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 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-90- 4.35% |
$11.1K - $13K
|
1.98K
$353K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-69- 0.13% |
$8.52K - $9.99K
|
52.4K
$9.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$123 - $145
|
1
$178
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
16.9KNew |
$2.09M - $2.45M
|
16.9K
$3.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11- 0.55% |
$1.36K - $1.59K
|
2K
$357K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-386- 19.94% |
$47.6K - $55.9K
|
1.55K
$276K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 0.37% |
$123 - $145
|
267
$47.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-35- 1.29% |
$4.32K - $5.07K
|
2.67K
$476K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-190- 1.08% |
$23.4K - $27.5K
|
17.4K
$3.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
90+ 0.92% |
$11.1K - $13K
|
9.84K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 1.11% |
$123 - $145
|
91
$16.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.43% |
$123 - $145
|
232
$41.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
243+ 0.54% |
$30K - $35.2K
|
45.3K
$8.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
226New |
$27.9K - $32.7K
|
226
$40.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
53+ 0.58% |
$6.54K - $7.67K
|
9.19K
$1.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
96+ 4.85% |
$11.8K - $13.9K
|
2.07K
$370K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1+ 0.03% |
$123 - $145
|
3.28K
$585K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
87+ 4.2% |
$10.7K - $12.6K
|
2.16K
$385K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.34K+ 109.57% |
$413K - $484K
|
6.4K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
229+ 38.62% |
$28.3K - $33.1K
|
822
$147K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7+ 0.39% |
$864 - $1.01K
|
1.81K
$322K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
4+ 0.02% |
$494 - $579
|
22.2K
$3.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
65+ 2.68% |
$8.02K - $9.41K
|
2.49K
$443K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.2K+ 4.54% |
$395K - $464K
|
73.8K
$13.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
26+ 2.32% |
$3.21K - $3.76K
|
1.15K
$204K
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
3.29K+ 4.29% |
$406K - $476K
|
80K
$14.3M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.44K+ 39.53% |
$425K - $498K
|
12.1K
$2.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-3- 2.44% |
$370 - $434
|
120
$21.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
244+ 6.67% |
$30.1K - $35.3K
|
3.9K
$696K
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.39K+ 7.1% |
$419K - $491K
|
51.1K
$9.12M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-47.4K- 88.05% |
$5.85M - $6.86M
|
6.44K
$1.15M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-502- 98.62% |
$62K - $72.6K
|
7
$1.25K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.52K+ 13.89% |
$681K - $798K
|
45.2K
$8.06M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 1.82% |
$2.59K - $3.04K
|
1.18K
$209K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-2.8K- 14.04% |
$345K - $404K
|
17.1K
$3.05M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Water Island Capital LLC
New York, NY |
SELL
|
- |
-266- 2.55% |
$31.8K - $34.8K
|
10.2K
$1.81M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-312- 7.12% |
$37.3K - $40.8K
|
4.07K
$725K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30+ 1.56% |
$3.59K - $3.92K
|
1.96K
$349K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
12KNew |
$1.44M - $1.57M
|
12K
$2.14M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
93New |
$11.1K - $12.2K
|
93
$16.6K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.64KNew |
$435K - $476K
|
3.64K
$649K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.44K- 43.07% |
$411K - $449K
|
4.54K
$809K
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-917- 96.12% |
$110K - $120K
|
37
$6.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-34.6K- 3.81% |
$4.13M - $4.52M
|
871K
$155M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1- 0.06% |
$120 - $131
|
1.64K
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-2.66K- 11.34% |
$317K - $347K
|
20.8K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
269KNew |
$32.1M - $35.2M
|
269K
$47.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
15KNew |
$1.79M - $1.96M
|
15K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-69.8K- 59.29% |
$8.35M - $9.14M
|
48K
$8.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-139- 2.66% |
$16.6K - $18.2K
|
5.09K
$907K
|
|