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 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
|
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
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.3K- 10.64% |
$198K - $263K
|
10.9K
$2.18M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
307+ 23.8% |
$47K - $62.4K
|
1.6K
$319K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
12+ 0.43% |
$1.84K - $2.44K
|
2.82K
$565K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-282- 24.61% |
$43.1K - $57.3K
|
864
$173K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.74KNew |
$1.19M - $1.6M
|
8.74K
$1.75M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.15KNew |
$1.11M - $1.49M
|
8.15K
$1.63M
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.16% |
$136 - $183
|
609
$122K
|
|
|
Jul 25, 2025
Q4 2024
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-1.55K- 17.14% |
$212K - $284K
|
7.51K
$1.5M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-185K- 16.73% |
$25.3M - $33.9M
|
923K
$185M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.52K+ 5.49% |
$208K - $278K
|
29.3K
$5.86M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-24.7K- 4.64% |
$3.37M - $4.51M
|
508K
$102M
|
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
11.5K+ 185.39% |
$1.57M - $2.1M
|
17.7K
$3.55M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.2KNew |
$164K - $219K
|
1.2K
$240K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
88New |
$12K - $16.1K
|
88
$17.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
237New |
$32.3K - $43.3K
|
237
$47.4K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
194New |
$26.4K - $35.4K
|
194
$38.8K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$136 - $183
|
1
$200
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21+ 0.51% |
$2.86K - $3.84K
|
4.15K
$830K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
153+ 2.11% |
$20.9K - $27.9K
|
7.41K
$1.48M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-676- 30.18% |
$92.1K - $123K
|
1.56K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.4KNew |
$190K - $255K
|
1.4K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
444K+ 48.1% |
$60.5M - $81M
|
1.37M
$273M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
180New |
$24.5K - $32.9K
|
180
$36K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
6.08KNew |
$828K - $1.11M
|
6.08K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-118- 2.36% |
$16.1K - $21.6K
|
4.89K
$978K
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
14.8KNew |
$2.02M - $2.71M
|
14.8K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-164- 2.83% |
$22.4K - $30K
|
5.63K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- 0.07% |
$136 - $183
|
1.46K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Jpb Foundation
New York, NY |
SELL
|
- |
-32K- 80.75% |
$4.36M - $5.85M
|
7.63K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
17.1KNew |
$2.33M - $3.12M
|
17.1K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
215+ 6.25% |
$29.3K - $39.3K
|
3.66K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
10.3K+ 51.5% |
$1.4M - $1.88M
|
30.3K
$6.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
51New |
$6.95K - $9.32K
|
51
$10.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.31K+ 21.02% |
$178K - $239K
|
7.53K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-98.5K- 82.49% |
$13.4M - $18M
|
20.9K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
120KNew |
$16.4M - $21.9M
|
120K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-682K- 87.49% |
$93M - $125M
|
97.5K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-394- 1.51% |
$53.7K - $72K
|
25.8K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-87.3K- 85.34% |
$11.9M - $15.9M
|
15K
$3M
|
|