Mount Yale Investment Advisors, LLC Discover Financial Services Transaction History

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Discover Financial Services stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 44,485 shares of DFS stock, worth $8.12 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
44,485
Previous 47,133 5.62%
Holding current value
$8.12 Million
Previous $6.17 Million 1.22%
% of portfolio
0.61%
Previous 0.49%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$123.41 - $144.72 $326,789 - $383,218
-2,648 Reduced 5.62%
44,485 $6.24 Million
Q2 2024

Aug 13, 2024
SELL
$119.57 - $130.81 $1.58 Million - $1.73 Million
-13,243 Reduced 21.93%
47,133 $6.17 Million
Q1 2024

May 15, 2024
SELL
$97.0 - $131.09 $1.89 Million - $2.55 Million
-19,454 Reduced 24.37%
60,376 $7.91 Million
Q4 2023

Feb 12, 2024
BUY
$80.49 - $112.57 $5.73 Million - $8.01 Million
71,167 Added 821.51%
79,830 $8.97 Million
Q3 2023

Oct 11, 2023
SELL
$85.26 - $121.85 $4.64 Million - $6.63 Million
-54,397 Reduced 86.26%
8,663 $750,000
Q2 2023

Aug 14, 2023
SELL
$92.44 - $117.9 $560,278 - $714,591
-6,061 Reduced 8.77%
63,060 $7.37 Million
Q1 2023

May 11, 2023
BUY
$92.24 - $119.0 $1.15 Million - $1.48 Million
12,473 Added 22.02%
69,121 $6.83 Million
Q4 2022

Feb 13, 2023
SELL
$90.8 - $108.78 $985,815 - $1.18 Million
-10,857 Reduced 16.08%
56,648 $5.54 Million
Q3 2022

Nov 07, 2022
BUY
$90.92 - $110.47 $211,570 - $257,063
2,327 Added 3.57%
67,505 $6.14 Million
Q2 2022

Aug 02, 2022
SELL
$89.53 - $120.58 $194,638 - $262,140
-2,174 Reduced 3.23%
65,178 $6.17 Million
Q1 2022

May 03, 2022
BUY
$101.35 - $129.4 $301,009 - $384,318
2,970 Added 4.61%
67,352 $7.42 Million
Q4 2021

Feb 02, 2022
BUY
$106.13 - $132.99 $5.47 Million - $6.86 Million
51,550 Added 401.73%
64,382 $7.44 Million
Q3 2021

Nov 02, 2021
SELL
$115.26 - $135.38 $181,188 - $212,817
-1,572 Reduced 10.91%
12,832 $1.58 Million
Q2 2021

Aug 04, 2021
BUY
$96.8 - $124.19 $18,682 - $23,968
193 Added 1.36%
14,404 $1.7 Million
Q1 2021

May 04, 2021
SELL
$82.18 - $102.27 $19,476 - $24,237
-237 Reduced 1.64%
14,211 $1.35 Million
Q4 2020

Feb 12, 2021
SELL
$58.91 - $90.53 $54,256 - $83,378
-921 Reduced 5.99%
14,448 $1.31 Million
Q3 2020

Nov 16, 2020
BUY
$46.45 - $59.54 $15,235 - $19,529
328 Added 2.18%
15,369 $888,000
Q2 2020

Jul 09, 2020
SELL
$28.53 - $61.29 $33,979 - $72,996
-1,191 Reduced 7.34%
15,041 $753,000
Q1 2020

May 04, 2020
BUY
$25.25 - $85.85 $46,283 - $157,363
1,833 Added 12.73%
16,232 $579,000
Q4 2019

Feb 13, 2020
BUY
$75.17 - $86.7 $71,712 - $82,711
954 Added 7.1%
14,399 $1.08 Million
Q3 2019

Nov 14, 2019
SELL
$76.76 - $92.91 $181,844 - $220,103
-2,369 Reduced 14.98%
13,445 $1.14 Million
Q2 2019

Aug 13, 2019
SELL
$73.5 - $82.27 $108,118 - $121,019
-1,471 Reduced 8.51%
15,814 $1.33 Million
Q1 2019

May 15, 2019
SELL
$58.41 - $73.66 $107,123 - $135,092
-1,834 Reduced 9.59%
17,285 $1.23 Million
Q4 2018

Feb 14, 2019
BUY
$55.09 - $78.01 $104,781 - $148,375
1,902 Added 11.05%
19,119 $1.3 Million
Q3 2018

Nov 13, 2018
BUY
$69.89 - $79.99 $291,650 - $333,798
4,173 Added 31.99%
17,217 $1.22 Million
Q2 2018

Aug 22, 2018
SELL
$69.58 - $78.22 $6,610 - $7,430
-95 Reduced 0.72%
13,044 $918,000
Q1 2018

Jun 25, 2018
BUY
$70.07 - $81.31 $920,649 - $1.07 Million
13,139 New
13,139 $945,000

Others Institutions Holding DFS

# of Institutions
1,170
Shares Held
201M
Call Options Held
1.68M
Put Options Held
2.32M
View Full List

About Discover Financial Services

DFS Quotes by TradingView
  • Ticker DFS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 273,225,984
  • Market Cap $49.9B
  • Description
  • Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...
More about DFS
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