Latest Institutional Sells of Discover Financial Services (DFS)
This list provides information on the latest institutional transactions involving Discover Financial Services (DFS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-27- 3.71% |
$2.5K - $3.18K
|
700
$139K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-25- 0.91% |
$2.31K - $2.95K
|
2.73K
$543K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.24% |
$740 - $943
|
3.35K
$664K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 17.78% |
$740 - $943
|
37
$7.34K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 1.31% |
$277 - $354
|
226
$44.9K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-27.5K- 34.38% |
$2.54M - $3.27M
|
52.5K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-25.9K- 72.17% |
$2.39M - $3.09M
|
10K
$1.99M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-24K- 14.38% |
$2.21M - $2.85M
|
143K
$28.4M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-13.5K- 3.02% |
$1.25M - $1.61M
|
434K
$86.2M
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-12K- 18.14% |
$1.11M - $1.43M
|
54.2K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-10.6KClosed |
$978K - $1.26M
|
0
$0
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10.4KClosed |
$958K - $1.24M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-5.46K- 55.25% |
$504K - $650K
|
4.42K
$878K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.27K- 72.3% |
$209K - $270K
|
869
$173K
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-1KClosed |
$92.2K - $119K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-545- 0.72% |
$50.3K - $64.9K
|
74.6K
$14.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-451- 5.23% |
$41.6K - $53.7K
|
8.18K
$1.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-385- 13.25% |
$35.5K - $45.8K
|
2.52K
$500K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-300- 11.55% |
$27.7K - $35.7K
|
2.3K
$456K
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-176- 37.45% |
$16.2K - $20.9K
|
294
$58.4K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-170- 7.16% |
$15.7K - $20.2K
|
2.21K
$438K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 17.86% |
$9.22K - $11.9K
|
460
$91.3K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-95- 2.9% |
$8.76K - $11.3K
|
3.18K
$631K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-79- 2.46% |
$7.29K - $9.4K
|
3.13K
$621K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-41- 41.84% |
$3.78K - $4.88K
|
57
$11.3K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-13- 17.11% |
$1.2K - $1.55K
|
63
$12.5K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-236K- 88.37% |
$21.4M - $25.6M
|
31K
$6.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-28.5K- 99.17% |
$2.59M - $3.1M
|
238
$47.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-8.5K- 34.0% |
$772K - $925K
|
16.5K
$3.28M
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-7.87KClosed |
$714K - $856K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.8K- 38.23% |
$254K - $305K
|
4.52K
$898K
|
|
|
Feb 07, 2023
Q4 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-1.14K- 1.76% |
$103K - $124K
|
63.6K
$12.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-400- 12.5% |
$36.3K - $43.5K
|
2.8K
$556K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-327- 1.19% |
$29.7K - $35.6K
|
27.1K
$5.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-294- 9.33% |
$26.7K - $32K
|
2.86K
$567K
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-225- 0.74% |
$20.4K - $24.5K
|
30K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-207- 0.9% |
$18.8K - $22.5K
|
22.9K
$4.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-144- 87.27% |
$13.1K - $15.7K
|
21
$4.17K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-16- 1.47% |
$1.45K - $1.74K
|
1.07K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-2- 0.14% |
$182 - $218
|
1.4K
$277K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-179K- 13.84% |
$16.3M - $19.8M
|
1.12M
$222M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-9.12K- 54.5% |
$829K - $1.01M
|
7.61K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-6.9K- 35.03% |
$627K - $762K
|
12.8K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-5K- 7.69% |
$455K - $552K
|
60K
$11.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-4.69K- 37.82% |
$426K - $518K
|
7.71K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.33K- 10.21% |
$303K - $368K
|
29.3K
$5.82M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-2.77KClosed |
$252K - $306K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.75KClosed |
$250K - $304K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.14K- 33.67% |
$194K - $236K
|
4.21K
$835K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1.17K- 1.21% |
$106K - $129K
|
95.7K
$19M
|
|