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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-35- 46.67% |
$3.4K - $4.59K
|
40
$8K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$970 - $1.31K
|
10
$2K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
173+ 4.99% |
$16.8K - $22.7K
|
3.64K
$729K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-830- 88.49% |
$80.5K - $109K
|
108
$21.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-11.8K- 74.21% |
$1.14M - $1.55M
|
4.1K
$820K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7KNew |
$679K - $917K
|
7K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 4.0% |
$97 - $131
|
26
$5.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.28KNew |
$221K - $299K
|
2.28K
$457K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
1.67KNew |
$162K - $219K
|
1.67K
$335K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.53KNew |
$148K - $200K
|
1.53K
$305K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-59- 86.76% |
$5.72K - $7.73K
|
9
$1.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-300- 11.34% |
$29.1K - $39.3K
|
2.35K
$469K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-314- 15.32% |
$30.5K - $41.2K
|
1.74K
$347K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 20.0% |
$97 - $131
|
6
$1.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.63KNew |
$158K - $214K
|
1.63K
$326K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
122New |
$11.8K - $16K
|
122
$24.4K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$194 - $262
|
2
$400
|
|
| Q4 2023 | |||||||
|
Apr 01, 2025
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.34KNew |
$188K - $264K
|
2.34K
$468K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.83K- 46.88% |
$147K - $206K
|
2.07K
$414K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
5New |
$402 - $563
|
5
$1K
|
|
|
Mar 14, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
6KNew |
$483K - $675K
|
6K
$1.2M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
19+ 0.73% |
$1.53K - $2.14K
|
2.61K
$523K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
172New |
$13.8K - $19.4K
|
172
$34.4K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7New |
$563 - $788
|
7
$1.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
66New |
$5.31K - $7.43K
|
66
$13.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
CALL |
-8.9K- 37.55% |
$716K - $1M
|
14.8K
$2.96M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
47+ 0.5% |
$3.78K - $5.29K
|
9.48K
$1.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
25New |
$2.01K - $2.81K
|
25
$5K
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
6KNew |
$483K - $675K
|
6K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-53- 0.84% |
$4.27K - $5.97K
|
6.28K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
16.3KNew |
$1.31M - $1.83M
|
16.3K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.14KNew |
$172K - $240K
|
2.14K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-1.53K- 42.06% |
$123K - $172K
|
2.11K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
2.23KNew |
$180K - $251K
|
2.23K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-14.7K- 70.67% |
$1.18M - $1.65M
|
6.1K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.94KNew |
$156K - $218K
|
1.94K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-51.5K- 15.86% |
$4.14M - $5.8M
|
273K
$54.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivermont Capital Management LP
New York, NY |
BUY
|
- |
107KNew |
$8.64M - $12.1M
|
107K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
150New |
$12.1K - $16.9K
|
150
$30K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.12KNew |
$171K - $239K
|
2.12K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshfield Associates
Washington, DC |
BUY
|
- |
1.12M+ 82.25% |
$90M - $126M
|
2.48M
$495M
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-23.4K- 91.57% |
$1.89M - $2.64M
|
2.16K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
20+ 0.2% |
$1.61K - $2.25K
|
10.1K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-38.9K- 60.88% |
$3.13M - $4.38M
|
25K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
27.7K+ 99.3% |
$2.23M - $3.11M
|
55.5K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
11.9K+ 148.6% |
$956K - $1.34M
|
19.9K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
2.4K+ 22.86% |
$193K - $270K
|
12.9K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
35New |
$2.82K - $3.94K
|
35
$7K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
6.6KNew |
$531K - $743K
|
6.6K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$178K - $248K
|
2.21K
$442K
|
|