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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
90New |
$11.1K - $13K
|
90
$15.8K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
400+ 2.9% |
$49.4K - $57.9K
|
14.2K
$2.49M
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
140+ 1.86% |
$17.3K - $20.3K
|
7.65K
$1.34M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.39K- 7.38% |
$172K - $202K
|
17.5K
$3.07M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-649- 8.03% |
$80.1K - $93.9K
|
7.43K
$1.31M
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
157+ 1.77% |
$19.4K - $22.7K
|
9.02K
$1.59M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-6.79K- 56.26% |
$838K - $983K
|
5.28K
$928K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-5.07K- 77.21% |
$626K - $734K
|
1.5K
$263K
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-683- 2.16% |
$84.3K - $98.8K
|
30.9K
$5.43M
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
132+ 1.38% |
$16.3K - $19.1K
|
9.68K
$1.7M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38+ 9.72% |
$4.69K - $5.5K
|
429
$75.4K
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.36K+ 3.87% |
$785K - $921K
|
171K
$30M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
140K+ 13.4% |
$17.2M - $20.2M
|
1.18M
$208M
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.7K- 2.56% |
$1.81M - $2.12M
|
559K
$98.2M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-285- 2.57% |
$35.2K - $41.2K
|
10.8K
$1.9M
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.58K- 0.46% |
$195K - $229K
|
340K
$59.7M
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
13.2K+ 249.06% |
$1.63M - $1.91M
|
18.5K
$3.25M
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7+ 3.14% |
$864 - $1.01K
|
230
$40.4K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
25+ 1.43% |
$3.09K - $3.62K
|
1.78K
$312K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.12K+ 49.14% |
$138K - $162K
|
3.4K
$597K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
53New |
$6.54K - $7.67K
|
53
$9.31K
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-22.8K- 62.06% |
$2.81M - $3.29M
|
13.9K
$2.45M
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.31K+ 92.02% |
$285K - $334K
|
4.81K
$846K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1- 0.06% |
$123 - $145
|
1.74K
$305K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.47K- 25.8% |
$798K - $936K
|
18.6K
$3.27M
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-715- 3.49% |
$88.2K - $103K
|
19.8K
$3.47M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 18.18% |
$494 - $579
|
26
$4.57K
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-238- 0.52% |
$29.4K - $34.4K
|
45.6K
$8.02M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
586+ 25.22% |
$72.3K - $84.8K
|
2.91K
$511K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
895+ 47.63% |
$110K - $130K
|
2.77K
$488K
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-5.88K- 6.72% |
$726K - $851K
|
81.7K
$14.4M
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-850- 3.96% |
$105K - $123K
|
20.6K
$3.62M
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-275- 15.33% |
$33.9K - $39.8K
|
1.52K
$267K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-58- 2.11% |
$7.16K - $8.39K
|
2.69K
$473K
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 10.39% |
$49.4K - $57.9K
|
3.45K
$606K
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
67+ 0.46% |
$8.27K - $9.7K
|
14.5K
$2.55M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4- 0.16% |
$494 - $579
|
2.5K
$440K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-285- 31.77% |
$35.2K - $41.2K
|
612
$108K
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.29% |
$24.7K - $28.9K
|
68.4K
$12M
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
275+ 2.35% |
$33.9K - $39.8K
|
12K
$2.1M
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.19K- 3.3% |
$147K - $172K
|
34.9K
$6.13M
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.16K- 5.46% |
$266K - $312K
|
37.4K
$6.57M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.59K+ 19.12% |
$566K - $664K
|
28.6K
$5.02M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-315- 13.63% |
$38.9K - $45.6K
|
2K
$351K
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-200- 5.37% |
$24.7K - $28.9K
|
3.53K
$620K
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.28K+ 36.03% |
$528K - $619K
|
16.2K
$2.84M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-68- 2.62% |
$8.39K - $9.84K
|
2.53K
$445K
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.45KNew |
$179K - $210K
|
1.45K
$255K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.96KNew |
$365K - $428K
|
2.96K
$520K
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.5K- 0.74% |
$308K - $361K
|
334K
$58.7M
|