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 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-556- 2.3% |
$75.8K - $102K
|
23.7K
$4.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-582- 13.93% |
$79.3K - $106K
|
3.6K
$719K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-600- 2.05% |
$81.8K - $110K
|
28.6K
$5.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 4.26% |
$81.8K - $110K
|
13.5K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-630- 8.74% |
$85.9K - $115K
|
6.58K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-633- 12.27% |
$86.3K - $116K
|
4.53K
$905K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-721- 29.07% |
$98.3K - $132K
|
1.76K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-787- 5.17% |
$107K - $144K
|
14.4K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-792- 10.06% |
$108K - $145K
|
7.08K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-840- 2.72% |
$114K - $153K
|
30.1K
$6.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-843- 0.39% |
$115K - $154K
|
216K
$43.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-858- 1.82% |
$117K - $157K
|
46.2K
$9.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-860- 16.39% |
$117K - $157K
|
4.39K
$876K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-864- 3.02% |
$118K - $158K
|
27.7K
$5.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-892- 7.19% |
$122K - $163K
|
11.5K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-916- 9.13% |
$125K - $167K
|
9.11K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-969- 4.9% |
$132K - $177K
|
18.8K
$3.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-979- 6.56% |
$133K - $179K
|
14K
$2.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1K- 31.4% |
$136K - $183K
|
2.19K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.04K- 44.4% |
$142K - $190K
|
1.31K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.05K- 40.7% |
$143K - $192K
|
1.53K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.09K- 31.23% |
$149K - $199K
|
2.4K
$479K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.15K- 24.1% |
$157K - $210K
|
3.62K
$723K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.17K- 25.99% |
$160K - $214K
|
3.34K
$667K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.24K- 2.52% |
$169K - $227K
|
48K
$9.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.25K- 76.62% |
$170K - $227K
|
380
$75.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-1.31K- 10.34% |
$178K - $239K
|
11.3K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 41.41% |
$179K - $239K
|
1.86K
$371K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.32K- 2.84% |
$180K - $241K
|
45.2K
$9.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.43K- 28.46% |
$194K - $260K
|
3.58K
$716K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-1.47K- 10.13% |
$200K - $268K
|
13K
$2.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.51K- 24.52% |
$206K - $275K
|
4.64K
$927K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.62K- 9.26% |
$220K - $295K
|
15.8K
$3.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.7K- 7.46% |
$232K - $311K
|
21.1K
$4.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.75K- 17.84% |
$239K - $320K
|
8.07K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.75K- 99.94% |
$239K - $320K
|
1
$200
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.76K- 31.71% |
$240K - $322K
|
3.8K
$759K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.82K- 41.58% |
$248K - $333K
|
2.56K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.87K- 2.15% |
$254K - $341K
|
84.9K
$17M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.9K- 5.44% |
$259K - $347K
|
33K
$6.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.9K- 60.58% |
$259K - $347K
|
1.24K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.01K- 4.4% |
$274K - $367K
|
43.6K
$8.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.11K- 18.44% |
$287K - $385K
|
9.31K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.13K- 8.8% |
$290K - $388K
|
22K
$4.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.15K- 5.41% |
$293K - $392K
|
37.5K
$7.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.41K- 50.0% |
$328K - $440K
|
2.41K
$481K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.42K- 12.98% |
$329K - $441K
|
16.2K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-2.62K- 1.38% |
$358K - $479K
|
187K
$37.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.88K- 2.14% |
$393K - $526K
|
132K
$26.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.04K- 5.9% |
$414K - $555K
|
48.5K
$9.68M
|