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 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-8- 0.29% |
$1.22K - $1.63K
|
2.77K
$553K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
97+ 3.79% |
$14.8K - $19.7K
|
2.66K
$531K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.07K+ 3.39% |
$316K - $420K
|
63.1K
$12.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
2+ 7.14% |
$306 - $407
|
30
$6K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
59+ 8.64% |
$9.03K - $12K
|
742
$148K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
251+ 8.91% |
$38.4K - $51K
|
3.07K
$614K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-216- 10.53% |
$33K - $43.9K
|
1.84K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1- 0.07% |
$153 - $203
|
1.43K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.88K- 37.0% |
$288K - $383K
|
3.21K
$641K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-269- 0.86% |
$41.2K - $54.7K
|
31.1K
$6.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-997- 11.96% |
$153K - $203K
|
7.34K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-28- 0.19% |
$4.28K - $5.69K
|
14.4K
$2.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
146New |
$22.3K - $29.7K
|
146
$29.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
64+ 1.8% |
$9.79K - $13K
|
3.63K
$726K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 5.56% |
$612 - $813
|
76
$15.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
172K+ 2420.27% |
$26.4M - $35M
|
180K
$35.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-315- 3.92% |
$48.2K - $64K
|
7.73K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.21K- 46.4% |
$339K - $450K
|
2.56K
$511K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
5+ 0.24% |
$765 - $1.02K
|
2.07K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-5.24K- 4.36% |
$801K - $1.06M
|
115K
$23M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-450- 2.84% |
$68.8K - $91.5K
|
15.4K
$3.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.6K+ 7.15% |
$245K - $326K
|
24K
$4.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 3.36% |
$765 - $1.02K
|
154
$30.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
120+ 5.81% |
$18.4K - $24.4K
|
2.19K
$437K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-245- 2.55% |
$37.5K - $49.8K
|
9.38K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.19KNew |
$641K - $852K
|
4.19K
$838K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-59- 52.68% |
$9.03K - $12K
|
53
$10.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-217- 7.33% |
$33.2K - $44.1K
|
2.74K
$549K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-600- 1.92% |
$91.8K - $122K
|
30.6K
$6.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.45K- 17.22% |
$527K - $700K
|
16.6K
$3.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.1% |
$153 - $203
|
1.05K
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
376+ 5.08% |
$57.5K - $76.4K
|
7.78K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 3.42% |
$30.6K - $40.7K
|
5.66K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.03K- 8.22% |
$158K - $209K
|
11.5K
$2.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
153+ 0.96% |
$23.4K - $31.1K
|
16.1K
$3.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
7New |
$1.07K - $1.42K
|
7
$1.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
69+ 2.46% |
$10.6K - $14K
|
2.87K
$574K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
63+ 2.3% |
$9.64K - $12.8K
|
2.8K
$560K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
62+ 0.67% |
$9.49K - $12.6K
|
9.31K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.33KNew |
$204K - $271K
|
1.33K
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-29- 2.41% |
$4.44K - $5.89K
|
1.17K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.11K- 30.88% |
$169K - $225K
|
2.48K
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-18.9K- 33.66% |
$2.89M - $3.84M
|
37.3K
$7.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.92K+ 113.52% |
$293K - $389K
|
3.6K
$721K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-10- 0.23% |
$1.53K - $2.03K
|
4.38K
$876K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
70+ 333.33% |
$10.7K - $14.2K
|
91
$18.2K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-100- 50.0% |
$15.3K - $20.3K
|
100
$20K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.31KNew |
$200K - $265K
|
1.31K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 59.44% |
$229K - $304K
|
4.01K
$802K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
158+ 5.39% |
$24.2K - $32.1K
|
3.09K
$618K
|