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 08, 2018
Q3 2018
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.78KClosed |
$334K - $382K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-888Closed |
$62.1K - $71K
|
0
$0
|
|
Oct 19, 2018
Q3 2018
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-17Closed |
$1.19K - $1.36K
|
0
$0
|
|
Oct 10, 2018
Q3 2018
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.98KClosed |
$208K - $238K
|
0
$0
|
|
Q2 2018 | |||||||
Dec 07, 2018
Q2 2018
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-329Closed |
$22.9K - $25.7K
|
0
$0
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-150Closed |
$10.4K - $11.7K
|
0
$0
|
|
Aug 15, 2018
Q2 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-156Closed |
$10.9K - $12.2K
|
0
$0
|
|
Aug 15, 2018
Q2 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-33Closed |
$2.3K - $2.58K
|
0
$0
|
|
Aug 15, 2018
Q2 2018
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-13.7KClosed |
$952K - $1.07M
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.88KClosed |
$270K - $303K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-698Closed |
$48.6K - $54.6K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-100Closed |
$6.96K - $7.82K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
50K+ 200.0% |
$3.48M - $3.91M
|
75K
$14.3M
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-15KClosed |
$1.05M - $1.18M
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-74Closed |
$5.15K - $5.79K
|
0
$0
|
|
Aug 09, 2018
Q2 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-210KClosed |
$14.6M - $16.4M
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-80.9KClosed |
$5.63M - $6.33M
|
0
$0
|
|
Aug 03, 2018
Q2 2018
|
Gator Capital Management, LLC
|
SELL
|
- |
-3.72KClosed |
$259K - $291K
|
0
$0
|
|
Aug 02, 2018
Q2 2018
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-700Closed |
$48.7K - $54.8K
|
0
$0
|
|
Aug 02, 2018
Q2 2018
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-6.49KClosed |
$452K - $508K
|
0
$0
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-6- 0.92% |
$417 - $469
|
645
$123K
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
42New |
$2.92K - $3.29K
|
42
$7.99K
|
|
Jul 25, 2018
Q2 2018
|
Hedeker Wealth, LLC
|
BUY
|
- |
3.63KNew |
$253K - $284K
|
3.63K
$690K
|
|
Jul 03, 2018
Q2 2018
|
Washington Trust Bank
|
SELL
|
- |
-645Closed |
$44.9K - $50.5K
|
0
$0
|
|
Jul 02, 2018
Q2 2018
|
Pensionfund Sabic
|
SELL
|
- |
-30KClosed |
$2.09M - $2.35M
|
0
$0
|
|
Q1 2018 | |||||||
Nov 09, 2018
Q1 2018
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-100KClosed |
$7.01M - $8.13M
|
0
$0
|
|
May 15, 2018
Q1 2018
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-67Closed |
$4.69K - $5.45K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-6Closed |
$420 - $488
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-7.6KClosed |
$533K - $618K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-18.7K- 58.81% |
$1.31M - $1.52M
|
13.1K
$2.49M
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.49KClosed |
$104K - $121K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-3.7KClosed |
$259K - $301K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-7.7KClosed |
$540K - $626K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-9.67KClosed |
$677K - $786K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-127KClosed |
$8.89M - $10.3M
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-5.77KClosed |
$404K - $469K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-168Closed |
$11.8K - $13.7K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Ford Financial Group, LLC
|
SELL
|
- |
-187Closed |
$13.1K - $15.2K
|
0
$0
|
|
May 10, 2018
Q1 2018
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-74Closed |
$5.19K - $6.02K
|
0
$0
|
|
May 08, 2018
Q1 2018
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
49.3KNew |
$3.45M - $4.01M
|
49.3K
$9.38M
|
|
May 03, 2018
Q1 2018
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11KClosed |
$774K - $898K
|
0
$0
|
|
May 02, 2018
Q1 2018
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-171KClosed |
$12M - $13.9M
|
0
$0
|
|
Apr 26, 2018
Q1 2018
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.85KClosed |
$200K - $232K
|
0
$0
|
|
Apr 25, 2018
Q1 2018
|
Wolf Group Capital Advisors
|
SELL
|
- |
-3.59KClosed |
$251K - $291K
|
0
$0
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1KClosed |
$70.1K - $81.3K
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.12KClosed |
$78.5K - $91.1K
|
0
$0
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-282Closed |
$19.8K - $22.9K
|
0
$0
|
|
Apr 13, 2018
Q1 2018
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-10Closed |
$701 - $813
|
0
$0
|
|
Apr 12, 2018
Q1 2018
|
Sicart Associates LLC
|
SELL
|
- |
-6KClosed |
$420K - $488K
|
0
$0
|
|
Apr 09, 2018
Q1 2018
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-35.9KClosed |
$2.51M - $2.92M
|
0
$0
|