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 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
76+ 24.44% |
$9.09K - $9.94K
|
387
$77.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
71New |
$8.49K - $9.29K
|
71
$14.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
69+ 1.15% |
$8.25K - $9.03K
|
6.07K
$1.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
68+ 2.69% |
$8.13K - $8.9K
|
2.6K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
67+ 2.02% |
$8.01K - $8.76K
|
3.38K
$676K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
67New |
$8.01K - $8.76K
|
67
$13.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
66+ 4.21% |
$7.89K - $8.63K
|
1.64K
$327K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
65New |
$7.77K - $8.5K
|
65
$13K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
65+ 1.78% |
$7.77K - $8.5K
|
3.72K
$744K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
59+ 1.53% |
$7.05K - $7.72K
|
3.92K
$785K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
58+ 2.68% |
$6.94K - $7.59K
|
2.22K
$444K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
58+ 3.15% |
$6.94K - $7.59K
|
1.9K
$380K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
57+ 1.16% |
$6.82K - $7.46K
|
4.96K
$991K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
57+ 1.45% |
$6.82K - $7.46K
|
4K
$800K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
57+ 3.43% |
$6.82K - $7.46K
|
1.72K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
52+ 0.36% |
$6.22K - $6.8K
|
14.4K
$2.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
50+ 2.25% |
$5.98K - $6.54K
|
2.27K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
49+ 2.15% |
$5.86K - $6.41K
|
2.32K
$465K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
48+ 1.42% |
$5.74K - $6.28K
|
3.42K
$684K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
47+ 1.68% |
$5.62K - $6.15K
|
2.84K
$568K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
47+ 0.84% |
$5.62K - $6.15K
|
5.64K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
46New |
$5.5K - $6.02K
|
46
$9.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
45New |
$5.38K - $5.89K
|
45
$9K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
45+ 1.24% |
$5.38K - $5.89K
|
3.67K
$733K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
44+ 146.67% |
$5.26K - $5.76K
|
74
$14.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
41+ 1.03% |
$4.9K - $5.36K
|
4.03K
$807K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41+ 105.13% |
$4.9K - $5.36K
|
80
$16K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
40+ 0.5% |
$4.78K - $5.23K
|
7.97K
$1.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
40New |
$4.78K - $5.23K
|
40
$8K
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
40+ 2.56% |
$4.78K - $5.23K
|
1.6K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
39+ 0.5% |
$4.66K - $5.1K
|
7.78K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
36+ 3.73% |
$4.3K - $4.71K
|
1K
$200K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36+ 25.53% |
$4.3K - $4.71K
|
177
$35.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35+ 29.66% |
$4.18K - $4.58K
|
153
$30.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
35+ 0.26% |
$4.18K - $4.58K
|
13.4K
$2.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
33+ 1.02% |
$3.95K - $4.32K
|
3.26K
$652K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33+ 89.19% |
$3.95K - $4.32K
|
70
$14K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
32+ 0.49% |
$3.83K - $4.19K
|
6.56K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
31+ 40.79% |
$3.71K - $4.06K
|
107
$21.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31+ 1.99% |
$3.71K - $4.06K
|
1.59K
$318K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30+ 1.56% |
$3.59K - $3.92K
|
1.96K
$392K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30+ 1.56% |
$3.59K - $3.92K
|
1.96K
$392K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26+ 1.47% |
$3.11K - $3.4K
|
1.79K
$359K
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
25+ 1.28% |
$2.99K - $3.27K
|
1.98K
$397K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$2.99K - $3.27K
|
25
$5K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
25+ 166.67% |
$2.99K - $3.27K
|
40
$8K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
23+ 0.67% |
$2.75K - $3.01K
|
3.47K
$695K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
21+ 35.0% |
$2.51K - $2.75K
|
81
$16.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
20+ 1.12% |
$2.39K - $2.62K
|
1.8K
$360K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
20New |
$2.39K - $2.62K
|
20
$4K
|
|