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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10New |
$1.36K - $1.83K
|
10
$1.99K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
104+ 6.16% |
$14.2K - $19K
|
1.79K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.39% |
$136 - $183
|
258
$51.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
148K+ 19.0% |
$20.1M - $27M
|
924K
$183M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7- 0.26% |
$954 - $1.28K
|
2.67K
$529K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.3K+ 6.9% |
$177K - $237K
|
20.1K
$3.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.75K- 99.94% |
$239K - $320K
|
1
$199
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-39.4K- 88.56% |
$5.37M - $7.2M
|
5.09K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
27+ 1.5% |
$3.68K - $4.93K
|
1.83K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-17- 11.11% |
$2.32K - $3.11K
|
136
$27K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-103- 5.03% |
$14K - $18.8K
|
1.94K
$386K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.9K- 60.58% |
$259K - $347K
|
1.24K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-98- 1.68% |
$13.4K - $17.9K
|
5.75K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$177K - $237K
|
1.3K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-787- 5.17% |
$107K - $144K
|
14.4K
$2.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-69- 4.54% |
$9.4K - $12.6K
|
1.45K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.2KNew |
$164K - $220K
|
1.2K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67+ 3.53% |
$9.13K - $12.2K
|
1.97K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 0.98% |
$545 - $731
|
406
$80.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.6K- 13.07% |
$490K - $657K
|
23.9K
$4.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-5K- 1.77% |
$682K - $913K
|
277K
$55M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
760New |
$104K - $139K
|
760
$151K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-69- 1.65% |
$9.4K - $12.6K
|
4.11K
$816K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.51K- 24.52% |
$206K - $275K
|
4.64K
$921K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1- 0.05% |
$136 - $183
|
2.07K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.6KNew |
$491K - $658K
|
3.6K
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 4.55% |
$954 - $1.28K
|
161
$32K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
69New |
$9.4K - $12.6K
|
69
$13.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-95- 3.17% |
$12.9K - $17.4K
|
2.9K
$576K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39+ 2.97% |
$5.32K - $7.12K
|
1.35K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-14- 0.4% |
$1.91K - $2.56K
|
3.45K
$685K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-388- 3.0% |
$52.9K - $70.9K
|
12.5K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 4.35% |
$409 - $548
|
72
$14.3K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
1.35KNew |
$184K - $247K
|
1.35K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-858- 1.82% |
$117K - $157K
|
46.2K
$9.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-100- 2.9% |
$13.6K - $18.3K
|
3.35K
$665K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.92KNew |
$397K - $532K
|
2.92K
$579K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.26KNew |
$171K - $229K
|
1.26K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.09K- 31.23% |
$149K - $199K
|
2.4K
$476K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
270+ 3.79% |
$36.8K - $49.3K
|
7.4K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-366- 10.5% |
$49.9K - $66.9K
|
3.12K
$619K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-64- 0.05% |
$8.72K - $11.7K
|
123K
$24.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
82New |
$11.2K - $15K
|
82
$16.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
113+ 4.43% |
$15.4K - $20.6K
|
2.66K
$529K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.17KNew |
$159K - $214K
|
1.17K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
75+ 4.84% |
$10.2K - $13.7K
|
1.63K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
611+ 3.55% |
$83.3K - $112K
|
17.8K
$3.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-418- 1.32% |
$57K - $76.4K
|
31.2K
$6.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
690+ 10.72% |
$94K - $126K
|
7.13K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-860- 16.39% |
$117K - $157K
|
4.39K
$871K
|