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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.03MNew |
$277M - $371M
|
2.03M
$403M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
291KNew |
$39.7M - $53.2M
|
291K
$57.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
226KNew |
$30.7M - $41.2M
|
226K
$44.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
148K+ 19.0% |
$20.1M - $27M
|
924K
$183M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
135K+ 1933.8% |
$18.5M - $24.7M
|
142K
$28.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
102KNew |
$13.9M - $18.6M
|
102K
$20.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
46.2K+ 62.61% |
$6.3M - $8.45M
|
120K
$23.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
19.1KNew |
$2.6M - $3.49M
|
19.1K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 24.19% |
$1.49M - $2M
|
56.2K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
10.3KNew |
$1.4M - $1.88M
|
10.3K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.53K+ 128.18% |
$1.3M - $1.74M
|
17K
$3.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8.65K+ 472.07% |
$1.18M - $1.58M
|
10.5K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
7.81KNew |
$1.06M - $1.43M
|
7.81K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.6K+ 31.62% |
$899K - $1.21M
|
27.5K
$5.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.43K+ 66.95% |
$876K - $1.17M
|
16K
$3.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
6K+ 13.9% |
$818K - $1.1M
|
49.2K
$9.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.54K+ 5.95% |
$755K - $1.01M
|
98.5K
$19.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
5.41KNew |
$738K - $988K
|
5.41K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.97KNew |
$678K - $908K
|
4.97K
$987K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.23KNew |
$576K - $772K
|
4.23K
$839K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4K+ 4.17% |
$545K - $731K
|
99.9K
$19.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.88K+ 1227.85% |
$529K - $709K
|
4.2K
$833K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.76K+ 16.79% |
$513K - $687K
|
26.2K
$5.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.6KNew |
$491K - $658K
|
3.6K
$715K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.42KNew |
$466K - $624K
|
3.42K
$679K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.29K+ 6.44% |
$449K - $601K
|
54.4K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.13K+ 0.56% |
$427K - $572K
|
562K
$112M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.92KNew |
$398K - $533K
|
2.92K
$580K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.92KNew |
$397K - $532K
|
2.92K
$579K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.54KNew |
$346K - $464K
|
2.54K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.48K+ 32.3% |
$339K - $454K
|
10.2K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.45K+ 26.4% |
$334K - $448K
|
11.7K
$2.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.34KNew |
$319K - $428K
|
2.34K
$465K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.2K+ 0.65% |
$300K - $402K
|
342K
$67.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.03KNew |
$277K - $371K
|
2.03K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.02K+ 16.38% |
$276K - $370K
|
14.4K
$2.85M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.02K+ 11.12% |
$275K - $368K
|
20.2K
$4M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
2KNew |
$272K - $364K
|
2K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.72KNew |
$235K - $315K
|
1.72K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.7K+ 13.94% |
$232K - $311K
|
13.9K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.64K+ 4.44% |
$224K - $300K
|
38.5K
$7.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.63K+ 12.37% |
$222K - $298K
|
14.8K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.63KNew |
$221K - $297K
|
1.63K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.6K+ 32.0% |
$218K - $292K
|
6.6K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.49KNew |
$203K - $272K
|
1.49K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.48KNew |
$202K - $271K
|
1.48K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.45KNew |
$198K - $265K
|
1.45K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.44KNew |
$197K - $264K
|
1.44K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.43KNew |
$195K - $261K
|
1.43K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
1.41KNew |
$192K - $257K
|
1.41K
$280K
|