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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.68K- 35.0% |
$1.48M - $1.97M
|
18K
$3.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.65K+ 26.1% |
$1.32M - $1.76M
|
41.8K
$8.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
285+ 3.08% |
$43.6K - $57.9K
|
9.53K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.66K+ 7.49% |
$407K - $540K
|
38.1K
$7.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-508- 0.29% |
$77.7K - $103K
|
176K
$35.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
142+ 3.4% |
$21.7K - $28.9K
|
4.32K
$864K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100New |
$15.3K - $20.3K
|
100
$20K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
173+ 6.34% |
$26.5K - $35.2K
|
2.9K
$581K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-56- 3.18% |
$8.57K - $11.4K
|
1.7K
$341K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.27K- 35.56% |
$347K - $462K
|
4.12K
$823K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 10.67% |
$1.22K - $1.63K
|
83
$16.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Cibra Capital LTD
London, X0 |
SELL
|
- |
-11.4K- 40.56% |
$1.74M - $2.31M
|
16.7K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-19.2K- 24.4% |
$2.93M - $3.9M
|
59.4K
$11.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
52+ 4.02% |
$7.96K - $10.6K
|
1.34K
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-5.66K- 66.64% |
$867K - $1.15M
|
2.84K
$567K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 0.27% |
$2.45K - $3.25K
|
5.96K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-300- 18.51% |
$45.9K - $61K
|
1.32K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
34.4K+ 1463.32% |
$5.26M - $6.99M
|
36.7K
$7.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.3KNew |
$199K - $264K
|
1.3K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.05% |
$1.53K - $2.03K
|
21.6K
$4.31M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
71+ 0.78% |
$10.9K - $14.4K
|
9.18K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
19.7K+ 6.75% |
$3.01M - $4M
|
311K
$62.2M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
38New |
$5.81K - $7.72K
|
38
$7.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
235+ 18.01% |
$36K - $47.8K
|
1.54K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
76+ 4.62% |
$11.6K - $15.4K
|
1.72K
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.25K+ 1.13% |
$191K - $254K
|
112K
$22.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
443+ 30.68% |
$67.8K - $90K
|
1.89K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
865+ 33.8% |
$132K - $176K
|
3.42K
$685K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6- 0.23% |
$918 - $1.22K
|
2.57K
$514K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.1K+ 0.55% |
$474K - $630K
|
565K
$113M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-28.4K- 3.07% |
$4.34M - $5.77M
|
896K
$179M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-183- 3.24% |
$28K - $37.2K
|
5.46K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-296- 10.34% |
$45.3K - $60.2K
|
2.57K
$513K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
70+ 5.54% |
$10.7K - $14.2K
|
1.33K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-12.3K- 5.05% |
$1.88M - $2.5M
|
231K
$46.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
606+ 1.26% |
$92.7K - $123K
|
48.6K
$9.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-110- 1.67% |
$16.8K - $22.4K
|
6.47K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 2.15% |
$306 - $407
|
95
$19K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 1.06% |
$306 - $407
|
190
$38K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-130- 4.42% |
$19.9K - $26.4K
|
2.81K
$562K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-57- 8.91% |
$8.72K - $11.6K
|
583
$117K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
317New |
$48.5K - $64.4K
|
317
$63.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.45KNew |
$222K - $295K
|
1.45K
$290K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
84+ 3.24% |
$12.9K - $17.1K
|
2.68K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.36K- 42.41% |
$207K - $276K
|
1.84K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8+ 0.66% |
$1.22K - $1.63K
|
1.22K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.7K+ 14.69% |
$1.95M - $2.59M
|
99.5K
$19.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-324- 10.49% |
$49.6K - $65.9K
|
2.77K
$553K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
326+ 10.31% |
$49.9K - $66.3K
|
3.49K
$698K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-162- 9.97% |
$24.8K - $32.9K
|
1.46K
$293K
|