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 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
CALL |
-600Closed |
$35K - $44.2K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-22.4KClosed |
$1.31M - $1.65M
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-26Closed |
$1.52K - $1.92K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Inverness Counsel LLC
|
SELL
|
- |
-19.7KClosed |
$1.15M - $1.45M
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-400Closed |
$23.4K - $29.5K
|
0
$0
|
|
May 06, 2019
Q1 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-4.8K- 21.33% |
$280K - $354K
|
17.7K
$3.58M
|
|
May 01, 2019
Q1 2019
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-10.9KClosed |
$638K - $804K
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6.04KClosed |
$353K - $445K
|
0
$0
|
|
Apr 25, 2019
Q1 2019
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-45Closed |
$2.63K - $3.31K
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-237Closed |
$13.8K - $17.5K
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Round Table Services, LLC
|
SELL
|
- |
-3.5KClosed |
$204K - $258K
|
0
$0
|
|
Apr 10, 2019
Q1 2019
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-44.6KClosed |
$2.6M - $3.28M
|
0
$0
|
|
Apr 10, 2019
Q1 2019
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
CALL |
-300Closed |
$17.5K - $22.1K
|
0
$0
|
|
Apr 08, 2019
Q1 2019
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-86.7KClosed |
$5.06M - $6.39M
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-13.9KClosed |
$768K - $1.09M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-20.4KClosed |
$1.12M - $1.59M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-5.5KClosed |
$303K - $429K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
CALL |
-4K- 22.6% |
$220K - $312K
|
13.7K
$2.77M
|
|
Feb 14, 2019
Q4 2018
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.08KClosed |
$169K - $240K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-234Closed |
$12.9K - $18.3K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-67.5KClosed |
$3.72M - $5.26M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Credit Agricole S A
|
BUY
|
PUT |
25KNew |
$1.38M - $1.95M
|
25K
$5.06M
|
|
Feb 13, 2019
Q4 2018
|
Wafra Inc.
New York, NY |
SELL
|
- |
-198KClosed |
$10.9M - $15.5M
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Patten Group, Inc.
|
SELL
|
- |
-150Closed |
$8.26K - $11.7K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-101Closed |
$5.56K - $7.88K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-80Closed |
$4.41K - $6.24K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Bank Hapoalim Bm
|
SELL
|
- |
-21.2KClosed |
$1.17M - $1.65M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.77KClosed |
$97.4K - $138K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.64KClosed |
$201K - $284K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.27KClosed |
$180K - $255K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.75KClosed |
$151K - $214K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-340Closed |
$18.7K - $26.5K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1KClosed |
$55.1K - $78K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Bank Of The West
|
SELL
|
- |
-2.7KClosed |
$149K - $210K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
SELL
|
- |
-38Closed |
$2.09K - $2.96K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Divergent Wealth Advisors
|
SELL
|
- |
-126Closed |
$6.94K - $9.83K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-8.27KClosed |
$456K - $645K
|
0
$0
|
|
Jan 31, 2019
Q4 2018
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-88Closed |
$4.85K - $6.86K
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
Financial Consulate, Inc
|
SELL
|
- |
-3.14KClosed |
$173K - $245K
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
Legacy Bridge, LLC
|
BUY
|
- |
150New |
$8.26K - $11.7K
|
150
$30.4K
|
|
Jan 24, 2019
Q4 2018
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.83KClosed |
$156K - $221K
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.39KClosed |
$242K - $342K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-19Closed |
$1.05K - $1.48K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-68Closed |
$3.75K - $5.3K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-684Closed |
$37.7K - $53.4K
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9Closed |
$496 - $702
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-457Closed |
$31.9K - $36.6K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
86.9KNew |
$6.07M - $6.95M
|
86.9K
$17.6M
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-806Closed |
$56.3K - $64.5K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-136Closed |
$9.51K - $10.9K
|
0
$0
|