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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-55- 84.62% |
$6.58K - $7.19K
|
10
$1.78K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
721+ 3.22% |
$86.2K - $94.3K
|
23.1K
$4.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
40+ 2.56% |
$4.78K - $5.23K
|
1.6K
$286K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.24K- 12.63% |
$148K - $162K
|
8.56K
$1.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-39- 7.24% |
$4.66K - $5.1K
|
500
$89.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
28.7KNew |
$3.43M - $3.75M
|
28.7K
$5.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-882- 96.92% |
$105K - $115K
|
28
$4.99K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
33+ 1.02% |
$3.95K - $4.32K
|
3.26K
$581K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
105New |
$12.6K - $13.7K
|
105
$18.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-28.1K- 53.13% |
$3.36M - $3.68M
|
24.8K
$4.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
691+ 35.26% |
$82.6K - $90.4K
|
2.65K
$472K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
42.7KNew |
$5.1M - $5.58M
|
42.7K
$7.61M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-250- 50.0% |
$29.9K - $32.7K
|
250
$44.6K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-50- 2.48% |
$5.98K - $6.54K
|
1.97K
$351K
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.2K- 34.09% |
$143K - $157K
|
2.32K
$413K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.12KNew |
$851K - $931K
|
7.12K
$1.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.96K- 59.9% |
$234K - $256K
|
1.31K
$234K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.16% |
$120 - $131
|
608
$108K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 6.9% |
$957 - $1.05K
|
124
$22.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-46- 2.46% |
$5.5K - $6.02K
|
1.83K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-148- 7.64% |
$17.7K - $19.4K
|
1.79K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-100- 14.29% |
$12K - $13.1K
|
600
$107K
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-770- 7.27% |
$92.1K - $101K
|
9.83K
$1.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3- 2.7% |
$359 - $392
|
108
$19.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6- 0.36% |
$717 - $785
|
1.64K
$293K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
368+ 25.43% |
$44K - $48.1K
|
1.82K
$323K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$239 - $262
|
2
$356
|
|
|
Jul 26, 2024
Q2 2024
|
Gam Holding Ag
|
SELL
|
- |
-1- 0.05% |
$120 - $131
|
2.01K
$358K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-52- 2.27% |
$6.22K - $6.8K
|
2.24K
$399K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
46New |
$5.5K - $6.02K
|
46
$8.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$1.2K - $1.31K
|
10
$1.78K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-6- 12.24% |
$717 - $785
|
43
$7.66K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
16.8KNew |
$2.01M - $2.2M
|
16.8K
$3M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-17- 1.63% |
$2.03K - $2.22K
|
1.03K
$183K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
121New |
$14.5K - $15.8K
|
121
$21.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
20New |
$2.39K - $2.62K
|
20
$3.56K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
12+ 66.67% |
$1.43K - $1.57K
|
30
$5.35K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-200- 50.0% |
$23.9K - $26.2K
|
200
$35.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$717 - $785
|
6
$1.07K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
284+ 2.86% |
$34K - $37.2K
|
10.2K
$1.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-239- 3.98% |
$28.6K - $31.3K
|
5.76K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
135New |
$16.1K - $17.7K
|
135
$24.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
696KNew |
$83.2M - $91M
|
696K
$124M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-357- 12.72% |
$42.7K - $46.7K
|
2.45K
$437K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$2.99K - $3.27K
|
25
$4.46K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
76+ 24.44% |
$9.09K - $9.94K
|
387
$69K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5+ 0.02% |
$598 - $654
|
22.4K
$3.99M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 6.06% |
$35.9K - $39.2K
|
4.65K
$829K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
150New |
$17.9K - $19.6K
|
150
$26.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
PUT |
7.5KNew |
$897K - $981K
|
7.5K
$1.34M
|