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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
225+ 450.0% |
$19.2K - $27.4K
|
275
$49K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
26.7KNew |
$2.27M - $3.25M
|
26.7K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 100.0% |
$85.3 - $122
|
2
$356
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-4.05K- 44.4% |
$345K - $494K
|
5.07K
$904K
|
|
|
Nov 13, 2023
Q3 2023
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
25.2K+ 48.18% |
$2.15M - $3.07M
|
77.5K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
20+ 0.8% |
$1.71K - $2.44K
|
2.52K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
11.1K+ 25.72% |
$946K - $1.35M
|
54.2K
$9.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.61KNew |
$223K - $318K
|
2.61K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
272+ 13.17% |
$23.2K - $33.1K
|
2.34K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-92- 1.65% |
$7.84K - $11.2K
|
5.48K
$976K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
67New |
$5.71K - $8.16K
|
67
$11.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
12+ 0.18% |
$1.02K - $1.46K
|
6.65K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1KClosed |
$85.5K - $122K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
810+ 28.37% |
$69.1K - $98.7K
|
3.67K
$653K
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-20- 0.78% |
$1.71K - $2.44K
|
2.54K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
140 Summer Partners LP
New York, NY |
SELL
|
- |
-57.4K- 10.76% |
$4.89M - $6.99M
|
476K
$84.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.15KNew |
$268K - $383K
|
3.15K
$561K
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
342K+ 5789.26% |
$29.2M - $41.7M
|
348K
$62.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.88% |
$85.3 - $122
|
114
$20.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-177- 1.15% |
$15.1K - $21.6K
|
15.2K
$2.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-30.1K- 58.03% |
$2.57M - $3.67M
|
21.8K
$3.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.53% |
$85.3 - $122
|
188
$33.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.45KNew |
$294K - $421K
|
3.45K
$615K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
272New |
$23.2K - $33.1K
|
272
$48.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-82- 35.96% |
$6.99K - $9.99K
|
146
$26K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.94KNew |
$336K - $480K
|
3.94K
$703K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
375+ 12.17% |
$32K - $45.7K
|
3.46K
$616K
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
15.6KNew |
$1.33M - $1.9M
|
15.6K
$2.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-1.68K- 98.76% |
$143K - $205K
|
21
$3.74K
|
|
|
Nov 07, 2023
Q3 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
10.9K+ 419.23% |
$929K - $1.33M
|
13.5K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
53+ 92.98% |
$4.52K - $6.46K
|
110
$19.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
639+ 34.9% |
$54.5K - $77.9K
|
2.47K
$440K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
633+ 1.69% |
$54K - $77.1K
|
38K
$6.77M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.96K+ 22.01% |
$764K - $1.09M
|
49.7K
$8.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-221Closed |
$18.8K - $26.9K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-10- 9.35% |
$853 - $1.22K
|
97
$17.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.59KNew |
$476K - $681K
|
5.59K
$996K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
100New |
$8.53K - $12.2K
|
100
$17.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19New |
$1.62K - $2.32K
|
19
$3.39K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
1.44K+ 92.28% |
$122K - $175K
|
2.99K
$533K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150- 11.54% |
$12.8K - $18.3K
|
1.15K
$205K
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
14.7KNew |
$1.25M - $1.79M
|
14.7K
$2.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
468New |
$39.9K - $57K
|
468
$83.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
PUT |
2.8KNew |
$239K - $341K
|
2.8K
$499K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.4K- 6.13% |
$119K - $170K
|
21.4K
$3.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 44.44% |
$8.53K - $12.2K
|
125
$22.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25+ 0.48% |
$2.13K - $3.05K
|
5.21K
$928K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.51% |
$1.36K - $1.95K
|
3.11K
$555K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-298- 85.88% |
$25.4K - $36.3K
|
49
$8.73K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
500+ 3.07% |
$42.6K - $60.9K
|
16.8K
$2.99M
|