Purchases and Sales Made in Q2 2024 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.46KNew |
$414K - $453K
|
3.46K
$696K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.44K+ 52.12% |
$411K - $450K
|
10K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.43K+ 25.44% |
$410K - $449K
|
16.9K
$3.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.39K+ 12.34% |
$405K - $443K
|
30.9K
$6.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.38K+ 47.49% |
$404K - $442K
|
10.5K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.29K+ 29.56% |
$394K - $431K
|
14.4K
$2.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.18K+ 274.18% |
$380K - $415K
|
4.33K
$871K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.17KNew |
$379K - $415K
|
3.17K
$637K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.15K+ 8.01% |
$377K - $413K
|
42.5K
$8.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
3.12K+ 4.23% |
$373K - $408K
|
76.8K
$15.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.04KNew |
$363K - $398K
|
3.04K
$611K
|
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.99K+ 47.38% |
$357K - $391K
|
9.3K
$1.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.91KNew |
$348K - $380K
|
2.91K
$585K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.88K+ 4.4% |
$344K - $376K
|
68.4K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.88KNew |
$344K - $376K
|
2.88K
$578K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.87K+ 2.92% |
$343K - $375K
|
101K
$20.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.84K+ 63.87% |
$340K - $372K
|
7.29K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.82KNew |
$337K - $369K
|
2.82K
$567K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.78K+ 126.69% |
$332K - $363K
|
4.97K
$999K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.65K+ 10.69% |
$316K - $346K
|
27.4K
$5.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.62KNew |
$313K - $343K
|
2.62K
$527K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.61KNew |
$313K - $342K
|
2.61K
$525K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.51KNew |
$300K - $328K
|
2.51K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Management LLC
New York, NY |
BUY
|
- |
2.5KNew |
$299K - $327K
|
2.5K
$503K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.45K+ 15.19% |
$292K - $320K
|
18.5K
$3.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.43K+ 13.09% |
$291K - $318K
|
21K
$4.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.32K+ 7.2% |
$278K - $304K
|
34.6K
$6.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.31K+ 145.98% |
$276K - $302K
|
3.89K
$782K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.3K+ 4.54% |
$275K - $300K
|
52.9K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.3KNew |
$274K - $300K
|
2.3K
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.28K+ 36.39% |
$273K - $298K
|
8.55K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.23K+ 33.36% |
$267K - $292K
|
8.92K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
2.22K+ 26.54% |
$266K - $291K
|
10.6K
$2.13M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.21K+ 143.56% |
$264K - $289K
|
3.75K
$753K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.16K+ 38.63% |
$258K - $282K
|
7.74K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.14KNew |
$256K - $280K
|
2.14K
$430K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.12K+ 138.22% |
$254K - $278K
|
3.66K
$736K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.1KNew |
$251K - $275K
|
2.1K
$423K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.04KNew |
$244K - $266K
|
2.04K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.02K+ 64.72% |
$241K - $264K
|
5.14K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.96KNew |
$235K - $257K
|
1.96K
$395K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.94K+ 2.14% |
$232K - $253K
|
92.6K
$18.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.91K+ 3.15% |
$228K - $250K
|
62.4K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
1.91K+ 0.97% |
$228K - $249K
|
198K
$39.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.83K+ 44.42% |
$219K - $239K
|
5.94K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.8K+ 9.49% |
$215K - $235K
|
20.8K
$4.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.79K+ 4.28% |
$214K - $234K
|
43.6K
$8.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.79KNew |
$214K - $234K
|
1.79K
$359K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.77KNew |
$212K - $231K
|
1.77K
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.74KNew |
$208K - $228K
|
1.74K
$350K
|