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 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-600- 1.92% |
$91.8K - $122K
|
30.6K
$4.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.45K- 17.22% |
$527K - $700K
|
16.6K
$2.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.1% |
$153 - $203
|
1.05K
$167K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
376+ 5.08% |
$57.5K - $76.4K
|
7.78K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 3.42% |
$30.6K - $40.7K
|
5.66K
$900K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.03K- 8.22% |
$158K - $209K
|
11.5K
$1.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
153+ 0.96% |
$23.4K - $31.1K
|
16.1K
$2.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
7New |
$1.07K - $1.42K
|
7
$1.11K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
69+ 2.46% |
$10.6K - $14K
|
2.87K
$457K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
63+ 2.3% |
$9.64K - $12.8K
|
2.8K
$445K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
62+ 0.67% |
$9.49K - $12.6K
|
9.31K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.33KNew |
$204K - $271K
|
1.33K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-29- 2.41% |
$4.44K - $5.89K
|
1.17K
$187K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.11K- 30.88% |
$169K - $225K
|
2.48K
$394K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-18.9K- 33.66% |
$2.89M - $3.84M
|
37.3K
$5.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.92K+ 113.52% |
$293K - $389K
|
3.6K
$573K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-10- 0.23% |
$1.53K - $2.03K
|
4.38K
$696K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
70+ 333.33% |
$10.7K - $14.2K
|
91
$14.5K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-100- 50.0% |
$15.3K - $20.3K
|
100
$15.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.31KNew |
$200K - $265K
|
1.31K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 59.44% |
$229K - $304K
|
4.01K
$638K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
158+ 5.39% |
$24.2K - $32.1K
|
3.09K
$491K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
47+ 4.02% |
$7.19K - $9.55K
|
1.22K
$194K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-9- 3.95% |
$1.38K - $1.83K
|
219
$34.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-517- 1.39% |
$79.1K - $105K
|
36.8K
$5.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-16- 6.08% |
$2.45K - $3.25K
|
247
$39.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
224+ 0.69% |
$34.3K - $45.5K
|
32.5K
$5.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-780K- 99.41% |
$119M - $158M
|
4.6K
$731K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-600- 5.12% |
$91.8K - $122K
|
11.1K
$1.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
85New |
$13K - $17.3K
|
85
$13.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
56+ 1.92% |
$8.57K - $11.4K
|
2.97K
$473K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-65- 2.3% |
$9.94K - $13.2K
|
2.76K
$440K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-697- 12.4% |
$107K - $142K
|
4.93K
$783K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
432+ 0.2% |
$66.1K - $87.8K
|
213K
$33.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
246+ 18.82% |
$37.6K - $50K
|
1.55K
$247K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1+ 0.36% |
$153 - $203
|
281
$44.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 8.45% |
$9.18K - $12.2K
|
650
$103K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 83.33% |
$765 - $1.02K
|
11
$1.75K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-16- 0.96% |
$2.45K - $3.25K
|
1.65K
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11New |
$1.68K - $2.24K
|
11
$1.75K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-21- 31.34% |
$3.21K - $4.27K
|
46
$7.32K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
467+ 16.44% |
$71.4K - $94.9K
|
3.31K
$526K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-30- 0.14% |
$4.59K - $6.1K
|
20.7K
$3.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
CALL |
-39K- 41.49% |
$5.97M - $7.93M
|
55K
$8.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 12.0% |
$2.75K - $3.66K
|
168
$26.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-97- 1.53% |
$14.8K - $19.7K
|
6.26K
$995K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-5- 1.91% |
$765 - $1.02K
|
257
$40.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.21K+ 5.9% |
$491K - $653K
|
57.7K
$9.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-75- 2.57% |
$11.5K - $15.2K
|
2.85K
$453K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.14K+ 114100.0% |
$175K - $232K
|
1.14K
$182K
|