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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.63KNew |
$158K - $214K
|
1.63K
$330K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-421- 42.1% |
$40.8K - $55.2K
|
579
$117K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 1.94% |
$4.85K - $6.55K
|
2.53K
$512K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38+ 345.45% |
$3.69K - $4.98K
|
49
$9.92K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
3.07KNew |
$298K - $402K
|
3.07K
$622K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-26- 1.66% |
$2.52K - $3.41K
|
1.54K
$311K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.6KNew |
$155K - $209K
|
1.6K
$324K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-350- 14.67% |
$34K - $45.9K
|
2.04K
$412K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
70New |
$6.79K - $9.18K
|
70
$14.2K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
117+ 33.33% |
$11.3K - $15.3K
|
468
$94.8K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
98+ 5.48% |
$9.51K - $12.8K
|
1.89K
$382K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-10.9K- 80.88% |
$1.06M - $1.43M
|
2.57K
$521K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-715- 30.62% |
$69.4K - $93.7K
|
1.62K
$328K
|
|
|
May 03, 2024
Q1 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-6.27K- 9.36% |
$608K - $822K
|
60.7K
$12.3M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.16KNew |
$113K - $153K
|
1.16K
$236K
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
7.5KNew |
$728K - $983K
|
7.5K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
50+ 2.5% |
$4.85K - $6.55K
|
2.05K
$415K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.5K- 41.95% |
$146K - $197K
|
2.08K
$421K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$194 - $262
|
2
$405
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-125- 6.27% |
$12.1K - $16.4K
|
1.87K
$378K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 24.0% |
$582 - $787
|
31
$6.28K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-70- 2.82% |
$6.79K - $9.18K
|
2.41K
$488K
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-2.52K- 1.76% |
$244K - $330K
|
141K
$28.5M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-400- 12.5% |
$38.8K - $52.4K
|
2.8K
$567K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.87K- 98.68% |
$181K - $244K
|
25
$5.06K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-229- 10.17% |
$22.2K - $30K
|
2.02K
$410K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.95K+ 18.9% |
$190K - $256K
|
12.3K
$2.49M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.88KNew |
$183K - $247K
|
1.88K
$381K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.03K- 77.21% |
$197K - $266K
|
599
$121K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-38- 50.0% |
$3.69K - $4.98K
|
38
$7.69K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-42.4K- 73.88% |
$4.11M - $5.56M
|
15K
$3.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$485 - $655
|
5
$1.01K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
15New |
$1.46K - $1.97K
|
15
$3.04K
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
201+ 8.04% |
$19.5K - $26.3K
|
2.7K
$547K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-35- 46.67% |
$3.4K - $4.59K
|
40
$8.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$970 - $1.31K
|
10
$2.02K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
173+ 4.99% |
$16.8K - $22.7K
|
3.64K
$738K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-915- 4.07% |
$88.8K - $120K
|
21.6K
$4.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-2- 0.08% |
$194 - $262
|
2.41K
$488K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-830- 88.49% |
$80.5K - $109K
|
108
$21.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-11.8K- 74.21% |
$1.14M - $1.55M
|
4.1K
$830K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7KNew |
$679K - $917K
|
7K
$1.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 4.0% |
$97 - $131
|
26
$5.26K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.28KNew |
$221K - $299K
|
2.28K
$462K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
1.67KNew |
$162K - $219K
|
1.67K
$339K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.53KNew |
$148K - $200K
|
1.53K
$309K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.48K- 47.22% |
$144K - $194K
|
1.65K
$335K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-59- 86.76% |
$5.72K - $7.73K
|
9
$1.82K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-300- 11.34% |
$29.1K - $39.3K
|
2.35K
$475K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-5- 2.51% |
$485 - $655
|
194
$39.3K
|