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 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-162- 9.97% |
$24.8K - $32.9K
|
1.46K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
16+ 1.12% |
$2.45K - $3.25K
|
1.44K
$289K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.02K- 14.0% |
$462K - $614K
|
18.5K
$3.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$153 - $203
|
1.81K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.75K+ 10.02% |
$421K - $559K
|
30.2K
$6.04M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.84KNew |
$435K - $578K
|
2.84K
$569K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
432+ 222.68% |
$66.1K - $87.8K
|
626
$125K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 2.86% |
$1.38K - $1.83K
|
306
$61.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-14.9K- 54.26% |
$2.28M - $3.03M
|
12.6K
$2.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-37- 0.82% |
$5.66K - $7.52K
|
4.46K
$893K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 84.15% |
$23.6K - $31.3K
|
29
$5.8K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 133.33% |
$612 - $813
|
7
$1.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-516- 27.4% |
$78.9K - $105K
|
1.37K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.75K+ 6.85% |
$1.03M - $1.37M
|
105K
$21.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.39% |
$765 - $1.02K
|
1.28K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-100- 0.08% |
$15.3K - $20.3K
|
132K
$26.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
6+ 0.43% |
$918 - $1.22K
|
1.4K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
141+ 0.17% |
$21.6K - $28.7K
|
85K
$17M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.96K+ 153.05% |
$299K - $398K
|
3.23K
$647K
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
40.5K+ 51.99% |
$6.2M - $8.23M
|
118K
$23.7M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
25New |
$3.82K - $5.08K
|
25
$5K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-86- 3.08% |
$13.2K - $17.5K
|
2.7K
$541K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6- 0.05% |
$918 - $1.22K
|
13.2K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-76- 3.38% |
$11.6K - $15.4K
|
2.17K
$434K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-2.48K- 47.09% |
$380K - $505K
|
2.79K
$558K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-61- 23.46% |
$9.33K - $12.4K
|
199
$39.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-119- 6.05% |
$18.2K - $24.2K
|
1.85K
$370K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 12.9% |
$612 - $813
|
35
$7K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 24.9% |
$311K - $413K
|
6.12K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-134K- 48.2% |
$20.4M - $27.1M
|
144K
$28.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
267+ 15.13% |
$40.8K - $54.3K
|
2.03K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-1.36K- 25.19% |
$209K - $277K
|
4.05K
$810K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
97+ 5.18% |
$14.8K - $19.7K
|
1.97K
$394K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.72KNew |
$263K - $349K
|
1.72K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2+ 0.16% |
$306 - $407
|
1.26K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-50- 0.29% |
$7.65K - $10.2K
|
17.1K
$3.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-717- 29.88% |
$110K - $146K
|
1.68K
$337K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-75- 14.2% |
$11.5K - $15.2K
|
453
$90.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$3.06K - $4.07K
|
20
$4K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-25- 0.5% |
$3.82K - $5.08K
|
4.95K
$990K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-181- 1.05% |
$27.7K - $36.8K
|
17.1K
$3.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-9.69K- 57.14% |
$1.48M - $1.97M
|
7.27K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.39% |
$153 - $203
|
259
$51.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.54K- 21.7% |
$1M - $1.33M
|
23.6K
$4.72M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-77- 5.7% |
$11.8K - $15.7K
|
1.28K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-15- 0.44% |
$2.29K - $3.05K
|
3.42K
$683K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-190- 1.52% |
$29.1K - $38.6K
|
12.3K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39+ 18.4% |
$5.97K - $7.93K
|
251
$50.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
7.58KNew |
$1.16M - $1.54M
|
7.58K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 2.33% |
$765 - $1.02K
|
220
$44K
|