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 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-86- 1.12% |
$11.7K - $15.7K
|
7.57K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-90- 4.72% |
$12.3K - $16.4K
|
1.82K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-91- 2.98% |
$12.4K - $16.6K
|
2.96K
$577K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-91- 12.45% |
$12.4K - $16.6K
|
640
$125K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-95- 3.17% |
$12.9K - $17.4K
|
2.9K
$565K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-98- 1.68% |
$13.4K - $17.9K
|
5.75K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-100- 2.9% |
$13.6K - $18.3K
|
3.35K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-103- 5.03% |
$14K - $18.8K
|
1.94K
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-105- 2.6% |
$14.3K - $19.2K
|
3.93K
$766K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-106- 28.96% |
$14.4K - $19.4K
|
260
$50.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-107- 6.67% |
$14.6K - $19.5K
|
1.5K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-110- 6.26% |
$15K - $20.1K
|
1.65K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-118- 3.2% |
$16.1K - $21.6K
|
3.57K
$694K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-121- 0.61% |
$16.5K - $22.1K
|
19.7K
$3.83M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-122- 3.71% |
$16.6K - $22.3K
|
3.16K
$616K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-131- 7.71% |
$17.9K - $23.9K
|
1.57K
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-136- 1.51% |
$18.5K - $24.8K
|
8.88K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-140- 8.89% |
$19.1K - $25.6K
|
1.43K
$279K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-149- 39.52% |
$20.3K - $27.2K
|
228
$44.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-152- 13.98% |
$20.7K - $27.8K
|
935
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-153- 5.77% |
$20.9K - $27.9K
|
2.5K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-154- 2.3% |
$21K - $28.1K
|
6.55K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-156- 10.14% |
$21.3K - $28.5K
|
1.38K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-171- 0.53% |
$23.3K - $31.2K
|
32.2K
$6.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-181- 5.82% |
$24.7K - $33.1K
|
2.93K
$571K
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
SELL
|
- |
-190- 1.63% |
$25.9K - $34.7K
|
11.4K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-195- 0.97% |
$26.6K - $35.6K
|
19.9K
$3.87M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.64% |
$27.3K - $36.5K
|
12K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-200- 2.04% |
$27.3K - $36.5K
|
9.63K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-200- 0.23% |
$27.3K - $36.5K
|
86.7K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-229- 0.11% |
$31.2K - $41.8K
|
213K
$41.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-233- 2.72% |
$31.8K - $42.6K
|
8.34K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-238- 1.36% |
$32.4K - $43.5K
|
17.3K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-245- 1.52% |
$33.4K - $44.8K
|
15.9K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-266- 5.18% |
$36.3K - $48.6K
|
4.87K
$948K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-266- 17.67% |
$36.3K - $48.6K
|
1.24K
$241K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-285- 2.46% |
$38.8K - $52.1K
|
11.3K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-297- 4.98% |
$40.5K - $54.3K
|
5.67K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-299- 4.47% |
$40.8K - $54.6K
|
6.39K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.44% |
$40.9K - $54.8K
|
68.1K
$13.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-300- 6.37% |
$40.9K - $54.8K
|
4.41K
$859K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-300- 15.57% |
$40.9K - $54.8K
|
1.63K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-302- 1.9% |
$41.2K - $55.2K
|
15.6K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-315- 2.92% |
$42.9K - $57.5K
|
10.5K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-316- 0.39% |
$43.1K - $57.7K
|
81.4K
$15.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-318- 6.21% |
$43.3K - $58.1K
|
4.8K
$935K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-342- 3.96% |
$46.6K - $62.5K
|
8.3K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-350- 5.13% |
$47.7K - $63.9K
|
6.47K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-354- 2.95% |
$48.3K - $64.7K
|
11.7K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-359- 6.07% |
$48.9K - $65.6K
|
5.56K
$1.08M
|