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 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
75+ 0.43% |
$9.26K - $10.9K
|
17.7K
$3.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-223- 51.03% |
$27.5K - $32.3K
|
214
$37.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.23K+ 7.4% |
$275K - $323K
|
32.4K
$5.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.68K- 9.64% |
$331K - $388K
|
25.1K
$4.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
6K+ 10.1% |
$740K - $868K
|
65.4K
$11.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
44+ 2.49% |
$5.43K - $6.37K
|
1.81K
$319K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-200- 4.78% |
$24.7K - $28.9K
|
3.98K
$700K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
69+ 2.74% |
$8.52K - $9.99K
|
2.59K
$455K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.4K+ 4.05% |
$297K - $348K
|
61.8K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-147- 5.6% |
$18.1K - $21.3K
|
2.48K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
60+ 1.75% |
$7.4K - $8.68K
|
3.49K
$613K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-143- 4.12% |
$17.6K - $20.7K
|
3.33K
$585K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.98K+ 7.25% |
$244K - $286K
|
29.2K
$5.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-190- 67.14% |
$23.4K - $27.5K
|
93
$16.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.19% |
$247 - $289
|
1.05K
$184K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
22+ 0.18% |
$2.72K - $3.18K
|
12.4K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-41- 1.29% |
$5.06K - $5.93K
|
3.13K
$550K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$123 - $145
|
123K
$21.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-31- 28.97% |
$3.83K - $4.49K
|
76
$13.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-16.2K- 2.54% |
$1.99M - $2.34M
|
621K
$109M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-695- 26.59% |
$85.8K - $101K
|
1.92K
$337K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-114- 2.77% |
$14.1K - $16.5K
|
4.01K
$704K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
1.76KNew |
$217K - $254K
|
1.76K
$309K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
11.5K+ 12.64% |
$1.42M - $1.67M
|
103K
$18M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.04K- 22.56% |
$252K - $295K
|
7K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-399- 7.85% |
$49.2K - $57.7K
|
4.69K
$823K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
92+ 2.65% |
$11.4K - $13.3K
|
3.56K
$625K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.55KNew |
$315K - $369K
|
2.55K
$448K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
64+ 0.2% |
$7.9K - $9.26K
|
32.4K
$5.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
150New |
$18.5K - $21.7K
|
150
$26.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
685+ 2.64% |
$84.5K - $99.1K
|
26.7K
$4.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
123+ 6.78% |
$15.2K - $17.8K
|
1.94K
$341K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.95K+ 23.34% |
$487K - $571K
|
20.9K
$3.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.7% |
$12.3K - $14.5K
|
14.1K
$2.48M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.32K- 12.45% |
$163K - $191K
|
9.28K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.65K- 5.62% |
$327K - $383K
|
44.5K
$7.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
886+ 22.59% |
$109K - $128K
|
4.81K
$845K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4+ 0.1% |
$494 - $579
|
4.04K
$710K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
189+ 11.19% |
$23.3K - $27.4K
|
1.88K
$330K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
900+ 27.17% |
$111K - $130K
|
4.21K
$740K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.36K- 2.45% |
$291K - $342K
|
94K
$16.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-2.14K- 26.37% |
$264K - $309K
|
5.97K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.43K+ 2.47% |
$177K - $208K
|
59.5K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
51+ 3.12% |
$6.29K - $7.38K
|
1.69K
$296K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-48- 22.97% |
$5.92K - $6.95K
|
161
$28.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
255+ 1.97% |
$31.5K - $36.9K
|
13.2K
$2.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-33- 0.6% |
$4.07K - $4.78K
|
5.47K
$961K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-186- 1.16% |
$23K - $26.9K
|
15.9K
$2.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6- 46.15% |
$740 - $868
|
7
$1.23K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.69KNew |
$208K - $244K
|
1.69K
$296K
|