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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
913+ 55.84% |
$113K - $132K
|
2.55K
$450K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
912+ 10.49% |
$113K - $132K
|
9.6K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
905New |
$112K - $131K
|
905
$160K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
900+ 5.09% |
$111K - $130K
|
18.6K
$3.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
900+ 27.17% |
$111K - $130K
|
4.21K
$744K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
895+ 47.63% |
$110K - $130K
|
2.77K
$490K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
895+ 0.97% |
$110K - $130K
|
93K
$16.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
886+ 22.59% |
$109K - $128K
|
4.81K
$849K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
855+ 17.42% |
$106K - $124K
|
5.76K
$1.02M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
842+ 15.69% |
$104K - $122K
|
6.21K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
807+ 4.49% |
$99.6K - $117K
|
18.8K
$3.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
803+ 2.32% |
$99.1K - $116K
|
35.4K
$6.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
800+ 0.11% |
$98.7K - $116K
|
744K
$131M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
800+ 40.0% |
$98.7K - $116K
|
2.8K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
799+ 20.42% |
$98.6K - $116K
|
4.71K
$832K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
769+ 19.77% |
$94.9K - $111K
|
4.66K
$823K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
760+ 3.24% |
$93.8K - $110K
|
24.2K
$4.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
739+ 16.41% |
$91.2K - $107K
|
5.24K
$926K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
728+ 3.85% |
$89.8K - $105K
|
19.6K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
725+ 3.44% |
$89.5K - $105K
|
21.8K
$3.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
702+ 4.93% |
$86.6K - $102K
|
14.9K
$2.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
700+ 16.28% |
$86.4K - $101K
|
5K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
687+ 2.23% |
$84.8K - $99.4K
|
31.5K
$5.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
685+ 2.64% |
$84.5K - $99.1K
|
26.7K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
682+ 5.02% |
$84.2K - $98.7K
|
14.3K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
665+ 10.24% |
$82.1K - $96.2K
|
7.16K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
662+ 115.73% |
$81.7K - $95.8K
|
1.23K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
649+ 7.59% |
$80.1K - $93.9K
|
9.2K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
648+ 0.41% |
$80K - $93.8K
|
158K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
646+ 16.18% |
$79.7K - $93.5K
|
4.64K
$819K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
634+ 22.2% |
$78.2K - $91.8K
|
3.49K
$616K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
626+ 31.1% |
$77.3K - $90.6K
|
2.64K
$466K
|
|
|
Nov 04, 2024
Q3 2024
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
616+ 0.19% |
$76K - $89.1K
|
327K
$57.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
613+ 37.31% |
$75.7K - $88.7K
|
2.26K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
595+ 64.89% |
$73.4K - $86.1K
|
1.51K
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
586+ 25.22% |
$72.3K - $84.8K
|
2.91K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
583+ 73.8% |
$71.9K - $84.4K
|
1.37K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
574+ 14.36% |
$70.8K - $83.1K
|
4.57K
$807K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
545+ 1.43% |
$67.3K - $78.9K
|
38.6K
$6.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
542New |
$66.9K - $78.4K
|
542
$95.7K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
539+ 5.68% |
$66.5K - $78K
|
10K
$1.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
523+ 10.53% |
$64.5K - $75.7K
|
5.49K
$970K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
519+ 1.08% |
$64K - $75.1K
|
48.6K
$8.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
517+ 0.81% |
$63.8K - $74.8K
|
64.5K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
513+ 13.99% |
$63.3K - $74.2K
|
4.18K
$738K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
495+ 1.2% |
$61.1K - $71.6K
|
41.6K
$7.34M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
459+ 8.24% |
$56.6K - $66.4K
|
6.03K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
453New |
$55.9K - $65.6K
|
453
$80K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
432+ 14.36% |
$53.3K - $62.5K
|
3.44K
$607K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
414+ 15.77% |
$51.1K - $59.9K
|
3.04K
$537K
|