Latest Institutional Purchases of Discover Financial Services (DFS)
This list provides information on the latest institutional transactions involving Discover Financial Services (DFS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
120New |
$16.4K - $21.9K
|
120
$19.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
115+ 10.14% |
$15.7K - $21K
|
1.25K
$199K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
113+ 4.43% |
$15.4K - $20.6K
|
2.66K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
112+ 4.47% |
$15.3K - $20.5K
|
2.62K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
107+ 0.5% |
$14.6K - $19.5K
|
21.5K
$3.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
106+ 0.3% |
$14.4K - $19.4K
|
35.5K
$5.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
104+ 4.18% |
$14.2K - $19K
|
2.59K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
104+ 6.16% |
$14.2K - $19K
|
1.79K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.24% |
$13.6K - $18.3K
|
41.4K
$6.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100+ 17.33% |
$13.6K - $18.3K
|
677
$108K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
88New |
$12K - $16.1K
|
88
$14K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
83+ 0.91% |
$11.3K - $15.2K
|
9.24K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
82New |
$11.2K - $15K
|
82
$13.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
79+ 2.92% |
$10.8K - $14.4K
|
2.79K
$445K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
75+ 4.84% |
$10.2K - $13.7K
|
1.63K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
74New |
$10.1K - $13.5K
|
74
$11.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
73+ 18.91% |
$9.95K - $13.3K
|
459
$73.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
72+ 4.94% |
$9.81K - $13.2K
|
1.53K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
71+ 0.04% |
$9.68K - $13K
|
177K
$28.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
69New |
$9.4K - $12.6K
|
69
$11K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67+ 3.53% |
$9.13K - $12.2K
|
1.97K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
64+ 0.76% |
$8.72K - $11.7K
|
8.46K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
63New |
$8.59K - $11.5K
|
63
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
59+ 155.26% |
$8.04K - $10.8K
|
97
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
57+ 3.23% |
$7.77K - $10.4K
|
1.82K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
57+ 4.21% |
$7.77K - $10.4K
|
1.41K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
57+ 0.93% |
$7.77K - $10.4K
|
6.16K
$983K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
51New |
$6.95K - $9.32K
|
51
$8.14K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 2.4% |
$6.82K - $9.13K
|
2.13K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
50+ 11.04% |
$6.82K - $9.13K
|
503
$80.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
49New |
$6.68K - $8.95K
|
49
$7.82K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
47+ 2.09% |
$6.41K - $8.59K
|
2.3K
$366K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
46New |
$6.27K - $8.4K
|
46
$7.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
45+ 1.17% |
$6.13K - $8.22K
|
3.89K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
45+ 3.04% |
$6.13K - $8.22K
|
1.52K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
44+ 1.74% |
$6K - $8.04K
|
2.58K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
42+ 1.91% |
$5.72K - $7.67K
|
2.25K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
41New |
$5.59K - $7.49K
|
41
$6.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
40+ 2000.0% |
$5.45K - $7.31K
|
42
$6.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39+ 2.97% |
$5.32K - $7.12K
|
1.35K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
34New |
$4.63K - $6.21K
|
34
$5.43K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33+ 0.97% |
$4.5K - $6.03K
|
3.44K
$549K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
32+ 1.99% |
$4.36K - $5.85K
|
1.64K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
32+ 15.09% |
$4.36K - $5.85K
|
244
$38.9K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
31New |
$4.23K - $5.66K
|
31
$4.95K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30+ 0.14% |
$4.09K - $5.48K
|
22.2K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
28+ 0.14% |
$3.82K - $5.11K
|
19.8K
$3.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
25+ 0.7% |
$3.41K - $4.57K
|
3.59K
$572K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
22+ 0.43% |
$3K - $4.02K
|
5.13K
$818K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
22New |
$3K - $4.02K
|
22
$3.51K
|