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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1- 0.06% |
$123 - $145
|
1.74K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.47K- 25.8% |
$798K - $936K
|
18.6K
$3.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-238- 0.52% |
$29.4K - $34.4K
|
45.6K
$9.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
586+ 25.22% |
$72.3K - $84.8K
|
2.91K
$585K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
895+ 47.63% |
$110K - $130K
|
2.77K
$558K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-5.88K- 6.72% |
$726K - $851K
|
81.7K
$16.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-850- 3.96% |
$105K - $123K
|
20.6K
$4.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-58- 2.11% |
$7.16K - $8.39K
|
2.69K
$542K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-285- 31.77% |
$35.2K - $41.2K
|
612
$123K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.29% |
$24.7K - $28.9K
|
68.4K
$13.8M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
275+ 2.35% |
$33.9K - $39.8K
|
12K
$2.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.19K- 3.3% |
$147K - $172K
|
34.9K
$7.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-315- 13.63% |
$38.9K - $45.6K
|
2K
$401K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.28K+ 36.03% |
$528K - $619K
|
16.2K
$3.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-68- 2.62% |
$8.39K - $9.84K
|
2.53K
$509K
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.45KNew |
$179K - $210K
|
1.45K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.96KNew |
$365K - $428K
|
2.96K
$594K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.5K- 0.74% |
$308K - $361K
|
334K
$67.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
123New |
$15.2K - $17.8K
|
123
$24.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12- 0.57% |
$1.48K - $1.74K
|
2.08K
$419K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.54K+ 14.62% |
$191K - $223K
|
12.1K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
13.4K+ 21.47% |
$1.66M - $1.94M
|
76K
$15.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
68+ 27.42% |
$8.39K - $9.84K
|
316
$63.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
46New |
$5.68K - $6.66K
|
46
$9.25K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
700+ 16.28% |
$86.4K - $101K
|
5K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
616+ 0.19% |
$76K - $89.1K
|
327K
$65.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
82New |
$10.1K - $11.9K
|
82
$16.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
9.68KNew |
$1.19M - $1.4M
|
9.68K
$1.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.37K- 43.26% |
$169K - $198K
|
1.79K
$361K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
319+ 0.34% |
$39.4K - $46.2K
|
93K
$18.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
12.6KNew |
$1.55M - $1.82M
|
12.6K
$2.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.45KNew |
$179K - $210K
|
1.45K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
33.2K+ 2106.22% |
$4.09M - $4.8M
|
34.7K
$6.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-7- 0.05% |
$864 - $1.01K
|
15.2K
$3.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 1.11% |
$617 - $724
|
456
$91.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.68K+ 57.83% |
$578K - $678K
|
12.8K
$2.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-62- 6.19% |
$7.65K - $8.97K
|
940
$189K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.19K- 11.29% |
$147K - $172K
|
9.34K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-34- 5.56% |
$4.2K - $4.92K
|
577
$116K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.23K- 31.29% |
$275K - $322K
|
4.89K
$982K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24- 1.06% |
$2.96K - $3.47K
|
2.25K
$452K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
11New |
$1.36K - $1.59K
|
11
$2.21K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
19+ 0.74% |
$2.34K - $2.75K
|
2.6K
$522K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.1K- 0.62% |
$136K - $160K
|
176K
$35.5M
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
BUY
|
- |
27K+ 5.53% |
$3.33M - $3.91M
|
516K
$104M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.52K+ 3.69% |
$311K - $365K
|
70.9K
$14.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.65KNew |
$204K - $239K
|
1.65K
$333K
|
|
|
Oct 31, 2024
Q3 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-37.1K- 32.45% |
$4.58M - $5.37M
|
77.2K
$15.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-190- 0.91% |
$23.4K - $27.5K
|
20.8K
$4.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
6.28K+ 105.62% |
$775K - $908K
|
12.2K
$2.46M
|