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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
62+ 3.21% |
$7.65K - $8.97K
|
1.99K
$350K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-13.1K- 21.06% |
$1.62M - $1.9M
|
49.3K
$8.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
217+ 6.27% |
$26.8K - $31.4K
|
3.68K
$646K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28New |
$3.46K - $4.05K
|
28
$4.92K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-8.22K- 30.33% |
$1.01M - $1.19M
|
18.9K
$3.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-20- 0.23% |
$2.47K - $2.89K
|
8.59K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-396- 4.19% |
$48.9K - $57.3K
|
9.06K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.27K- 53.11% |
$404K - $474K
|
2.89K
$508K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.81% |
$864 - $1.01K
|
869
$153K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-121- 2.02% |
$14.9K - $17.5K
|
5.86K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-55- 12.09% |
$6.79K - $7.96K
|
400
$70.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.32% |
$864 - $1.01K
|
2.23K
$392K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-24- 1.01% |
$2.96K - $3.47K
|
2.35K
$412K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
17+ 0.79% |
$2.1K - $2.46K
|
2.16K
$380K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
25+ 0.91% |
$3.09K - $3.62K
|
2.76K
$485K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-6.91K- 2.39% |
$853K - $1M
|
282K
$49.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-51- 1.03% |
$6.29K - $7.38K
|
4.9K
$862K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 1.02% |
$123 - $145
|
99
$17.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 16.67% |
$247 - $289
|
14
$2.46K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.32K+ 2.95% |
$163K - $191K
|
46K
$8.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.2KNew |
$2.12M - $2.49M
|
17.2K
$3.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60New |
$7.4K - $8.68K
|
60
$10.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
377New |
$46.5K - $54.6K
|
377
$66.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
305+ 18.94% |
$37.6K - $44.1K
|
1.92K
$337K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
56.8K+ 14.84% |
$7.01M - $8.22M
|
440K
$77.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
702+ 4.93% |
$86.6K - $102K
|
14.9K
$2.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 2.12% |
$12.3K - $14.5K
|
4.62K
$812K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-206- 0.79% |
$25.4K - $29.8K
|
25.9K
$4.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.56K+ 1.06% |
$316K - $370K
|
244K
$42.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-69.1K- 5.95% |
$8.53M - $10M
|
1.09M
$192M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
308+ 0.78% |
$38K - $44.6K
|
39.7K
$6.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
64+ 1.11% |
$7.9K - $9.26K
|
5.85K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20+ 1.12% |
$2.47K - $2.89K
|
1.81K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
360+ 22.97% |
$44.4K - $52.1K
|
1.93K
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
6+ 0.2% |
$740 - $868
|
3.05K
$536K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-27.3K- 15.87% |
$3.37M - $3.95M
|
145K
$25.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.95K+ 53.22% |
$611K - $716K
|
14.2K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-41- 1.55% |
$5.06K - $5.93K
|
2.6K
$457K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-54- 0.25% |
$6.66K - $7.81K
|
21.4K
$3.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 43.86% |
$12.3K - $14.5K
|
128
$22.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
96+ 0.44% |
$11.8K - $13.9K
|
22.1K
$3.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
321+ 20.05% |
$39.6K - $46.5K
|
1.92K
$338K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
634+ 22.2% |
$78.2K - $91.8K
|
3.49K
$613K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
124+ 1.89% |
$15.3K - $17.9K
|
6.69K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 1.54% |
$3.21K - $3.76K
|
1.72K
$302K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
649+ 7.59% |
$80.1K - $93.9K
|
9.2K
$1.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-412- 13.96% |
$50.8K - $59.6K
|
2.54K
$446K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$123 - $145
|
2
$352
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-8.32K- 3.16% |
$1.03M - $1.2M
|
255K
$44.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-115- 6.81% |
$14.2K - $16.6K
|
1.57K
$277K
|