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 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
47+ 4.02% |
$7.19K - $9.55K
|
1.22K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-9- 3.95% |
$1.38K - $1.83K
|
219
$43.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-517- 1.39% |
$79.1K - $105K
|
36.8K
$7.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-16- 6.08% |
$2.45K - $3.25K
|
247
$49.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
224+ 0.69% |
$34.3K - $45.5K
|
32.5K
$6.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-780K- 99.41% |
$119M - $158M
|
4.6K
$919K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-600- 5.12% |
$91.8K - $122K
|
11.1K
$2.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
85New |
$13K - $17.3K
|
85
$17K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
56+ 1.92% |
$8.57K - $11.4K
|
2.97K
$594K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-65- 2.3% |
$9.94K - $13.2K
|
2.76K
$553K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-697- 12.4% |
$107K - $142K
|
4.93K
$985K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
432+ 0.2% |
$66.1K - $87.8K
|
213K
$42.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
246+ 18.82% |
$37.6K - $50K
|
1.55K
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1+ 0.36% |
$153 - $203
|
281
$56.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 8.45% |
$9.18K - $12.2K
|
650
$130K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 83.33% |
$765 - $1.02K
|
11
$2.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-16- 0.96% |
$2.45K - $3.25K
|
1.65K
$329K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11New |
$1.68K - $2.24K
|
11
$2.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-21- 31.34% |
$3.21K - $4.27K
|
46
$9.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
467+ 16.44% |
$71.4K - $94.9K
|
3.31K
$662K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-30- 0.14% |
$4.59K - $6.1K
|
20.7K
$4.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
CALL |
-39K- 41.49% |
$5.97M - $7.93M
|
55K
$11M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 12.0% |
$2.75K - $3.66K
|
168
$33.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-97- 1.53% |
$14.8K - $19.7K
|
6.26K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-5- 1.91% |
$765 - $1.02K
|
257
$51.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.21K+ 5.9% |
$491K - $653K
|
57.7K
$11.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-75- 2.57% |
$11.5K - $15.2K
|
2.85K
$569K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.14K+ 114100.0% |
$175K - $232K
|
1.14K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
8.17K+ 10.17% |
$1.25M - $1.66M
|
88.5K
$17.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.59K- 24.52% |
$243K - $323K
|
4.89K
$978K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.71K+ 133.83% |
$261K - $347K
|
2.99K
$597K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10+ 0.55% |
$1.53K - $2.03K
|
1.84K
$369K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-215- 22.99% |
$32.9K - $43.7K
|
720
$144K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.29K- 31.35% |
$197K - $262K
|
2.82K
$565K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 2.78% |
$11.3K - $15K
|
2.59K
$519K
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$153 - $203
|
2K
$399K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
15+ 16.67% |
$2.29K - $3.05K
|
105
$21K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
111+ 3.95% |
$17K - $22.6K
|
2.92K
$585K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-1.06K- 2.05% |
$162K - $216K
|
50.8K
$10.2M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
2.16KNew |
$330K - $438K
|
2.16K
$431K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.69K+ 119.43% |
$565K - $751K
|
6.79K
$1.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-30- 25.0% |
$4.59K - $6.1K
|
90
$18K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
24.7K+ 4.86% |
$3.78M - $5.02M
|
533K
$107M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.08% |
$153 - $203
|
1.26K
$252K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
26New |
$3.98K - $5.28K
|
26
$5.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.2% |
$765 - $1.02K
|
2.53K
$506K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
281+ 4.08% |
$43K - $57.1K
|
7.18K
$1.44M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 3.24% |
$3.52K - $4.67K
|
732
$146K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
26.4KNew |
$4.05M - $5.38M
|
26.4K
$5.29M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
517+ 35.12% |
$79.1K - $105K
|
1.99K
$398K
|