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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.46K+ 3.31% |
$1.17M - $1.37M
|
295K
$59.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.06% |
$494 - $579
|
6.4K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
613+ 37.31% |
$75.7K - $88.7K
|
2.26K
$454K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.43KNew |
$177K - $207K
|
1.43K
$288K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-868- 4.15% |
$107K - $126K
|
20.1K
$4.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.4K- 2.44% |
$296K - $347K
|
95.9K
$19.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.21K- 3.18% |
$149K - $175K
|
36.8K
$7.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.18K- 4.65% |
$145K - $170K
|
24.1K
$4.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
62+ 3.21% |
$7.65K - $8.97K
|
1.99K
$400K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-13.1K- 21.06% |
$1.62M - $1.9M
|
49.3K
$9.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
217+ 6.27% |
$26.8K - $31.4K
|
3.68K
$739K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28New |
$3.46K - $4.05K
|
28
$5.63K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-20- 0.23% |
$2.47K - $2.89K
|
8.59K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-396- 4.19% |
$48.9K - $57.3K
|
9.06K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.27K- 53.11% |
$404K - $474K
|
2.89K
$581K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.81% |
$864 - $1.01K
|
869
$175K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-121- 2.02% |
$14.9K - $17.5K
|
5.86K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-55- 12.09% |
$6.79K - $7.96K
|
400
$80.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
25+ 0.91% |
$3.09K - $3.62K
|
2.76K
$555K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-51- 1.03% |
$6.29K - $7.38K
|
4.9K
$986K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 1.02% |
$123 - $145
|
99
$19.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 16.67% |
$247 - $289
|
14
$2.81K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60New |
$7.4K - $8.68K
|
60
$12.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
305+ 18.94% |
$37.6K - $44.1K
|
1.92K
$385K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
56.8K+ 14.84% |
$7.01M - $8.22M
|
440K
$88.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
702+ 4.93% |
$86.6K - $102K
|
14.9K
$3M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 2.12% |
$12.3K - $14.5K
|
4.62K
$929K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-206- 0.79% |
$25.4K - $29.8K
|
25.9K
$5.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
308+ 0.78% |
$38K - $44.6K
|
39.7K
$7.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20+ 1.12% |
$2.47K - $2.89K
|
1.81K
$363K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
360+ 22.97% |
$44.4K - $52.1K
|
1.93K
$387K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-27.3K- 15.87% |
$3.37M - $3.95M
|
145K
$29.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-54- 0.25% |
$6.66K - $7.81K
|
21.4K
$4.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 43.86% |
$12.3K - $14.5K
|
128
$25.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
321+ 20.05% |
$39.6K - $46.5K
|
1.92K
$386K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
649+ 7.59% |
$80.1K - $93.9K
|
9.2K
$1.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-115- 6.81% |
$14.2K - $16.6K
|
1.57K
$316K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
75+ 0.43% |
$9.26K - $10.9K
|
17.7K
$3.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-223- 51.03% |
$27.5K - $32.3K
|
214
$43K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.23K+ 7.4% |
$275K - $323K
|
32.4K
$6.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.68K- 9.64% |
$331K - $388K
|
25.1K
$5.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
69+ 2.74% |
$8.52K - $9.99K
|
2.59K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.4K+ 4.05% |
$297K - $348K
|
61.8K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-147- 5.6% |
$18.1K - $21.3K
|
2.48K
$499K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-190- 67.14% |
$23.4K - $27.5K
|
93
$18.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.19% |
$247 - $289
|
1.05K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-41- 1.29% |
$5.06K - $5.93K
|
3.13K
$629K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-31- 28.97% |
$3.83K - $4.49K
|
76
$15.3K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-695- 26.59% |
$85.8K - $101K
|
1.92K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-114- 2.77% |
$14.1K - $16.5K
|
4.01K
$805K
|