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 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
1.46KNew |
$223K - $297K
|
1.46K
$292K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-7- 4.35% |
$1.07K - $1.42K
|
154
$30.8K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 3.23% |
$765 - $1.02K
|
150
$30K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.7KNew |
$412K - $548K
|
2.7K
$539K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3New |
$459 - $610
|
3
$600
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-121- 2.89% |
$18.5K - $24.6K
|
4.07K
$814K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.33KNew |
$203K - $270K
|
1.33K
$266K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-695- 34.47% |
$106K - $141K
|
1.32K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9+ 6.62% |
$1.38K - $1.83K
|
145
$29K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
2.3K+ 1.66% |
$352K - $467K
|
141K
$28.2M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-888- 2.95% |
$136K - $180K
|
29.2K
$5.84M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.89K- 29.13% |
$288K - $383K
|
4.59K
$918K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-248- 0.34% |
$37.9K - $50.4K
|
72.7K
$14.5M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-13- 0.44% |
$1.99K - $2.64K
|
2.95K
$590K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.05K+ 17612.5% |
$1.08M - $1.43M
|
7.09K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.23K+ 12.27% |
$188K - $250K
|
11.2K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
19New |
$2.91K - $3.86K
|
19
$3.8K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-208- 1.55% |
$31.8K - $42.3K
|
13.2K
$2.65M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 5.65% |
$1.07K - $1.42K
|
131
$26.2K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-671- 25.19% |
$103K - $136K
|
1.99K
$399K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300+ 4.02% |
$45.9K - $61K
|
7.76K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-34- 1.48% |
$5.2K - $6.91K
|
2.26K
$452K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
492+ 13.68% |
$75.3K - $100K
|
4.09K
$818K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-10- 0.68% |
$1.53K - $2.03K
|
1.47K
$294K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 5.24% |
$1.53K - $2.03K
|
201
$40.2K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-423- 1.79% |
$64.7K - $86K
|
23.2K
$4.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-906- 14.71% |
$139K - $184K
|
5.25K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.66KNew |
$254K - $337K
|
1.66K
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
112+ 4.48% |
$17.1K - $22.8K
|
2.61K
$522K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
77+ 1.32% |
$11.8K - $15.7K
|
5.93K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8+ 0.53% |
$1.22K - $1.63K
|
1.51K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 11.98% |
$2.26M - $3M
|
138K
$27.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-74- 2.78% |
$11.3K - $15K
|
2.59K
$519K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28+ 103.7% |
$4.28K - $5.69K
|
55
$11K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.5% |
$45.9K - $61K
|
11.7K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.76KNew |
$576K - $765K
|
3.76K
$753K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-139- 5.76% |
$21.3K - $28.3K
|
2.27K
$455K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-55- 1.14% |
$8.41K - $11.2K
|
4.77K
$953K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
552+ 4.08% |
$84.5K - $112K
|
14.1K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.5K- 5.94% |
$1.92M - $2.55M
|
198K
$39.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.8KNew |
$3.04M - $4.03M
|
19.8K
$3.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
303+ 0.85% |
$46.4K - $61.6K
|
35.8K
$7.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-313- 3.12% |
$47.9K - $63.6K
|
9.71K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 1.56% |
$1.84K - $2.44K
|
783
$157K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.5KNew |
$382K - $508K
|
2.5K
$500K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
413+ 11.4% |
$63.2K - $83.9K
|
4.04K
$807K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-89.5K- 36.55% |
$13.7M - $18.2M
|
155K
$31.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-70- 4.31% |
$10.7K - $14.2K
|
1.56K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 3.97% |
$15.3K - $20.3K
|
2.42K
$484K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
340+ 7.37% |
$52K - $69.1K
|
4.96K
$991K
|