322K
|
1.77K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.74K+ 12.07% |
$237K - $318K
|
16.2K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.73K+ 19.89% |
$236K - $316K
|
10.4K
$2.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.72KNew |
$235K - $315K
|
1.72K
$345K
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.7K+ 13.94% |
$232K - $311K
|
13.9K
$2.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.69K+ 1.65% |
$230K - $309K
|
104K
$20.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.67KNew |
$227K - $305K
|
1.67K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 82.11% |
$227K - $304K
|
3.7K
$739K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.65KNew |
$225K - $302K
|
1.65K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.64KNew |
$224K - $300K
|
1.64K
$328K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.64K+ 4.44% |
$224K - $300K
|
38.5K
$7.71M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.64KNew |
$223K - $299K
|
1.64K
$327K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.63K+ 12.37% |
$222K - $298K
|
14.8K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.63KNew |
$221K - $297K
|
1.63K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.63KNew |
$221K - $297K
|
1.63K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.6K+ 32.0% |
$218K - $292K
|
6.6K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.55K+ 5.8% |
$211K - $282K
|
28.2K
$5.64M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.54K+ 2.59% |
$210K - $282K
|
61K
$12.2M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.52K+ 5.49% |
$208K - $278K
|
29.3K
$5.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$208K - $278K
|
1.52K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.49KNew |
$203K - $272K
|
1.49K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.48KNew |
$202K - $271K
|
1.48K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.45KNew |
$198K - $265K
|
1.45K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.44KNew |
$197K - $264K
|
1.44K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$196K - $262K
|
1.44K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.43KNew |
$195K - $261K
|
1.43K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.42K+ 42.49% |
$194K - $260K
|
4.77K
$955K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
1.41KNew |
$192K - $257K
|
1.41K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Af Advisors, Inc.
|
BUY
|
- |
1.41KNew |
$192K - $257K
|
1.41K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.4KNew |
$190K - $255K
|
1.4K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.39KNew |
$190K - $255K
|
1.39K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 10.91% |
$190K - $255K
|
14.2K
$2.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.39KNew |
$190K - $254K
|
1.39K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
1.38KNew |
$188K - $252K
|
1.38K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.38KNew |
$188K - $251K
|
1.38K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1.38KNew |
$187K - $251K
|
1.38K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.36KNew |
$186K - $249K
|
1.36K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
1.35KNew |
$185K - $247K
|
1.35K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.35KNew |
$185K - $247K
|
1.35K
$271K
|