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 |
---|---|---|---|---|---|---|---|
Nov 14, 2019
Q3 2019
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-4.7KClosed |
$361K - $437K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-22KClosed |
$1.69M - $2.04M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-38KClosed |
$2.92M - $3.53M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-53Closed |
$4.07K - $4.92K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Southernsun Asset Management, LLC
Memphis, TN |
SELL
|
- |
-40.9KClosed |
$3.14M - $3.8M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.91KClosed |
$223K - $270K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Odey Asset Management Group LTD
London, X0 |
SELL
|
- |
-29KClosed |
$2.23M - $2.69M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.78KClosed |
$367K - $444K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14KClosed |
$1.07M - $1.3M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
262New |
$20.1K - $24.3K
|
262
$53K
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-442Closed |
$33.9K - $41.1K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-19Closed |
$1.46K - $1.77K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Bourgeon Capital Management LLC
|
BUY
|
- |
150New |
$11.5K - $13.9K
|
150
$30.4K
|
|
Nov 01, 2019
Q3 2019
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.66KClosed |
$435K - $526K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-598Closed |
$45.9K - $55.6K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
202+ 122.42% |
$15.5K - $18.8K
|
367
$74.3K
|
|
Oct 30, 2019
Q3 2019
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-3.3KClosed |
$253K - $307K
|
0
$0
|
|
Oct 24, 2019
Q3 2019
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-100- 10.0% |
$7.68K - $9.29K
|
900
$182K
|
|
Oct 18, 2019
Q3 2019
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-7K- 22.33% |
$537K - $650K
|
24.4K
$4.93M
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-88Closed |
$6.75K - $8.18K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 15, 2019
Q2 2019
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-3.06KClosed |
$225K - $252K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-24KClosed |
$1.77M - $1.98M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-353Closed |
$25.9K - $29K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-21.2KClosed |
$1.56M - $1.74M
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-83Closed |
$6.1K - $6.83K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-61Closed |
$4.48K - $5.02K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-168Closed |
$12.3K - $13.8K
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Nine Masts Capital LTD
|
SELL
|
- |
-7.62KClosed |
$560K - $627K
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Nine Masts Capital LTD
|
SELL
|
PUT |
-28.9KClosed |
$2.12M - $2.38M
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-76Closed |
$5.59K - $6.25K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.31KClosed |
$96.6K - $108K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-88Closed |
$6.47K - $7.24K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.26KClosed |
$92.4K - $103K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.16KClosed |
$85.2K - $95.4K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-7.67KClosed |
$564K - $631K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-64Closed |
$4.7K - $5.27K
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-75Closed |
$5.51K - $6.17K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-116Closed |
$8.53K - $9.54K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-31Closed |
$2.28K - $2.55K
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.02KClosed |
$443K - $496K
|
0
$0
|
|
Q1 2019 | |||||||
May 16, 2019
Q1 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2Closed |
$117 - $147
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
138New |
$8.06K - $10.2K
|
138
$27.9K
|
|
May 15, 2019
Q1 2019
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-17.8KClosed |
$1.04M - $1.31M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-48KClosed |
$2.8M - $3.53M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-32.3KClosed |
$1.88M - $2.38M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-7KClosed |
$409K - $516K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
CALL |
-85- 47.75% |
$4.96K - $6.26K
|
93
$18.8K
|
|
May 14, 2019
Q1 2019
|
Hawkeye Capital Management, LLC
Miami Beach, FL |
SELL
|
- |
-260KClosed |
$15.2M - $19.2M
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.88KClosed |
$110K - $138K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.16KClosed |
$68K - $85.7K
|
0
$0
|