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 |
---|---|---|---|---|---|---|---|
Aug 12, 2020
Q2 2020
|
First Business Financial Services, Inc.
|
SELL
|
- |
-12.1KClosed |
$346K - $744K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
126New |
$3.59K - $7.72K
|
126
$25.5K
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.13KClosed |
$60.9K - $131K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-22Closed |
$628 - $1.35K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-268K- 92.26% |
$7.64M - $16.4M
|
22.5K
$4.55M
|
|
Aug 10, 2020
Q2 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-30- 18.87% |
$856 - $1.84K
|
129
$26.1K
|
|
Aug 10, 2020
Q2 2020
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-47.1KClosed |
$1.34M - $2.89M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Corbyn Investment Management Inc
|
SELL
|
- |
-83.3KClosed |
$2.38M - $5.1M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-233Closed |
$6.65K - $14.3K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
4KNew |
$114K - $245K
|
4K
$810K
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-6Closed |
$171 - $368
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-100Closed |
$2.85K - $6.13K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-10Closed |
$285 - $613
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-56.1KClosed |
$1.6M - $3.44M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Highland Capital Management, LLC
|
SELL
|
- |
-9.69KClosed |
$276K - $594K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Kessler Investment Group, LLC
|
SELL
|
- |
-653Closed |
$18.6K - $40K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-41Closed |
$1.17K - $2.51K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
CALL |
-400- 66.67% |
$11.4K - $24.5K
|
200
$40.5K
|
|
Jul 15, 2020
Q2 2020
|
Selective Wealth Management, Inc.
|
SELL
|
CALL |
-349KClosed |
$9.95M - $21.4M
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
88New |
$2.51K - $5.39K
|
88
$17.8K
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.54KClosed |
$43.9K - $94.3K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Univest Financial Corp
|
SELL
|
- |
-56.2KClosed |
$1.6M - $3.44M
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
West Oak Capital, LLC
|
SELL
|
- |
-780Closed |
$22.3K - $47.8K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-19.5KClosed |
$555K - $1.19M
|
0
$0
|
|
Q1 2020 | |||||||
Jun 19, 2020
Q1 2020
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-2.5KClosed |
$63.1K - $215K
|
0
$0
|
|
Jun 04, 2020
Q1 2020
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-9KClosed |
$227K - $773K
|
0
$0
|
|
May 21, 2020
Q1 2020
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-106KClosed |
$2.68M - $9.11M
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.95KClosed |
$99.7K - $339K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-17.1KClosed |
$432K - $1.47M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-13.3KClosed |
$336K - $1.14M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-2.91KClosed |
$73.4K - $249K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-32KClosed |
$808K - $2.75M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-5.27KClosed |
$133K - $452K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-27.5KClosed |
$694K - $2.36M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-76Closed |
$1.92K - $6.52K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-102KClosed |
$2.58M - $8.78M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-244Closed |
$6.16K - $20.9K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-222Closed |
$5.61K - $19.1K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-580KClosed |
$14.7M - $49.8M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-8.07KClosed |
$204K - $693K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
632New |
$16K - $54.3K
|
632
$128K
|
|
May 13, 2020
Q1 2020
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-48.8KClosed |
$1.23M - $4.19M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-13.6KClosed |
$344K - $1.17M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-20.7KClosed |
$521K - $1.77M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-12.1KClosed |
$305K - $1.04M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-27.2KClosed |
$687K - $2.34M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.3KClosed |
$83.3K - $283K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-13.9KClosed |
$351K - $1.19M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.06KClosed |
$77.3K - $263K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-12Closed |
$303 - $1.03K
|
0
$0
|