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 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-365- 35.27% |
$49.7K - $66.7K
|
670
$133K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-19- 0.21% |
$2.59K - $3.47K
|
8.99K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.2K- 80.83% |
$845K - $1.13M
|
1.47K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-524- 13.02% |
$71.4K - $95.7K
|
3.5K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
125+ 2.94% |
$17K - $22.8K
|
4.38K
$869K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
89+ 78.07% |
$12.1K - $16.3K
|
203
$40.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.35KNew |
$184K - $247K
|
1.35K
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
284+ 0.35% |
$38.7K - $51.9K
|
80.3K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.54KNew |
$346K - $464K
|
2.54K
$504K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5+ 0.14% |
$682 - $913
|
3.56K
$707K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
56+ 0.61% |
$7.63K - $10.2K
|
9.25K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-29- 2.47% |
$3.95K - $5.3K
|
1.15K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
325+ 12.33% |
$44.3K - $59.4K
|
2.96K
$588K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.25KNew |
$170K - $228K
|
1.25K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.24K- 11.34% |
$578K - $775K
|
33.1K
$6.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-25- 0.59% |
$3.41K - $4.57K
|
4.19K
$831K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
15New |
$2.04K - $2.74K
|
15
$2.98K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-892- 7.19% |
$122K - $163K
|
11.5K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
137+ 6.84% |
$18.7K - $25K
|
2.14K
$425K
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
2KNew |
$272K - $364K
|
2K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
5+ 0.24% |
$682 - $913
|
2.07K
$410K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
19.1KNew |
$2.6M - $3.49M
|
19.1K
$3.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
15+ 0.74% |
$2.04K - $2.74K
|
2.05K
$407K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.28KNew |
$174K - $233K
|
1.28K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
16+ 0.49% |
$2.18K - $2.92K
|
3.3K
$656K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-412- 16.22% |
$56.2K - $75.3K
|
2.13K
$422K
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-92.8K- 14.94% |
$12.7M - $17M
|
528K
$105M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-82- 4.52% |
$11.2K - $15K
|
1.73K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.82K- 41.58% |
$248K - $333K
|
2.56K
$508K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.62K- 9.26% |
$220K - $295K
|
15.8K
$3.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
143+ 2.73% |
$19.5K - $26.1K
|
5.39K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.72KNew |
$235K - $315K
|
1.72K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 39.58% |
$2.59K - $3.47K
|
67
$13.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
182+ 7.14% |
$24.8K - $33.2K
|
2.73K
$542K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
157+ 5.16% |
$21.4K - $28.7K
|
3.2K
$635K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.27KNew |
$173K - $231K
|
1.27K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6+ 0.3% |
$818 - $1.1K
|
1.99K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.04% |
$136 - $183
|
2.83K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
200+ 6.91% |
$27.3K - $36.5K
|
3.09K
$614K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-4.28K- 16.05% |
$584K - $782K
|
22.4K
$4.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 24.19% |
$1.49M - $2M
|
56.2K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.34KNew |
$183K - $245K
|
1.34K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
1.38KNew |
$188K - $252K
|
1.38K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
59+ 111.32% |
$8.04K - $10.8K
|
112
$22.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-3.42K- 1.79% |
$466K - $625K
|
187K
$37.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-32- 10.96% |
$4.36K - $5.85K
|
260
$51.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-69- 12.83% |
$9.4K - $12.6K
|
469
$93.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
555+ 24.28% |
$75.6K - $101K
|
2.84K
$564K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$136 - $183
|
3.26K
$647K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-545- 1.04% |
$74.3K - $99.6K
|
51.8K
$10.3M
|