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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-13.7K- 9.56% |
$1.27M - $1.61M
|
129K
$23.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$13.9K - $17.7K
|
150
$26.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.41K- 67.47% |
$407K - $519K
|
2.12K
$379K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
PUT |
2New |
$185 - $236
|
2
$356
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
129New |
$11.9K - $15.2K
|
129
$23K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-551- 8.65% |
$50.9K - $65K
|
5.82K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-961- 6.62% |
$88.8K - $113K
|
13.6K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.77KNew |
$348K - $444K
|
3.77K
$671K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.12K+ 2.67% |
$196K - $250K
|
81.8K
$14.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-127- 73.84% |
$11.7K - $15K
|
45
$8.02K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-20.3K- 47.47% |
$1.88M - $2.4M
|
22.5K
$4.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.48K- 46.71% |
$229K - $292K
|
2.83K
$504K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
25New |
$2.31K - $2.95K
|
25
$4.46K
|
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
29+ 0.2% |
$2.68K - $3.42K
|
14.3K
$2.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-417- 10.61% |
$38.5K - $49.2K
|
3.52K
$626K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.63KNew |
$243K - $311K
|
2.63K
$469K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.75KNew |
$162K - $206K
|
1.75K
$312K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
56New |
$5.18K - $6.6K
|
56
$9.98K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.74KNew |
$623K - $795K
|
6.74K
$1.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
178+ 45.06% |
$16.5K - $21K
|
573
$102K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.1KNew |
$472K - $602K
|
5.1K
$910K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
602+ 7.42% |
$55.6K - $71K
|
8.72K
$1.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 31.4% |
$161K - $205K
|
3.8K
$678K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
4+ 0.08% |
$370 - $472
|
4.76K
$847K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-36- 26.47% |
$3.33K - $4.24K
|
100
$17.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.9KNew |
$176K - $224K
|
1.9K
$338K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-87- 66.41% |
$8.04K - $10.3K
|
44
$7.84K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.7K- 20.36% |
$249K - $318K
|
10.5K
$1.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.33K+ 2.93% |
$123K - $156K
|
46.6K
$8.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.86KNew |
$171K - $219K
|
1.86K
$331K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.01KNew |
$186K - $237K
|
2.01K
$358K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
31+ 6.97% |
$2.87K - $3.65K
|
476
$84.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.24% |
$740 - $943
|
3.35K
$596K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
31+ 6.97% |
$2.87K - $3.65K
|
476
$84.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
6.32KNew |
$584K - $745K
|
6.32K
$1.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-116- 6.25% |
$10.7K - $13.7K
|
1.74K
$310K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.97KNew |
$275K - $350K
|
2.97K
$530K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.07% |
$185 - $236
|
189
$33.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$162K - $207K
|
1.76K
$313K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$740 - $943
|
8
$1.43K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
42New |
$3.88K - $4.95K
|
42
$7.49K
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.32KNew |
$307K - $391K
|
3.32K
$592K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-25- 0.91% |
$2.31K - $2.95K
|
2.73K
$487K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-10.8K- 45.96% |
$995K - $1.27M
|
12.7K
$2.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
95+ 1.4% |
$8.78K - $11.2K
|
6.9K
$1.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.05KNew |
$189K - $241K
|
2.05K
$365K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 17.78% |
$740 - $943
|
37
$6.59K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-118- 52.68% |
$10.9K - $13.9K
|
106
$18.9K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
152New |
$14K - $18.1K
|
152
$27.1K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10.4KClosed |
$958K - $1.24M
|
0
$0
|
|