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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.9K- 5.44% |
$259K - $347K
|
33K
$5.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.87K- 2.15% |
$254K - $341K
|
84.9K
$14.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
15+ 0.23% |
$2.04K - $2.74K
|
6.67K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
293+ 9.91% |
$39.9K - $53.5K
|
3.25K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.16% |
$136 - $183
|
609
$104K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.67KNew |
$227K - $305K
|
1.67K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
178+ 3.82% |
$24.3K - $32.5K
|
4.84K
$826K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
215+ 0.56% |
$29.3K - $39.3K
|
38.8K
$6.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.17K- 25.99% |
$160K - $214K
|
3.34K
$570K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 31.71% |
$268K - $359K
|
8.15K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.84K+ 6.73% |
$523K - $701K
|
60.9K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.15K- 24.1% |
$157K - $210K
|
3.62K
$618K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.5% |
$4.5K - $6.03K
|
2.16K
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.51K- 19.54% |
$205K - $275K
|
6.2K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
247+ 1.53% |
$33.7K - $45.1K
|
16.4K
$2.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27.6KNew |
$3.76M - $5.03M
|
27.6K
$4.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$682 - $913
|
5
$854
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-556- 2.3% |
$75.8K - $102K
|
23.7K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1+ 0.04% |
$136 - $183
|
2.38K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
820+ 8.91% |
$112K - $150K
|
10K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-16- 0.62% |
$2.18K - $2.92K
|
2.58K
$441K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$208K - $278K
|
1.52K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-55- 3.1% |
$7.5K - $10K
|
1.72K
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 0.22% |
$3.27K - $4.38K
|
11.1K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-350- 5.13% |
$47.7K - $63.9K
|
6.47K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.5K+ 0.61% |
$1.43M - $1.92M
|
1.74M
$297M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
280+ 16.61% |
$38.2K - $51.1K
|
1.97K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.44% |
$40.9K - $54.8K
|
68.1K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-316- 0.39% |
$43.1K - $57.7K
|
81.4K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.23K+ 1.59% |
$168K - $225K
|
78.6K
$13.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
71+ 0.04% |
$9.68K - $13K
|
177K
$30.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
34.7KNew |
$4.74M - $6.35M
|
34.7K
$5.93M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
348New |
$47.4K - $63.6K
|
348
$59.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100+ 17.33% |
$13.6K - $18.3K
|
677
$116K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 10.91% |
$190K - $255K
|
14.2K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
361+ 78.48% |
$49.2K - $65.9K
|
821
$140K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.13K+ 1.57% |
$154K - $206K
|
72.9K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-208K- 99.42% |
$28.3M - $38M
|
1.21K
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
42+ 1.91% |
$5.72K - $7.67K
|
2.25K
$383K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-10.9K- 19.61% |
$1.49M - $1.99M
|
44.7K
$7.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
222KNew |
$30.3M - $40.6M
|
222K
$37.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
10+ 1.06% |
$1.36K - $1.83K
|
950
$162K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-266- 17.67% |
$36.3K - $48.6K
|
1.24K
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-29- 0.19% |
$3.95K - $5.3K
|
15.2K
$2.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.41K- 50.0% |
$328K - $440K
|
2.41K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-22.2K- 19.81% |
$3.03M - $4.06M
|
89.9K
$15.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.76K- 31.71% |
$240K - $322K
|
3.8K
$648K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4+ 0.28% |
$545 - $731
|
1.44K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-67- 2.92% |
$9.13K - $12.2K
|
2.23K
$380K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
16.6KNew |
$2.26M - $3.03M
|
16.6K
$2.83M
|