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 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
1.76KNew |
$217K - $254K
|
1.76K
$353K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.04K- 22.56% |
$252K - $295K
|
7K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-399- 7.85% |
$49.2K - $57.7K
|
4.69K
$942K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
150New |
$18.5K - $21.7K
|
150
$30.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
123+ 6.78% |
$15.2K - $17.8K
|
1.94K
$390K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4+ 0.1% |
$494 - $579
|
4.04K
$812K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
189+ 11.19% |
$23.3K - $27.4K
|
1.88K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
255+ 1.97% |
$31.5K - $36.9K
|
13.2K
$2.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-33- 0.6% |
$4.07K - $4.78K
|
5.47K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6- 46.15% |
$740 - $868
|
7
$1.41K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.69KNew |
$208K - $244K
|
1.69K
$339K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-130- 4.25% |
$16K - $18.8K
|
2.93K
$589K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-46.9K- 91.7% |
$5.79M - $6.78M
|
4.25K
$853K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
151KNew |
$18.6M - $21.8M
|
151K
$30.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
18+ 0.03% |
$2.22K - $2.6K
|
51.9K
$10.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
982New |
$121K - $142K
|
982
$197K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5- 2.21% |
$617 - $724
|
221
$44.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
282+ 4.01% |
$34.8K - $40.8K
|
7.31K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Lb Partners LLC
Charlottesville, VA |
BUY
|
- |
10K+ 27.51% |
$1.23M - $1.45M
|
46.4K
$9.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
263+ 4.44% |
$32.5K - $38.1K
|
6.19K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.57K- 99.68% |
$194K - $227K
|
5
$1.01K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-18- 0.64% |
$2.22K - $2.6K
|
2.8K
$564K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.03K+ 5.22% |
$374K - $439K
|
61.1K
$12.3M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-62- 9.89% |
$7.65K - $8.97K
|
565
$114K
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
3.56KNew |
$439K - $515K
|
3.56K
$716K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.9K+ 12.73% |
$2.08M - $2.44M
|
149K
$30M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 14.14% |
$1.73K - $2.03K
|
113
$22.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.45K- 6.79% |
$549K - $643K
|
61K
$12.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
218New |
$26.9K - $31.5K
|
218
$43.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-75- 25.86% |
$9.26K - $10.9K
|
215
$43.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.27% |
$864 - $1.01K
|
2.63K
$528K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-63- 78.75% |
$7.77K - $9.12K
|
17
$3.42K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 1.95% |
$617 - $724
|
262
$52.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4New |
$494 - $579
|
4
$804
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
800+ 40.0% |
$98.7K - $116K
|
2.8K
$563K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
912+ 10.49% |
$113K - $132K
|
9.6K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
157+ 506.45% |
$19.4K - $22.7K
|
188
$37.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
243New |
$30K - $35.2K
|
243
$48.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-62- 2.78% |
$7.65K - $8.97K
|
2.17K
$436K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-13- 0.04% |
$1.6K - $1.88K
|
31.3K
$6.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-134- 7.06% |
$16.5K - $19.4K
|
1.76K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
53New |
$6.54K - $7.67K
|
53
$10.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
517+ 0.81% |
$63.8K - $74.8K
|
64.5K
$13M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$18.5K - $21.7K
|
150
$30.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.6K+ 458.45% |
$197K - $232K
|
1.95K
$392K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30- 2.58% |
$3.7K - $4.34K
|
1.13K
$228K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.89K- 49.97% |
$233K - $274K
|
1.89K
$380K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.67K+ 491.79% |
$577K - $676K
|
5.62K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$123 - $145
|
1
$201
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
16.9KNew |
$2.09M - $2.45M
|
16.9K
$3.4M
|