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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
SELL
|
- |
-15K- 75.0% |
$1.46M - $1.97M
|
5K
$1M
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-114- 5.33% |
$11.1K - $14.9K
|
2.02K
$405K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
99New |
$9.6K - $13K
|
99
$19.8K
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
107New |
$10.4K - $14K
|
107
$21.4K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.55% |
$1.07K - $1.44K
|
2.03K
$406K
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
PUT |
-109K- 79.22% |
$10.6M - $14.3M
|
28.6K
$5.72M
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
25KNew |
$2.43M - $3.28M
|
25K
$5M
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.56KNew |
$152K - $205K
|
1.56K
$312K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.66KNew |
$161K - $218K
|
1.66K
$332K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-92- 0.9% |
$8.92K - $12.1K
|
10.1K
$2.02M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.36K- 4.56% |
$131K - $178K
|
28.4K
$5.68M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.46K+ 57.94% |
$724K - $978K
|
20.3K
$4.07M
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
257New |
$24.9K - $33.7K
|
257
$51.4K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-1.2K- 5.71% |
$116K - $157K
|
19.8K
$3.96M
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
13KNew |
$1.26M - $1.7M
|
13K
$2.6M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12New |
$1.16K - $1.57K
|
12
$2.4K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-480- 0.71% |
$46.6K - $62.9K
|
66.7K
$13.3M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.57KNew |
$152K - $205K
|
1.57K
$313K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.78K- 98.9% |
$270K - $364K
|
31
$6.2K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
25New |
$2.43K - $3.28K
|
25
$5K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 1.11% |
$291 - $393
|
268
$53.6K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23.7K- 5.44% |
$2.3M - $3.11M
|
412K
$82.5M
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
7New |
$679 - $918
|
7
$1.4K
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
438+ 7.41% |
$42.5K - $57.4K
|
6.35K
$1.27M
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
590+ 0.27% |
$57.2K - $77.3K
|
220K
$43.9M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-421- 42.1% |
$40.8K - $55.2K
|
579
$116K
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 1.94% |
$4.85K - $6.55K
|
2.53K
$506K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38+ 345.45% |
$3.69K - $4.98K
|
49
$9.8K
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
3.07KNew |
$298K - $402K
|
3.07K
$614K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-350- 14.67% |
$34K - $45.9K
|
2.04K
$407K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
70New |
$6.79K - $9.18K
|
70
$14K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
117+ 33.33% |
$11.3K - $15.3K
|
468
$93.6K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
98+ 5.48% |
$9.51K - $12.8K
|
1.89K
$377K
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-715- 30.62% |
$69.4K - $93.7K
|
1.62K
$324K
|
|
May 03, 2024
Q1 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-6.27K- 9.36% |
$608K - $822K
|
60.7K
$12.2M
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.16KNew |
$113K - $153K
|
1.16K
$233K
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
7.5KNew |
$728K - $983K
|
7.5K
$1.5M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.5K- 41.95% |
$146K - $197K
|
2.08K
$416K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$194 - $262
|
2
$400
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-125- 6.27% |
$12.1K - $16.4K
|
1.87K
$374K
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-2.52K- 1.76% |
$244K - $330K
|
141K
$28.1M
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-400- 12.5% |
$38.8K - $52.4K
|
2.8K
$560K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.87K- 98.68% |
$181K - $244K
|
25
$5K
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-229- 10.17% |
$22.2K - $30K
|
2.02K
$405K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.95K+ 18.9% |
$190K - $256K
|
12.3K
$2.46M
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.03K- 77.21% |
$197K - $266K
|
599
$120K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-38- 50.0% |
$3.69K - $4.98K
|
38
$7.6K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-42.4K- 73.88% |
$4.11M - $5.56M
|
15K
$3M
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$485 - $655
|
5
$1K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
15New |
$1.46K - $1.97K
|
15
$3K
|