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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
20+ 16.0% |
$2.39K - $2.62K
|
145
$29K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
17+ 20.48% |
$2.03K - $2.22K
|
100
$20K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
15+ 0.07% |
$1.79K - $1.96K
|
22.2K
$4.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
13New |
$1.55K - $1.7K
|
13
$2.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 1.97% |
$1.43K - $1.57K
|
622
$124K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
12+ 66.67% |
$1.43K - $1.57K
|
30
$6K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$1.2K - $1.31K
|
10
$2K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
10+ 0.32% |
$1.2K - $1.31K
|
3.11K
$622K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 6.9% |
$957 - $1.05K
|
124
$24.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8+ 0.46% |
$957 - $1.05K
|
1.73K
$346K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.5% |
$957 - $1.05K
|
1.61K
$322K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.67% |
$837 - $916
|
1.05K
$209K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
7+ 0.34% |
$837 - $916
|
2.06K
$411K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$717 - $785
|
6
$1.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 3.33% |
$598 - $654
|
155
$31K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5+ 0.02% |
$598 - $654
|
22.4K
$4.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
5New |
$598 - $654
|
5
$1K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.36% |
$478 - $523
|
1.12K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 17.65% |
$359 - $392
|
20
$4K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.89% |
$359 - $392
|
340
$68K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
3+ 0.12% |
$359 - $392
|
2.54K
$507K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 10.71% |
$359 - $392
|
31
$6.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.49% |
$359 - $392
|
610
$122K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.17% |
$359 - $392
|
1.77K
$354K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$239 - $262
|
2.52K
$505K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 20.0% |
$239 - $262
|
12
$2.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$239 - $262
|
2
$400
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.62% |
$239 - $262
|
323
$64.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.58% |
$120 - $131
|
172
$34.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.16% |
$120 - $131
|
608
$122K
|
|
|
Aug 07, 2025
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.16% |
$120 - $131
|
608
$122K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.35% |
$120 - $131
|
283
$56.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 4.55% |
$120 - $131
|
23
$4.6K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1- 0.06% |
$120 - $131
|
1.64K
$329K
|
|
|
Jul 26, 2024
Q2 2024
|
Gam Holding Ag
|
SELL
|
- |
-1- 0.05% |
$120 - $131
|
2.01K
$401K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.25% |
$239 - $262
|
790
$158K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-3- 0.15% |
$359 - $392
|
1.99K
$398K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3- 2.7% |
$359 - $392
|
108
$21.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 1.28% |
$359 - $392
|
231
$46.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3- 0.1% |
$359 - $392
|
2.94K
$588K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 4.26% |
$478 - $523
|
90
$18K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5- 1.58% |
$598 - $654
|
311
$62.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-6- 12.24% |
$717 - $785
|
43
$8.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6- 0.36% |
$717 - $785
|
1.64K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-6- 0.01% |
$717 - $785
|
41.1K
$8.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-8- 0.16% |
$957 - $1.05K
|
5.07K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9- 0.45% |
$1.08K - $1.18K
|
2.01K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11- 0.5% |
$1.32K - $1.44K
|
2.19K
$437K
|
|