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 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
159+ 8.29% |
$21.7K - $29K
|
2.08K
$415K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
157+ 5.16% |
$21.4K - $28.7K
|
3.2K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
154+ 2.11% |
$21K - $28.1K
|
7.45K
$1.49M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
153+ 2.11% |
$20.9K - $27.9K
|
7.41K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
152+ 2.08% |
$20.7K - $27.8K
|
7.46K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
150+ 32.89% |
$20.4K - $27.4K
|
606
$121K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
143+ 2.73% |
$19.5K - $26.1K
|
5.39K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
139+ 152.75% |
$18.9K - $25.4K
|
230
$46K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
137+ 6.84% |
$18.7K - $25K
|
2.14K
$428K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
137+ 8.01% |
$18.7K - $25K
|
1.85K
$370K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
135+ 4.18% |
$18.4K - $24.7K
|
3.37K
$674K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
129+ 4.83% |
$17.6K - $23.6K
|
2.8K
$561K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
125+ 2.94% |
$17K - $22.8K
|
4.38K
$876K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
125+ 2.94% |
$17K - $22.8K
|
4.38K
$876K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
121+ 4.67% |
$16.5K - $22.1K
|
2.71K
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
121+ 0.51% |
$16.5K - $22.1K
|
23.9K
$4.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
120New |
$16.4K - $21.9K
|
120
$24K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
115+ 10.14% |
$15.7K - $21K
|
1.25K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
113+ 4.43% |
$15.4K - $20.6K
|
2.66K
$533K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
112+ 4.47% |
$15.3K - $20.5K
|
2.62K
$523K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
107+ 0.5% |
$14.6K - $19.5K
|
21.5K
$4.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
106+ 0.3% |
$14.4K - $19.4K
|
35.5K
$7.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
104+ 6.16% |
$14.2K - $19K
|
1.79K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
104+ 4.18% |
$14.2K - $19K
|
2.59K
$518K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100+ 17.33% |
$13.6K - $18.3K
|
677
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.24% |
$13.6K - $18.3K
|
41.4K
$8.29M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
90New |
$12.3K - $16.4K
|
90
$18K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
90New |
$12.3K - $16.4K
|
90
$18K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
89+ 78.07% |
$12.1K - $16.3K
|
203
$40.6K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
88New |
$12K - $16.1K
|
88
$17.6K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
84+ 1.79% |
$11.4K - $15.3K
|
4.77K
$954K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
84+ 1.31% |
$11.4K - $15.3K
|
6.48K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
83+ 0.91% |
$11.3K - $15.2K
|
9.24K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
82New |
$11.2K - $15K
|
82
$16.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
79+ 2.92% |
$10.8K - $14.4K
|
2.79K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
75+ 4.84% |
$10.2K - $13.7K
|
1.63K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
74+ 4.59% |
$10.1K - $13.5K
|
1.69K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
74New |
$10.1K - $13.5K
|
74
$14.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
73+ 18.91% |
$9.95K - $13.3K
|
459
$91.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
72+ 4.94% |
$9.81K - $13.2K
|
1.53K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
71+ 0.04% |
$9.68K - $13K
|
177K
$35.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
69New |
$9.4K - $12.6K
|
69
$13.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67+ 3.53% |
$9.13K - $12.2K
|
1.97K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
64+ 0.76% |
$8.72K - $11.7K
|
8.46K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
63New |
$8.59K - $11.5K
|
63
$12.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
59+ 111.32% |
$8.04K - $10.8K
|
112
$22.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
59+ 155.26% |
$8.04K - $10.8K
|
97
$19.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
57+ 3.23% |
$7.77K - $10.4K
|
1.82K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
57+ 0.93% |
$7.77K - $10.4K
|
6.16K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
57+ 4.21% |
$7.77K - $10.4K
|
1.41K
$282K
|