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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
297K+ 2.83% |
$40.5M - $54.3M
|
10.8M
$1.75B
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-1.44K- 41.3% |
$196K - $263K
|
2.05K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-164- 2.83% |
$22.4K - $30K
|
5.63K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- 0.07% |
$136 - $183
|
1.46K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.28KNew |
$174K - $233K
|
1.28K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
59+ 155.26% |
$8.04K - $10.8K
|
97
$15.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
306+ 170.95% |
$41.7K - $55.9K
|
485
$78.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
173+ 3.73% |
$23.6K - $31.6K
|
4.81K
$781K
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
SELL
|
- |
-26.9K- 39.7% |
$3.67M - $4.92M
|
40.9K
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Jpb Foundation
New York, NY |
SELL
|
- |
-32K- 80.75% |
$4.36M - $5.85M
|
7.63K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
17.1KNew |
$2.33M - $3.12M
|
17.1K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
74New |
$10.1K - $13.5K
|
74
$12K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.23K+ 0.33% |
$850K - $1.14M
|
1.89M
$307M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-46- 0.72% |
$6.27K - $8.4K
|
6.35K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-162- 8.01% |
$22.1K - $29.6K
|
1.86K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-449- 12.16% |
$61.2K - $82K
|
3.24K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-40- 2.05% |
$5.45K - $7.31K
|
1.91K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-162- 5.89% |
$22.1K - $29.6K
|
2.59K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
20KNew |
$2.73M - $3.65M
|
20K
$3.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-331K- 98.34% |
$45M - $60.4M
|
5.57K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
83+ 0.91% |
$11.3K - $15.2K
|
9.24K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.11K- 12.47% |
$152K - $203K
|
7.81K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.51K- 7.75% |
$342K - $459K
|
29.9K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
4.92K+ 10.26% |
$671K - $899K
|
52.9K
$8.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-671- 1.82% |
$91.5K - $123K
|
36.1K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.39K+ 82.6% |
$325K - $436K
|
5.28K
$856K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-3.66K- 5.95% |
$498K - $668K
|
57.8K
$9.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
215+ 6.25% |
$29.3K - $39.3K
|
3.66K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
163+ 0.62% |
$22.2K - $29.8K
|
26.5K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
171+ 2.83% |
$23.3K - $31.2K
|
6.21K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-13- 0.05% |
$1.77K - $2.37K
|
26.8K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.13K- 1.34% |
$154K - $206K
|
82.7K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.2M+ 129.98% |
$164M - $219M
|
2.13M
$345M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
10.3K+ 51.5% |
$1.4M - $1.88M
|
30.3K
$4.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
263+ 1.51% |
$35.8K - $48K
|
17.6K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28- 10.41% |
$3.82K - $5.11K
|
241
$39.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-28.7K- 31.61% |
$3.91M - $5.24M
|
62K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-246K- 21.02% |
$33.5M - $44.9M
|
923K
$150M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
6.72K+ 41.75% |
$916K - $1.23M
|
22.8K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-135- 0.52% |
$18.4K - $24.7K
|
26K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
57+ 3.23% |
$7.77K - $10.4K
|
1.82K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
51New |
$6.95K - $9.32K
|
51
$8.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
478K+ 21.33% |
$65.1M - $87.3M
|
2.72M
$441M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.31K+ 21.02% |
$178K - $239K
|
7.53K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
235K+ 12.83% |
$32.1M - $43M
|
2.07M
$336M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
45+ 1.17% |
$6.13K - $8.22K
|
3.89K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-143- 1.41% |
$19.5K - $26.1K
|
9.97K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-21.4K- 41.5% |
$2.91M - $3.91M
|
30.1K
$4.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
38.8K+ 14.5% |
$5.29M - $7.09M
|
306K
$49.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 35.76% |
$173K - $232K
|
2.28K
$370K
|