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 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-12.2KClosed |
$1.4M - $1.65M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-27- 19.85% |
$3.11K - $3.66K
|
109
$22.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-400Closed |
$46.1K - $54.2K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
152New |
$17.5K - $20.6K
|
152
$30.8K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-401Closed |
$46.2K - $54.3K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-54Closed |
$6.22K - $7.31K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
54New |
$6.22K - $7.31K
|
54
$10.9K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-104Closed |
$12K - $14.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-689Closed |
$66.7K - $85.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-89Closed |
$8.62K - $11.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-110KClosed |
$10.6M - $13.7M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-100Closed |
$9.68K - $12.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.15KClosed |
$789K - $1.01M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.2KClosed |
$213K - $273K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-62Closed |
$6K - $7.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
10.3KNew |
$995K - $1.28M
|
10.3K
$2.08M
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-10.7KClosed |
$1.04M - $1.33M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-353Closed |
$34.2K - $43.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-25.5K- 77.51% |
$2.47M - $3.17M
|
7.4K
$1.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-427Closed |
$41.3K - $53K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-121KClosed |
$11.7M - $15M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-264Closed |
$25.6K - $32.8K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-25.5KClosed |
$2.47M - $3.17M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-100Closed |
$9.68K - $12.4K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-181Closed |
$17.5K - $22.5K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
7.69KNew |
$744K - $954K
|
7.69K
$1.56M
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-2.25KClosed |
$218K - $279K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.85KClosed |
$276K - $354K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-103Closed |
$9.97K - $12.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-34Closed |
$3.29K - $4.22K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-501Closed |
$48.5K - $62.2K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Artemis Investment Management LLP
|
SELL
|
- |
-216KClosed |
$20.9M - $26.8M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
29New |
$2.81K - $3.6K
|
29
$5.87K
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-60- 76.92% |
$5.81K - $7.45K
|
18
$3.64K
|
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
BUY
|
CALL |
1.7KNew |
$165K - $211K
|
1.7K
$344K
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1KClosed |
$96.8K - $124K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
BUY
|
- |
250+ 1.39% |
$24.2K - $31K
|
18.3K
$3.7M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.91KNew |
$669K - $858K
|
6.91K
$1.4M
|
|
|
Jul 21, 2021
Q2 2021
|
Nat West Group PLC
|
SELL
|
- |
-54.4KClosed |
$5.27M - $6.76M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$751K - $963K
|
7.76K
$1.57M
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-30Closed |
$2.9K - $3.73K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38+ 14.5% |
$3.68K - $4.72K
|
300
$60.7K
|
|
|
Jul 19, 2021
Q2 2021
|
Fruth Investment Management
|
BUY
|
- |
200+ 5.26% |
$19.4K - $24.8K
|
4K
$810K
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
201New |
$19.5K - $25K
|
201
$40.7K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
11New |
$1.06K - $1.37K
|
11
$2.23K
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-39- 2.33% |
$3.21K - $3.99K
|
1.63K
$330K
|
|
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
55KNew |
$4.52M - $5.62M
|
55K
$11.1M
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
100New |
$8.22K - $10.2K
|
100
$20.2K
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-7Closed |
$575 - $716
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-10.3KClosed |
$846K - $1.05M
|
0
$0
|
|