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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
16.8KNew |
$2.01M - $2.2M
|
16.8K
$3.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-17- 1.63% |
$2.03K - $2.22K
|
1.03K
$208K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
121New |
$14.5K - $15.8K
|
121
$24.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
20New |
$2.39K - $2.62K
|
20
$4.05K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
12+ 66.67% |
$1.43K - $1.57K
|
30
$6.07K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-200- 50.0% |
$23.9K - $26.2K
|
200
$40.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$717 - $785
|
6
$1.21K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
284+ 2.86% |
$34K - $37.2K
|
10.2K
$2.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-239- 3.98% |
$28.6K - $31.3K
|
5.76K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
135New |
$16.1K - $17.7K
|
135
$27.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
696KNew |
$83.2M - $91M
|
696K
$141M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-357- 12.72% |
$42.7K - $46.7K
|
2.45K
$496K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$2.99K - $3.27K
|
25
$5.06K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
76+ 24.44% |
$9.09K - $9.94K
|
387
$78.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5+ 0.02% |
$598 - $654
|
22.4K
$4.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 6.06% |
$35.9K - $39.2K
|
4.65K
$942K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
150New |
$17.9K - $19.6K
|
150
$30.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
PUT |
7.5KNew |
$897K - $981K
|
7.5K
$1.52M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5- 1.58% |
$598 - $654
|
311
$63K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-117- 6.07% |
$14K - $15.3K
|
1.81K
$366K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.58% |
$120 - $131
|
172
$34.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 12.35% |
$12K - $13.1K
|
710
$144K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
197New |
$23.6K - $25.8K
|
197
$39.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.26K- 26.62% |
$150K - $164K
|
3.46K
$700K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
63.6KNew |
$7.61M - $8.32M
|
63.6K
$12.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-14- 1.83% |
$1.67K - $1.83K
|
750
$152K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-986- 8.8% |
$118K - $129K
|
10.2K
$2.07M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
3+ 0.12% |
$359 - $392
|
2.54K
$513K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
100New |
$12K - $13.1K
|
100
$20.2K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.69K+ 2711.76% |
$358K - $483K
|
3.82K
$774K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-993K- 92.45% |
$96.3M - $130M
|
81.1K
$16.4M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
300+ 100.0% |
$29.1K - $39.3K
|
600
$121K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.85KNew |
$568K - $767K
|
5.85K
$1.18M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12.5KClosed |
$1.21M - $1.63M
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
16+ 0.8% |
$1.55K - $2.1K
|
2.02K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-126- 4.4% |
$12.2K - $16.5K
|
2.74K
$554K
|
|
|
May 15, 2024
Q1 2024
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
189K+ 25.8% |
$18.3M - $24.8M
|
922K
$187M
|
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-48.9K- 22.13% |
$4.75M - $6.41M
|
172K
$34.9M
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-80.5K- 88.34% |
$7.8M - $10.5M
|
10.6K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-10K- 26.6% |
$970K - $1.31M
|
27.6K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-4.7K- 28.83% |
$456K - $616K
|
11.6K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-2.77K- 53.35% |
$269K - $364K
|
2.43K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
30KNew |
$2.91M - $3.93M
|
30K
$6.07M
|
|
|
May 15, 2024
Q1 2024
|
P Schoenfeld Asset Management LP
New York, NY |
BUY
|
- |
13.5KNew |
$1.31M - $1.77M
|
13.5K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Melqart Asset Management (Uk) LTD
London, X0 |
BUY
|
- |
128KNew |
$12.5M - $16.8M
|
128K
$26M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-9.2K- 68.66% |
$892K - $1.21M
|
4.2K
$850K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-307- 14.98% |
$29.8K - $40.2K
|
1.74K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
95New |
$9.22K - $12.5K
|
95
$19.2K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1.77KNew |
$172K - $232K
|
1.77K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
CALL |
100KNew |
$9.7M - $13.1M
|
100K
$20.2M
|
|