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 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
326+ 28.45% |
$44.4K - $59.6K
|
1.47K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
325+ 12.33% |
$44.3K - $59.4K
|
2.96K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
306+ 170.95% |
$41.7K - $55.9K
|
485
$97K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
305+ 18.33% |
$41.6K - $55.7K
|
1.97K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
304New |
$41.4K - $55.5K
|
304
$60.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
304+ 10.72% |
$41.4K - $55.5K
|
3.14K
$628K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
293New |
$39.9K - $53.5K
|
293
$58.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
293+ 9.91% |
$39.9K - $53.5K
|
3.25K
$650K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
292+ 14.76% |
$39.8K - $53.3K
|
2.27K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
284+ 0.35% |
$38.7K - $51.9K
|
80.3K
$16.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
280New |
$38.2K - $51.1K
|
280
$56K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
280+ 16.61% |
$38.2K - $51.1K
|
1.97K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
280+ 12.54% |
$38.2K - $51.1K
|
2.51K
$503K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
270+ 3.79% |
$36.8K - $49.3K
|
7.4K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
270New |
$36.8K - $49.3K
|
270
$54K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
269+ 13.17% |
$36.7K - $49.1K
|
2.31K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
263+ 1.51% |
$35.8K - $48K
|
17.6K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
253New |
$34.5K - $46.2K
|
253
$50.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
249+ 0.8% |
$33.9K - $45.5K
|
31.3K
$6.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
247+ 1.53% |
$33.7K - $45.1K
|
16.4K
$3.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
243+ 10.91% |
$33.1K - $44.4K
|
2.47K
$494K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
237New |
$32.3K - $43.3K
|
237
$47.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
231+ 4.27% |
$31.5K - $42.2K
|
5.64K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
228+ 1.63% |
$31.1K - $41.6K
|
14.3K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
215+ 0.56% |
$29.3K - $39.3K
|
38.8K
$7.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
215+ 6.25% |
$29.3K - $39.3K
|
3.66K
$731K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
215New |
$29.3K - $39.3K
|
215
$43K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
214+ 0.47% |
$29.2K - $39.1K
|
45.5K
$9.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
201+ 4.68% |
$27.4K - $36.7K
|
4.5K
$900K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
200+ 6.91% |
$27.3K - $36.5K
|
3.09K
$619K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
200New |
$27.3K - $36.5K
|
200
$40K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
198New |
$27K - $36.2K
|
198
$39.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
196+ 4.29% |
$26.7K - $35.8K
|
4.77K
$954K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
194+ 4.87% |
$26.4K - $35.4K
|
4.18K
$836K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
194New |
$26.4K - $35.4K
|
194
$38.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
191New |
$26K - $34.9K
|
191
$38.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
187+ 352.83% |
$25.5K - $34.2K
|
240
$48K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
182+ 7.14% |
$24.8K - $33.2K
|
2.73K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
180New |
$24.5K - $32.9K
|
180
$36K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
178+ 3.82% |
$24.3K - $32.5K
|
4.84K
$967K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
177+ 6.71% |
$24.1K - $32.3K
|
2.82K
$563K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
177+ 3.1% |
$24.1K - $32.3K
|
5.88K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
177+ 0.63% |
$24.1K - $32.3K
|
28.1K
$5.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
175+ 76.09% |
$23.9K - $32K
|
405
$81K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
173+ 3.73% |
$23.6K - $31.6K
|
4.81K
$963K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
171+ 2.04% |
$23.3K - $31.2K
|
8.55K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
171+ 2.83% |
$23.3K - $31.2K
|
6.21K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
164+ 1.67% |
$22.4K - $30K
|
10K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
163+ 0.62% |
$22.2K - $29.8K
|
26.5K
$5.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
160+ 4.92% |
$21.8K - $29.2K
|
3.42K
$683K
|