Latest Institutional Transactions on Discover Financial Services (DFS)
This table provides information on the latest institutional transactions involving Discover Financial Services (DFS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4K+ 4.17% |
$545K - $731K
|
99.9K
$19.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-195- 0.97% |
$26.6K - $35.6K
|
19.9K
$3.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
209KNew |
$28.5M - $38.2M
|
209K
$41.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
SELL
|
- |
-22.8K- 30.01% |
$3.11M - $4.16M
|
53.2K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-979- 6.56% |
$133K - $179K
|
14K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
137+ 8.01% |
$18.7K - $25K
|
1.85K
$367K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 6.67% |
$954 - $1.28K
|
112
$22.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.14K+ 11.12% |
$156K - $209K
|
11.4K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-81- 5.9% |
$11K - $14.8K
|
1.29K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-840- 2.72% |
$114K - $153K
|
30.1K
$5.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.37KNew |
$1.28M - $1.71M
|
9.37K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Bruni J V & CO
|
SELL
|
- |
-65.9K- 17.85% |
$8.99M - $12M
|
303K
$60.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.37K- 21.32% |
$459K - $615K
|
12.4K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-24.2K- 5.49% |
$3.29M - $4.41M
|
416K
$82.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-300- 6.37% |
$40.9K - $54.8K
|
4.41K
$876K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
6K+ 13.9% |
$818K - $1.1M
|
49.2K
$9.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5+ 8.93% |
$682 - $913
|
61
$12.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.34KNew |
$319K - $428K
|
2.34K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
269+ 13.17% |
$36.7K - $49.1K
|
2.31K
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-200- 2.04% |
$27.3K - $36.5K
|
9.63K
$1.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
164+ 1.67% |
$22.4K - $30K
|
10K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-633- 12.27% |
$86.3K - $116K
|
4.53K
$899K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 0.29% |
$1.09K - $1.46K
|
2.81K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
390New |
$53.2K - $71.2K
|
390
$77.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-152- 13.98% |
$20.7K - $27.8K
|
935
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.38K- 1.31% |
$597K - $800K
|
329K
$65.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-450- 1.29% |
$61.3K - $82.2K
|
34.4K
$6.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.24K- 2.52% |
$169K - $227K
|
48K
$9.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.42KNew |
$466K - $624K
|
3.42K
$679K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-140- 8.89% |
$19.1K - $25.6K
|
1.43K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-105- 2.6% |
$14.3K - $19.2K
|
3.93K
$781K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
1.16KNew |
$158K - $211K
|
1.16K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
107+ 0.5% |
$14.6K - $19.5K
|
21.5K
$4.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.13K- 8.8% |
$290K - $388K
|
22K
$4.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-135K- 95.08% |
$18.5M - $24.7M
|
7K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-26.1K- 38.8% |
$3.55M - $4.76M
|
41.1K
$8.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
1.35KNew |
$185K - $247K
|
1.35K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.42K- 12.98% |
$329K - $441K
|
16.2K
$3.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
44+ 1.74% |
$6K - $8.04K
|
2.58K
$511K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-41.4K- 24.57% |
$5.64M - $7.56M
|
127K
$25.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
10.3KNew |
$1.4M - $1.88M
|
10.3K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.76K+ 16.79% |
$513K - $687K
|
26.2K
$5.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
90New |
$12.3K - $16.4K
|
90
$17.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
46.2K+ 62.61% |
$6.3M - $8.45M
|
120K
$23.8M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-721- 29.07% |
$98.3K - $132K
|
1.76K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-1.31K- 10.34% |
$178K - $239K
|
11.3K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-56- 1.52% |
$7.63K - $10.2K
|
3.62K
$719K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.6K+ 32.0% |
$218K - $292K
|
6.6K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-238- 1.36% |
$32.4K - $43.5K
|
17.3K
$3.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-93.4K- 22.31% |
$12.7M - $17.1M
|
325K
$64.5M
|