Latest Institutional Transactions on Discover Financial Services (DFS)
This table provides information on the latest institutional transactions involving Discover Financial Services (DFS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6- 0.2% |
$918 - $1.22K
|
2.92K
$467K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-33- 1.66% |
$5.05K - $6.71K
|
1.95K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
145+ 71.43% |
$22.2K - $29.5K
|
348
$55.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
22+ 12.79% |
$3.37K - $4.47K
|
194
$31K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.3K+ 49.59% |
$352K - $468K
|
6.94K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
39+ 1.78% |
$5.97K - $7.93K
|
2.23K
$355K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-8K- 8.01% |
$1.22M - $1.63M
|
91.9K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
163+ 3.72% |
$24.9K - $33.1K
|
4.54K
$725K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
134+ 0.51% |
$20.5K - $27.2K
|
26.3K
$4.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 40.0% |
$1.84K - $2.44K
|
18
$2.87K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-353- 10.23% |
$54K - $71.7K
|
3.1K
$495K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
82+ 6.46% |
$12.5K - $16.7K
|
1.35K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-26- 1.01% |
$3.98K - $5.28K
|
2.56K
$408K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.72K+ 54.52% |
$1.49M - $1.98M
|
27.5K
$4.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 1.21% |
$5.35K - $7.11K
|
2.87K
$457K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7New |
$1.07K - $1.42K
|
7
$1.12K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
143+ 8.71% |
$21.9K - $29.1K
|
1.79K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.33KNew |
$969K - $1.29M
|
6.33K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4.88K- 62.48% |
$746K - $992K
|
2.93K
$468K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.46K- 39.15% |
$836K - $1.11M
|
8.49K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-5.52K- 23.09% |
$845K - $1.12M
|
18.4K
$2.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
21+ 1.15% |
$3.21K - $4.27K
|
1.85K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
378+ 27.16% |
$57.8K - $76.8K
|
1.77K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-190- 0.89% |
$29.1K - $38.6K
|
21.2K
$3.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-505- 2.57% |
$77.3K - $103K
|
19.1K
$3.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-70- 35.0% |
$10.7K - $14.2K
|
130
$20.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-8- 0.29% |
$1.22K - $1.63K
|
2.77K
$441K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
97+ 3.79% |
$14.8K - $19.7K
|
2.66K
$424K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.07K+ 3.39% |
$316K - $420K
|
63.1K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
2+ 7.14% |
$306 - $407
|
30
$4.79K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
59+ 8.64% |
$9.03K - $12K
|
742
$118K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
251+ 8.91% |
$38.4K - $51K
|
3.07K
$490K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-216- 10.53% |
$33K - $43.9K
|
1.84K
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1- 0.07% |
$153 - $203
|
1.43K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.88K- 37.0% |
$288K - $383K
|
3.21K
$512K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-269- 0.86% |
$41.2K - $54.7K
|
31.1K
$4.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-997- 11.96% |
$153K - $203K
|
7.34K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-28- 0.19% |
$4.28K - $5.69K
|
14.4K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
146New |
$22.3K - $29.7K
|
146
$23.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
64+ 1.8% |
$9.79K - $13K
|
3.63K
$579K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 5.56% |
$612 - $813
|
76
$12.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
172K+ 2420.27% |
$26.4M - $35M
|
180K
$28.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-315- 3.92% |
$48.2K - $64K
|
7.73K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.21K- 46.4% |
$339K - $450K
|
2.56K
$408K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
5+ 0.24% |
$765 - $1.02K
|
2.07K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-5.24K- 4.36% |
$801K - $1.06M
|
115K
$18.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-450- 2.84% |
$68.8K - $91.5K
|
15.4K
$2.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.6K+ 7.15% |
$245K - $326K
|
24K
$3.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 3.36% |
$765 - $1.02K
|
154
$24.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
120+ 5.81% |
$18.4K - $24.4K
|
2.19K
$349K
|