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 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
1.35KNew |
$184K - $247K
|
1.35K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.35KNew |
$184K - $247K
|
1.35K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.34KNew |
$183K - $245K
|
1.34K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.33KNew |
$181K - $243K
|
1.33K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.31K+ 21.02% |
$178K - $239K
|
7.53K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
1.31KNew |
$178K - $239K
|
1.31K
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
BUY
|
- |
1.3KNew |
$177K - $237K
|
1.3K
$260K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.3KNew |
$177K - $237K
|
1.3K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.3K+ 6.9% |
$177K - $237K
|
20.1K
$4.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$177K - $237K
|
1.3K
$259K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.29KNew |
$176K - $235K
|
1.29K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.28K+ 60.65% |
$175K - $234K
|
3.39K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.28KNew |
$174K - $233K
|
1.28K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.28KNew |
$174K - $233K
|
1.28K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.27KNew |
$173K - $232K
|
1.27K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.27KNew |
$173K - $232K
|
1.27K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.27KNew |
$173K - $231K
|
1.27K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.27K+ 43.12% |
$173K - $231K
|
4.2K
$841K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.26KNew |
$172K - $231K
|
1.26K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.26KNew |
$172K - $231K
|
1.26K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.26KNew |
$172K - $230K
|
1.26K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.26K+ 333.6% |
$172K - $230K
|
1.64K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.26KNew |
$172K - $230K
|
1.26K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.26KNew |
$171K - $229K
|
1.26K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
1.25KNew |
$170K - $228K
|
1.25K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.25KNew |
$170K - $228K
|
1.25K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.24KNew |
$169K - $227K
|
1.24K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.24KNew |
$169K - $227K
|
1.24K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.24KNew |
$168K - $226K
|
1.24K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.23K+ 1.59% |
$168K - $225K
|
78.6K
$15.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.23KNew |
$168K - $225K
|
1.23K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.22KNew |
$167K - $223K
|
1.22K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.21KNew |
$165K - $221K
|
1.21K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.21KNew |
$164K - $220K
|
1.21K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.21KNew |
$164K - $220K
|
1.21K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.2KNew |
$164K - $220K
|
1.2K
$241K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.2KNew |
$164K - $219K
|
1.2K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.19K+ 3.29% |
$162K - $217K
|
37.3K
$7.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.17K+ 19.05% |
$160K - $214K
|
7.33K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$160K - $214K
|
1.17K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.17KNew |
$159K - $214K
|
1.17K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.17K+ 1.79% |
$159K - $213K
|
66.4K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.17KNew |
$159K - $213K
|
1.17K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.16KNew |
$158K - $212K
|
1.16K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.16KNew |
$158K - $212K
|
1.16K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
1.16KNew |
$158K - $211K
|
1.16K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.15K+ 23.45% |
$157K - $210K
|
6.05K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.14KNew |
$156K - $209K
|
1.14K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.14K+ 11.12% |
$156K - $209K
|
11.4K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.14K+ 1.21% |
$156K - $208K
|
95.1K
$19M
|