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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-64- 42.11% |
$5.46K - $7.8K
|
88
$15.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6.23K- 33.49% |
$532K - $760K
|
12.4K
$2.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
5.77KNew |
$492K - $703K
|
5.77K
$1.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.95K+ 195.45% |
$422K - $603K
|
7.48K
$1.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
85+ 0.91% |
$7.25K - $10.4K
|
9.46K
$1.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$341 - $487
|
4
$713
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-316- 11.74% |
$26.9K - $38.5K
|
2.38K
$423K
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
3.04KNew |
$259K - $371K
|
3.04K
$542K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-850- 67.84% |
$72.5K - $104K
|
403
$71.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
4New |
$341 - $487
|
4
$713
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-19.6KClosed |
$1.82M - $2.32M
|
0
$0
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
336+ 11.59% |
$31.1K - $39.6K
|
3.24K
$577K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15.4K- 41.08% |
$1.42M - $1.82M
|
22.1K
$3.94M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-27- 3.71% |
$2.5K - $3.18K
|
700
$125K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-21K- 22.38% |
$1.94M - $2.48M
|
72.9K
$13M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-218K- 99.14% |
$20.2M - $25.7M
|
1.88K
$336K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2.75K- 67.84% |
$254K - $324K
|
1.3K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-739- 15.72% |
$68.3K - $87.1K
|
3.96K
$706K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.17KNew |
$201K - $256K
|
2.17K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20New |
$1.85K - $2.36K
|
20
$3.56K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-942- 19.16% |
$87.1K - $111K
|
3.98K
$708K
|
|
|
Aug 14, 2023
Q2 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
161KNew |
$14.9M - $19M
|
161K
$28.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
2.5K+ 3.23% |
$231K - $295K
|
80K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-238K- 53.78% |
$22M - $28.1M
|
205K
$36.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
20+ 0.65% |
$1.85K - $2.36K
|
3.11K
$554K
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-120K- 61.56% |
$11.1M - $14.2M
|
75.2K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-3.7K- 65.82% |
$342K - $436K
|
1.92K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.32K- 63.37% |
$307K - $391K
|
1.92K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-213- 8.74% |
$19.7K - $25.1K
|
2.22K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-224- 11.16% |
$20.7K - $26.4K
|
1.78K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-107K- 80.85% |
$9.94M - $12.7M
|
25.5K
$4.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-94.6K- 70.81% |
$8.75M - $11.2M
|
39K
$6.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
100KNew |
$9.24M - $11.8M
|
100K
$17.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 1.31% |
$277 - $354
|
226
$40.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.2KNew |
$481K - $613K
|
5.2K
$927K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
10.6KNew |
$980K - $1.25M
|
10.6K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-778- 18.29% |
$71.9K - $91.7K
|
3.48K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-5.24K- 24.16% |
$484K - $617K
|
16.4K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
101K+ 502.83% |
$9.34M - $11.9M
|
121K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
11.6K+ 29.89% |
$1.07M - $1.37M
|
50.5K
$8.99M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 0.18% |
$1.2K - $1.53K
|
7.26K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-24.7K- 21.49% |
$2.29M - $2.92M
|
90.4K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.79KNew |
$627K - $800K
|
6.79K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.24MNew |
$392M - $500M
|
4.24M
$757M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-11.4K- 81.11% |
$1.06M - $1.35M
|
2.67K
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-5.26K- 67.67% |
$486K - $620K
|
2.51K
$448K
|
|
|
Aug 11, 2023
Q2 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
PUT |
150K+ 60.0% |
$13.9M - $17.7M
|
400K
$71.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
5.55KNew |
$513K - $655K
|
5.55K
$990K
|
|