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 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.64K- 41.01% |
$1.02M - $1.35M
|
9.55K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18- 42.86% |
$2.75K - $3.66K
|
24
$4.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
216+ 17.41% |
$33K - $43.9K
|
1.46K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-14- 37.84% |
$2.14K - $2.85K
|
23
$4.6K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
790+ 2.76% |
$121K - $161K
|
29.4K
$5.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.89K+ 24.25% |
$748K - $993K
|
25K
$5.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-60- 1.85% |
$9.18K - $12.2K
|
3.19K
$638K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-39.1K- 56.25% |
$5.98M - $7.94M
|
30.4K
$6.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-13- 13.54% |
$1.99K - $2.64K
|
83
$16.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-226- 10.42% |
$34.6K - $45.9K
|
1.94K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
150New |
$22.9K - $30.5K
|
150
$30K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-62- 1.9% |
$9.49K - $12.6K
|
3.2K
$640K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
217+ 57.11% |
$33.2K - $44.1K
|
597
$119K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 0.2% |
$459 - $610
|
1.47K
$294K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-23- 15.33% |
$3.52K - $4.67K
|
127
$25.4K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.75KNew |
$268K - $355K
|
1.75K
$350K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-488- 2.6% |
$74.7K - $99.2K
|
18.3K
$3.66M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-138- 1.49% |
$21.1K - $28K
|
9.15K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-422- 0.78% |
$64.6K - $85.8K
|
53.9K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
83+ 1.52% |
$12.7K - $16.9K
|
5.55K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.07KNew |
$317K - $421K
|
2.07K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
66.1K+ 12.52% |
$10.1M - $13.4M
|
594K
$119M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-143- 7.98% |
$21.9K - $29.1K
|
1.65K
$330K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6- 0.2% |
$918 - $1.22K
|
2.92K
$585K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-33- 1.66% |
$5.05K - $6.71K
|
1.95K
$391K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-193- 7.81% |
$29.5K - $39.2K
|
2.28K
$456K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
145+ 71.43% |
$22.2K - $29.5K
|
348
$69.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
22+ 12.79% |
$3.37K - $4.47K
|
194
$38.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.3K+ 49.59% |
$352K - $468K
|
6.94K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
39+ 1.78% |
$5.97K - $7.93K
|
2.23K
$446K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-8K- 8.01% |
$1.22M - $1.63M
|
91.9K
$18.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
163+ 3.72% |
$24.9K - $33.1K
|
4.54K
$908K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
134+ 0.51% |
$20.5K - $27.2K
|
26.3K
$5.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 40.0% |
$1.84K - $2.44K
|
18
$3.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-353- 10.23% |
$54K - $71.7K
|
3.1K
$620K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
82+ 6.46% |
$12.5K - $16.7K
|
1.35K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-26- 1.01% |
$3.98K - $5.28K
|
2.56K
$511K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.72K+ 54.52% |
$1.49M - $1.98M
|
27.5K
$5.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 1.21% |
$5.35K - $7.11K
|
2.87K
$573K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7New |
$1.07K - $1.42K
|
7
$1.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
143+ 8.71% |
$21.9K - $29.1K
|
1.79K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.33KNew |
$969K - $1.29M
|
6.33K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4.88K- 62.48% |
$746K - $992K
|
2.93K
$586K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.46K- 39.15% |
$836K - $1.11M
|
8.49K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-5.52K- 23.09% |
$845K - $1.12M
|
18.4K
$3.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
21+ 1.15% |
$3.21K - $4.27K
|
1.85K
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
378+ 27.16% |
$57.8K - $76.8K
|
1.77K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-190- 0.89% |
$29.1K - $38.6K
|
21.2K
$4.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-505- 2.57% |
$77.3K - $103K
|
19.1K
$3.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-70- 35.0% |
$10.7K - $14.2K
|
130
$26K
|