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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
1.25KNew |
$170K - $228K
|
1.25K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
1KNew |
$136K - $183K
|
1K
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-468- 14.05% |
$63.8K - $85.5K
|
2.86K
$568K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-37- 1.42% |
$5.04K - $6.76K
|
2.57K
$509K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
49New |
$6.68K - $8.95K
|
49
$9.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
326+ 28.45% |
$44.4K - $59.6K
|
1.47K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 4.26% |
$81.8K - $110K
|
13.5K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-131- 7.71% |
$17.9K - $23.9K
|
1.57K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-302- 1.9% |
$41.2K - $55.2K
|
15.6K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.26KNew |
$172K - $231K
|
1.26K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.45KNew |
$198K - $265K
|
1.45K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.39KNew |
$190K - $255K
|
1.39K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.51K- 16.72% |
$751K - $1.01M
|
27.4K
$5.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-14.6K- 31.65% |
$1.98M - $2.66M
|
31.4K
$6.24M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.03MNew |
$277M - $371M
|
2.03M
$403M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
50+ 11.04% |
$6.82K - $9.13K
|
503
$99.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-200- 0.23% |
$27.3K - $36.5K
|
86.7K
$17.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.48KNew |
$202K - $271K
|
1.48K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
106+ 0.3% |
$14.4K - $19.4K
|
35.5K
$7.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.13K+ 0.56% |
$427K - $572K
|
562K
$112M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-65- 40.37% |
$8.86K - $11.9K
|
96
$19.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
34New |
$4.63K - $6.21K
|
34
$6.75K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.43% |
$136 - $183
|
233
$46.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.04K- 44.4% |
$142K - $190K
|
1.31K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-436- 12.37% |
$59.4K - $79.6K
|
3.09K
$613K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
305+ 18.33% |
$41.6K - $55.7K
|
1.97K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
28New |
$3.82K - $5.11K
|
28
$5.56K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-582- 13.93% |
$79.3K - $106K
|
3.6K
$714K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-2.62K- 1.38% |
$358K - $479K
|
187K
$37.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-107- 6.67% |
$14.6K - $19.5K
|
1.5K
$297K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-792- 10.06% |
$108K - $145K
|
7.08K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-136- 1.51% |
$18.5K - $24.8K
|
8.88K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
648+ 12.27% |
$88.3K - $118K
|
5.93K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-37.2K- 65.0% |
$5.07M - $6.79M
|
20K
$3.97M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$136 - $183
|
3
$596
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-91- 2.98% |
$12.4K - $16.6K
|
2.96K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.48K+ 32.3% |
$339K - $454K
|
10.2K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
280New |
$38.2K - $51.1K
|
280
$55.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$273 - $365
|
2
$397
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-245- 1.52% |
$33.4K - $44.8K
|
15.9K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-864- 3.02% |
$118K - $158K
|
27.7K
$5.5M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.45K+ 26.4% |
$334K - $448K
|
11.7K
$2.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.43KNew |
$195K - $261K
|
1.43K
$283K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.24KNew |
$168K - $226K
|
1.24K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
57+ 0.93% |
$7.77K - $10.4K
|
6.16K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.19K+ 3.29% |
$162K - $217K
|
37.3K
$7.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-524- 0.95% |
$71.4K - $95.7K
|
54.4K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.6K+ 31.62% |
$899K - $1.21M
|
27.5K
$5.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
175+ 76.09% |
$23.9K - $32K
|
405
$80.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.75K- 17.84% |
$239K - $320K
|
8.07K
$1.6M
|