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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-11- 2.39% |
$885 - $1.24K
|
450
$90K
|
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
141New |
$11.3K - $15.9K
|
141
$28.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
4.7KNew |
$378K - $529K
|
4.7K
$940K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-87- 2.92% |
$7K - $9.79K
|
2.89K
$578K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
49.6KNew |
$3.99M - $5.58M
|
49.6K
$9.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
221New |
$17.8K - $24.9K
|
221
$44.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-70.3K- 88.96% |
$5.66M - $7.92M
|
8.73K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-35.4K- 69.37% |
$2.85M - $3.99M
|
15.6K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
10.6KNew |
$853K - $1.19M
|
10.6K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-14.6K- 69.39% |
$1.17M - $1.64M
|
6.43K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-7.86KClosed |
$633K - $885K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-13.5K- 76.28% |
$1.09M - $1.52M
|
4.19K
$838K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
1.97KNew |
$159K - $222K
|
1.97K
$394K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
29.7K+ 11852.19% |
$2.39M - $3.35M
|
30K
$6M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-886- 22.39% |
$71.3K - $99.7K
|
3.07K
$614K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.99KNew |
$160K - $224K
|
1.99K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
22+ 12.87% |
$1.77K - $2.48K
|
193
$38.6K
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
63.8K+ 16.44% |
$5.14M - $7.19M
|
452K
$90.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Arga Investment Management, LP
|
BUY
|
- |
4.97KNew |
$400K - $560K
|
4.97K
$995K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$4.02K - $5.63K
|
50
$10K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
33New |
$2.66K - $3.71K
|
33
$6.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-14.7K- 63.39% |
$1.18M - $1.66M
|
8.5K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.76K- 21.16% |
$141K - $198K
|
6.54K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
234New |
$18.8K - $26.3K
|
234
$46.8K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
150New |
$12.1K - $16.9K
|
150
$30K
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-257- 9.25% |
$20.7K - $28.9K
|
2.52K
$505K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-69- 0.41% |
$5.55K - $7.77K
|
16.7K
$3.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.94KNew |
$156K - $218K
|
1.94K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
272New |
$21.9K - $30.6K
|
272
$54.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
730+ 8.62% |
$58.8K - $82.2K
|
9.2K
$1.84M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-300- 67.42% |
$24.1K - $33.8K
|
145
$29K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.4KNew |
$113K - $158K
|
1.4K
$280K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
PUT |
1.5KNew |
$121K - $169K
|
1.5K
$300K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.15KNew |
$334K - $467K
|
4.15K
$830K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-10.6K- 2.67% |
$857K - $1.2M
|
388K
$77.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-665- 3.45% |
$53.5K - $74.9K
|
18.6K
$3.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-200- 16.21% |
$16.1K - $22.5K
|
1.03K
$207K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7New |
$563 - $788
|
7
$1.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-3.31K- 9.25% |
$266K - $372K
|
32.4K
$6.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.11KNew |
$170K - $238K
|
2.11K
$422K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.8K+ 19.8% |
$145K - $202K
|
10.9K
$2.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 4.43% |
$724 - $1.01K
|
212
$42.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
402+ 41.92% |
$32.4K - $45.3K
|
1.36K
$272K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
307New |
$24.7K - $34.6K
|
307
$61.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4+ 1.27% |
$322 - $450
|
318
$63.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.21KNew |
$258K - $361K
|
3.21K
$642K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.1KNew |
$169K - $236K
|
2.1K
$420K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 22.22% |
$80.5K - $113K
|
3.5K
$700K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.44KNew |
$277K - $387K
|
3.44K
$688K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-1.59K- 32.42% |
$128K - $179K
|
3.31K
$662K
|