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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
117+ 33.33% |
$11.3K - $15.3K
|
468
$82.6K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
114New |
$11.1K - $14.9K
|
114
$20.1K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
107New |
$10.4K - $14K
|
107
$18.9K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
99New |
$9.6K - $13K
|
99
$17.5K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
98+ 5.48% |
$9.51K - $12.8K
|
1.89K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
95New |
$9.22K - $12.5K
|
95
$16.8K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
70New |
$6.79K - $9.18K
|
70
$12.4K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
65+ 12.67% |
$6.31K - $8.52K
|
578
$102K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
50+ 2.5% |
$4.85K - $6.55K
|
2.05K
$362K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38+ 345.45% |
$3.69K - $4.98K
|
49
$8.65K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
25New |
$2.43K - $3.28K
|
25
$4.41K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
24New |
$2.33K - $3.15K
|
24
$4.24K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
18+ 9.0% |
$1.75K - $2.36K
|
218
$38.5K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
16+ 0.8% |
$1.55K - $2.1K
|
2.02K
$357K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
15New |
$1.46K - $1.97K
|
15
$2.65K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12New |
$1.16K - $1.57K
|
12
$2.12K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.55% |
$1.07K - $1.44K
|
2.03K
$358K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$970 - $1.31K
|
10
$1.77K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
7New |
$679 - $918
|
7
$1.24K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 24.0% |
$582 - $787
|
31
$5.47K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$485 - $655
|
5
$883
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4New |
$388 - $524
|
4
$706
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$194 - $262
|
2
$353
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$194 - $262
|
2
$353
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 4.0% |
$97 - $131
|
26
$4.59K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 20.0% |
$97 - $131
|
6
$1.06K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Marshfield Associates
Washington, DC |
BUY
|
- |
1.12M+ 82.25% |
$90M - $126M
|
2.48M
$437M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivermont Capital Management LP
New York, NY |
BUY
|
- |
107KNew |
$8.64M - $12.1M
|
107K
$18.9M
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
63.8K+ 16.44% |
$5.14M - $7.19M
|
452K
$79.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
49.6KNew |
$3.99M - $5.58M
|
49.6K
$8.75M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
29.7K+ 11852.19% |
$2.39M - $3.35M
|
30K
$5.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
27.7K+ 99.3% |
$2.23M - $3.11M
|
55.5K
$9.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
16.3KNew |
$1.31M - $1.83M
|
16.3K
$2.88M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
11.9K+ 13.67% |
$958K - $1.34M
|
99K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
11.9K+ 148.6% |
$956K - $1.34M
|
19.9K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8K+ 89.18% |
$873K - $1.22M
|
23K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
10.6KNew |
$853K - $1.19M
|
10.6K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
6.6KNew |
$531K - $743K
|
6.6K
$1.17M
|
|
|
Mar 14, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
6KNew |
$483K - $675K
|
6K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
6KNew |
$483K - $675K
|
6K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Arga Investment Management, LP
|
BUY
|
- |
4.97KNew |
$400K - $560K
|
4.97K
$878K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
4.7KNew |
$378K - $529K
|
4.7K
$830K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.15KNew |
$334K - $467K
|
4.15K
$732K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.97KNew |
$319K - $446K
|
3.97K
$700K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.44KNew |
$277K - $387K
|
3.44K
$607K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.21KNew |
$258K - $361K
|
3.21K
$566K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.85KNew |
$229K - $321K
|
2.85K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
2.4K+ 22.86% |
$193K - $270K
|
12.9K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.34KNew |
$188K - $264K
|
2.34K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
2.23KNew |
$180K - $251K
|
2.23K
$394K
|
|