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 03, 2025
Q4 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-19.5K- 25.28% |
$2.66M - $3.56M
|
57.7K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$160K - $214K
|
1.17K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5+ 0.3% |
$682 - $913
|
1.66K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-300- 15.57% |
$40.9K - $54.8K
|
1.63K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.32K- 2.84% |
$180K - $241K
|
45.2K
$9.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
304New |
$41.4K - $55.5K
|
304
$60.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.03KNew |
$277K - $371K
|
2.03K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.43K+ 66.95% |
$876K - $1.17M
|
16K
$3.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.23KNew |
$576K - $772K
|
4.23K
$846K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-90- 4.72% |
$12.3K - $16.4K
|
1.82K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.89K- 27.34% |
$531K - $711K
|
10.3K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
1.25KNew |
$170K - $228K
|
1.25K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
1KNew |
$136K - $183K
|
1K
$200K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
49New |
$6.68K - $8.95K
|
49
$9.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 4.26% |
$81.8K - $110K
|
13.5K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-131- 7.71% |
$17.9K - $23.9K
|
1.57K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.03MNew |
$277M - $371M
|
2.03M
$406M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.43% |
$136 - $183
|
233
$46.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-2.62K- 1.38% |
$358K - $479K
|
187K
$37.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
280New |
$38.2K - $51.1K
|
280
$56K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.24KNew |
$168K - $226K
|
1.24K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-76- 1.18% |
$10.4K - $13.9K
|
6.35K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
747+ 9.77% |
$102K - $136K
|
8.39K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 0.5% |
$954 - $1.28K
|
1.41K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.16KNew |
$158K - $212K
|
1.16K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
22New |
$3K - $4.02K
|
22
$4.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-75- 4.9% |
$10.2K - $13.7K
|
1.46K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
102KNew |
$13.9M - $18.6M
|
102K
$20.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-297- 4.98% |
$40.5K - $54.3K
|
5.67K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.7K- 7.46% |
$232K - $311K
|
21.1K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.84% |
$2.73K - $3.65K
|
2.36K
$473K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
11New |
$1.5K - $2.01K
|
11
$2.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$1.36K - $1.83K
|
10
$2K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
21+ 0.93% |
$2.86K - $3.84K
|
2.28K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10New |
$1.36K - $1.83K
|
10
$2K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.9K- 60.58% |
$259K - $347K
|
1.24K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$177K - $237K
|
1.3K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 0.98% |
$545 - $731
|
406
$81.2K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
760New |
$104K - $139K
|
760
$152K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.6KNew |
$491K - $658K
|
3.6K
$721K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
69New |
$9.4K - $12.6K
|
69
$13.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-100- 2.9% |
$13.6K - $18.3K
|
3.35K
$670K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
82New |
$11.2K - $15K
|
82
$16.4K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-524- 13.02% |
$71.4K - $95.7K
|
3.5K
$700K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.35KNew |
$184K - $247K
|
1.35K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.54KNew |
$346K - $464K
|
2.54K
$508K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.25KNew |
$170K - $228K
|
1.25K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
15New |
$2.04K - $2.74K
|
15
$3K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
137+ 6.84% |
$18.7K - $25K
|
2.14K
$428K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
19.1KNew |
$2.6M - $3.49M
|
19.1K
$3.82M
|