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 07, 2020
Q1 2020
|
Dempze Nancy E
|
SELL
|
- |
-3.55KClosed |
$89.5K - $304K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.54KClosed |
$89.5K - $304K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.11KClosed |
$78.5K - $267K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
42New |
$1.06K - $3.61K
|
42
$8.5K
|
|
May 05, 2020
Q1 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-3KClosed |
$75.8K - $258K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-4.33KClosed |
$109K - $372K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-643Closed |
$16.2K - $55.2K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-7.56KClosed |
$191K - $649K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-309Closed |
$7.8K - $26.5K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.77KClosed |
$95.1K - $323K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-47Closed |
$1.19K - $4.03K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-5KClosed |
$126K - $429K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-10.4KClosed |
$264K - $897K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-47.7KClosed |
$1.21M - $4.1M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-28Closed |
$707 - $2.4K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-472Closed |
$11.9K - $40.5K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Adirondack Trust CO
|
SELL
|
- |
-1K- 69.44% |
$25.3K - $85.9K
|
440
$89.1K
|
|
Apr 23, 2020
Q1 2020
|
White Pine Investment CO
|
SELL
|
- |
-82.1KClosed |
$2.07M - $7.04M
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-9Closed |
$227 - $773
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-54Closed |
$1.36K - $4.64K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.68KClosed |
$42.3K - $144K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-29.5KClosed |
$745K - $2.53M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-87Closed |
$2.2K - $7.47K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Bremer Bank National Association
|
SELL
|
- |
-3.58KClosed |
$90.5K - $308K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
902New |
$22.8K - $77.4K
|
902
$183K
|
|
Apr 09, 2020
Q1 2020
|
Sanders Morris Harris LLC
|
SELL
|
- |
-6.75KClosed |
$170K - $579K
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-7.96KClosed |
$201K - $683K
|
0
$0
|
|
Apr 01, 2020
Q1 2020
|
Cullinan Associates Inc
|
SELL
|
- |
-11KClosed |
$278K - $947K
|
0
$0
|
|
Q4 2019 | |||||||
Dec 19, 2024
Q4 2019
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-96Closed |
$7.22K - $8.32K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Advisory Alpha, LLC
|
SELL
|
- |
-19Closed |
$1.43K - $1.65K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-24Closed |
$1.8K - $2.08K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-56KClosed |
$4.21M - $4.85M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
CALL |
-106KClosed |
$7.97M - $9.19M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-9.67KClosed |
$727K - $838K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Cowen And Company, LLC
|
SELL
|
CALL |
-14.3KClosed |
$1.07M - $1.24M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Arrow Financial Corp
|
SELL
|
- |
-466Closed |
$35K - $40.4K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-100Closed |
$7.52K - $8.67K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
25New |
$1.88K - $2.17K
|
25
$5.06K
|
|
Feb 07, 2020
Q4 2019
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-73- 35.78% |
$5.49K - $6.33K
|
131
$26.5K
|
|
Feb 04, 2020
Q4 2019
|
Clear Investment Research, LLC
|
SELL
|
- |
-12Closed |
$902 - $1.04K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-68Closed |
$5.11K - $5.9K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-107Closed |
$8.04K - $9.28K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Toth Financial Advisory Corp
|
SELL
|
- |
-7.2KClosed |
$541K - $624K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-147- 22.72% |
$11K - $12.7K
|
500
$101K
|
|
Jan 17, 2020
Q4 2019
|
American Research & Management Co.
|
SELL
|
- |
-78Closed |
$5.86K - $6.76K
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.04KClosed |
$78.2K - $90.2K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 15, 2019
Q3 2019
|
Sws Partners
|
BUY
|
- |
17.2KNew |
$1.32M - $1.6M
|
17.2K
$3.48M
|
|
Nov 15, 2019
Q3 2019
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-5.63KClosed |
$432K - $523K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-113Closed |
$8.67K - $10.5K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-8Closed |
$614 - $743
|
0
$0
|