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 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
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-15- 0.92% |
$2.29K - $3.05K
|
1.62K
$324K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
937+ 48.83% |
$143K - $190K
|
2.86K
$571K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 20.54% |
$3.52K - $4.67K
|
135
$27K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.03K+ 3.65% |
$157K - $209K
|
29.2K
$5.85M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.21K- 40.19% |
$645K - $856K
|
6.27K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-717- 3.26% |
$110K - $146K
|
21.3K
$4.26M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
370+ 38.95% |
$56.6K - $75.2K
|
1.32K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
1.3KNew |
$199K - $264K
|
1.3K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
64.3K+ 19.79% |
$9.84M - $13.1M
|
389K
$77.9M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
2.9KNew |
$444K - $589K
|
2.9K
$580K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
741+ 3.98% |
$113K - $151K
|
19.4K
$3.88M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-34.8K- 10.57% |
$5.33M - $7.08M
|
295K
$58.9M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.17KNew |
$332K - $441K
|
2.17K
$434K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-155- 1.87% |
$23.7K - $31.5K
|
8.14K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-51- 1.64% |
$7.8K - $10.4K
|
3.05K
$610K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 1.84% |
$612 - $813
|
213
$42.6K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-56- 1.18% |
$8.57K - $11.4K
|
4.7K
$940K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.56K+ 24.45% |
$1.16M - $1.54M
|
38.5K
$7.7M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
226+ 49.24% |
$34.6K - $45.9K
|
685
$137K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-680- 30.28% |
$104K - $138K
|
1.57K
$313K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-201- 2.37% |
$30.8K - $40.9K
|
8.26K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-785- 0.96% |
$120K - $160K
|
80.6K
$16.1M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
SELL
|
- |
-150- 1.31% |
$22.9K - $30.5K
|
11.3K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.28KNew |
$196K - $260K
|
1.28K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
52+ 2.61% |
$7.96K - $10.6K
|
2.05K
$410K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1+ 0.04% |
$153 - $203
|
2.38K
$475K
|
|
|
May 02, 2025
Q1 2025
|
Kintayl Capital LP
New York, NY |
BUY
|
- |
20.9K+ 79.64% |
$3.2M - $4.25M
|
47.2K
$9.44M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
66+ 4.55% |
$10.1K - $13.4K
|
1.52K
$303K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-5- 0.21% |
$765 - $1.02K
|
2.33K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.02K- 39.03% |
$156K - $208K
|
1.6K
$319K
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
18.6K+ 69.59% |
$2.85M - $3.78M
|
45.3K
$9.07M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
67+ 3.4% |
$10.3K - $13.6K
|
2.04K
$407K
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-300- 12.93% |
$45.9K - $61K
|
2.02K
$404K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-38- 0.44% |
$5.81K - $7.72K
|
8.55K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
5.04K+ 256.21% |
$771K - $1.02M
|
7K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.64K+ 76.64% |
$710K - $943K
|
10.7K
$2.14M
|