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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
180+ 2.03% |
$27.5K - $36.6K
|
9.06K
$1.81M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-132- 6.79% |
$20.2K - $26.8K
|
1.81K
$362K
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
SELL
|
- |
-461- 12.86% |
$70.5K - $93.7K
|
3.12K
$625K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 5.9% |
$1.57M - $2.09M
|
185K
$36.9M
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
152+ 1.17% |
$23.3K - $30.9K
|
13.2K
$2.64M
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 137.64% |
$444K - $589K
|
5.01K
$1M
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.65K+ 11.04% |
$253K - $336K
|
16.6K
$3.32M
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-997- 11.09% |
$153K - $203K
|
7.99K
$1.6M
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-275- 12.59% |
$42.1K - $55.9K
|
1.91K
$382K
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.89K+ 7.3% |
$290K - $385K
|
27.9K
$5.57M
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
87+ 107.41% |
$13.3K - $17.7K
|
168
$33.6K
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.77K- 11.77% |
$424K - $563K
|
20.8K
$4.15M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.02K+ 17.39% |
$157K - $208K
|
6.91K
$1.38M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.71KNew |
$261K - $347K
|
1.71K
$341K
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.83K+ 123.01% |
$586K - $779K
|
6.95K
$1.39M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.62KNew |
$248K - $329K
|
1.62K
$324K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.6KNew |
$703K - $934K
|
4.6K
$920K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
106+ 1.31% |
$16.2K - $21.5K
|
8.17K
$1.64M
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
24.6K+ 19.24% |
$3.77M - $5.01M
|
153K
$30.5M
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-240- 7.69% |
$36.7K - $48.8K
|
2.88K
$576K
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
71+ 5.88% |
$10.9K - $14.4K
|
1.28K
$256K
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
5.5K+ 3.41% |
$841K - $1.12M
|
167K
$33.3M
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
41KNew |
$6.27M - $8.33M
|
41K
$8.2M
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-202- 3.51% |
$30.9K - $41.1K
|
5.56K
$1.11M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
127+ 3.03% |
$19.4K - $25.8K
|
4.32K
$865K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-10.9K- 5.84% |
$1.67M - $2.22M
|
176K
$35.3M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
765+ 19.32% |
$117K - $155K
|
4.73K
$945K
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
340+ 21.28% |
$52K - $69.1K
|
1.94K
$388K
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
11.7KNew |
$1.78M - $2.37M
|
11.7K
$2.33M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-456- 8.89% |
$69.8K - $92.7K
|
4.67K
$935K
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
169+ 0.37% |
$25.9K - $34.3K
|
45.7K
$9.13M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
22+ 0.07% |
$3.37K - $4.47K
|
29.9K
$5.98M
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.37K+ 141.37% |
$821K - $1.09M
|
9.17K
$1.83M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
557+ 8.99% |
$85.2K - $113K
|
6.75K
$1.35M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.1K- 17.15% |
$1.86M - $2.47M
|
58.6K
$11.7M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-7.28K- 36.24% |
$1.11M - $1.48M
|
12.8K
$2.56M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-190- 13.81% |
$29.1K - $38.6K
|
1.19K
$237K
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-613- 33.05% |
$93.8K - $125K
|
1.24K
$248K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-318- 2.24% |
$48.7K - $64.6K
|
13.9K
$2.77M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.24KNew |
$189K - $251K
|
1.24K
$247K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7- 1.03% |
$1.07K - $1.42K
|
670
$134K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
6.81K+ 4.69% |
$1.04M - $1.38M
|
152K
$30.4M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-139- 3.9% |
$21.3K - $28.3K
|
3.42K
$685K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.44K- 9.7% |
$220K - $292K
|
13.4K
$2.68M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-121- 5.33% |
$18.5K - $24.6K
|
2.15K
$430K
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-223K- 25.16% |
$34M - $45.2M
|
662K
$132M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-427- 4.2% |
$65.3K - $86.8K
|
9.75K
$1.95M
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-6- 14.63% |
$918 - $1.22K
|
35
$7K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-751- 5.89% |
$115K - $153K
|
12K
$2.4M
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4- 0.23% |
$612 - $813
|
1.72K
$343K
|