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 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$160K - $214K
|
1.17K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
72+ 4.94% |
$9.81K - $13.2K
|
1.53K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-13- 0.44% |
$1.77K - $2.37K
|
2.94K
$584K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
24+ 0.3% |
$3.27K - $4.38K
|
8.04K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-318- 6.21% |
$43.3K - $58.1K
|
4.8K
$953K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5+ 0.3% |
$682 - $913
|
1.66K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-300- 15.57% |
$40.9K - $54.8K
|
1.63K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
291KNew |
$39.7M - $53.2M
|
291K
$57.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.32K- 2.84% |
$180K - $241K
|
45.2K
$8.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.7K- 2.7% |
$777K - $1.04M
|
205K
$40.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.64K+ 4.44% |
$224K - $300K
|
38.5K
$7.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.01K- 4.4% |
$274K - $367K
|
43.6K
$8.66M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-916- 9.13% |
$125K - $167K
|
9.11K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.02K+ 16.38% |
$276K - $370K
|
14.4K
$2.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.88K+ 1227.85% |
$529K - $709K
|
4.2K
$833K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
200New |
$27.3K - $36.5K
|
200
$39.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.53K+ 128.18% |
$1.3M - $1.74M
|
17K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
340New |
$46.3K - $62.1K
|
340
$67.5K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-6K- 4.15% |
$818K - $1.1M
|
139K
$27.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
25+ 0.7% |
$3.41K - $4.57K
|
3.59K
$712K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
304New |
$41.4K - $55.5K
|
304
$60.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.03KNew |
$277K - $371K
|
2.03K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.43K+ 66.95% |
$876K - $1.17M
|
16K
$3.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.63K+ 12.37% |
$222K - $298K
|
14.8K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.23KNew |
$576K - $772K
|
4.23K
$839K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.11K- 18.44% |
$287K - $385K
|
9.31K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.54K+ 5.95% |
$755K - $1.01M
|
98.5K
$19.6M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-429- 8.57% |
$58.5K - $78.4K
|
4.57K
$908K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
37+ 2.07% |
$5.04K - $6.76K
|
1.83K
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
243+ 10.91% |
$33.1K - $44.4K
|
2.47K
$491K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-153- 5.77% |
$20.9K - $27.9K
|
2.5K
$496K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.25K- 76.62% |
$170K - $227K
|
380
$75.4K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-11.4K- 4.47% |
$1.55M - $2.08M
|
244K
$48.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.88K- 2.14% |
$393K - $526K
|
132K
$26.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-209K- 19.1% |
$28.5M - $38.1M
|
885K
$176M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.64% |
$27.3K - $36.5K
|
12K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-90- 4.72% |
$12.3K - $16.4K
|
1.82K
$361K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.05K- 0.79% |
$552K - $740K
|
508K
$101M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
177+ 0.63% |
$24.1K - $32.3K
|
28.1K
$5.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8.65K+ 472.07% |
$1.18M - $1.58M
|
10.5K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
177+ 6.71% |
$24.1K - $32.3K
|
2.82K
$559K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
112+ 4.47% |
$15.3K - $20.5K
|
2.62K
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
610+ 40.75% |
$83.1K - $111K
|
2.11K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.25% |
$1.64K - $2.19K
|
4.82K
$957K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-224K- 99.28% |
$30.5M - $40.9M
|
1.62K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.89K- 27.34% |
$531K - $711K
|
10.3K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
292+ 14.76% |
$39.8K - $53.3K
|
2.27K
$451K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
428+ 24.94% |
$58.3K - $78.2K
|
2.14K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.93% |
$273 - $365
|
212
$42.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
63New |
$8.59K - $11.5K
|
63
$12.5K
|