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 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
400New |
$54.5K - $73.1K
|
400
$80K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.65KNew |
$225K - $302K
|
1.65K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.1K- 5.34% |
$150K - $201K
|
19.5K
$3.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
32+ 15.09% |
$4.36K - $5.85K
|
244
$48.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-106- 28.96% |
$14.4K - $19.4K
|
260
$52K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.58KNew |
$351K - $471K
|
2.58K
$516K
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-19.7K- 50.0% |
$2.68M - $3.59M
|
19.7K
$3.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.26KNew |
$172K - $230K
|
1.26K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.84KNew |
$388K - $520K
|
2.84K
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.75K- 0.71% |
$239K - $320K
|
245K
$48.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-16- 0.92% |
$2.18K - $2.92K
|
1.72K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
15+ 13.16% |
$2.04K - $2.74K
|
129
$25.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
159+ 8.29% |
$21.7K - $29K
|
2.08K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$196K - $262K
|
1.44K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-16.8K- 90.43% |
$2.29M - $3.07M
|
1.78K
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
17+ 7.8% |
$2.32K - $3.11K
|
235
$47K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-394- 12.21% |
$53.7K - $72K
|
2.83K
$567K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
198New |
$27K - $36.2K
|
198
$39.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
510New |
$69.5K - $93.2K
|
510
$102K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.11KNew |
$560K - $750K
|
4.11K
$822K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
6New |
$818 - $1.1K
|
6
$1.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-5.23K- 76.93% |
$712K - $954K
|
1.57K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
15+ 0.23% |
$2.04K - $2.74K
|
6.67K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.16% |
$136 - $183
|
609
$122K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27.6KNew |
$3.76M - $5.03M
|
27.6K
$5.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$682 - $913
|
5
$1K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.44% |
$40.9K - $54.8K
|
68.1K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
348New |
$47.4K - $63.6K
|
348
$69.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-266- 17.67% |
$36.3K - $48.6K
|
1.24K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.41K- 50.0% |
$328K - $440K
|
2.41K
$482K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4+ 0.28% |
$545 - $731
|
1.44K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-67- 2.92% |
$9.13K - $12.2K
|
2.23K
$446K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.37KNew |
$1.28M - $1.71M
|
9.37K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8New |
$1.09K - $1.46K
|
8
$1.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-359- 6.07% |
$48.9K - $65.6K
|
5.56K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.32K- 78.37% |
$998K - $1.34M
|
2.02K
$404K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$273 - $365
|
2
$400
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
39.7KNew |
$5.41M - $7.25M
|
39.7K
$7.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-300- 6.37% |
$40.9K - $54.8K
|
4.41K
$882K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5+ 8.93% |
$682 - $913
|
61
$12.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.34KNew |
$319K - $428K
|
2.34K
$468K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
390New |
$53.2K - $71.2K
|
390
$78K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-105- 2.6% |
$14.3K - $19.2K
|
3.93K
$787K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
1.16KNew |
$158K - $211K
|
1.16K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-135K- 95.08% |
$18.5M - $24.7M
|
7K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
1.35KNew |
$185K - $247K
|
1.35K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.16KNew |
$158K - $212K
|
1.16K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
1.41KNew |
$192K - $257K
|
1.41K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
BUY
|
- |
1.3KNew |
$177K - $237K
|
1.3K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3New |
$409 - $548
|
3
$600
|