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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7New |
$636 - $761
|
7
$1.25K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
20New |
$1.82K - $2.18K
|
20
$3.56K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
128New |
$11.6K - $13.9K
|
128
$22.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
10New |
$908 - $1.09K
|
10
$1.78K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-19Closed |
$1.73K - $2.1K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-53- 1.14% |
$4.82K - $5.85K
|
4.59K
$819K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-817- 0.52% |
$74.3K - $90.3K
|
155K
$27.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-208- 8.55% |
$18.9K - $23K
|
2.23K
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
14+ 5.36% |
$1.27K - $1.55K
|
275
$49K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21New |
$1.91K - $2.32K
|
21
$3.74K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 30.83% |
$112K - $136K
|
5.22K
$930K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.75KClosed |
$250K - $304K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-603- 16.64% |
$54.8K - $66.6K
|
3.02K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
35.4K+ 6.9% |
$3.21M - $3.91M
|
547K
$97.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.33K- 10.21% |
$303K - $368K
|
29.3K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-6.9K- 35.03% |
$627K - $762K
|
12.8K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-57- 42.54% |
$5.18K - $6.3K
|
77
$13.7K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.57KNew |
$325K - $394K
|
3.57K
$636K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
97New |
$8.82K - $10.7K
|
97
$17.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-5K- 7.69% |
$455K - $552K
|
60K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
115New |
$10.5K - $12.7K
|
115
$20.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
38New |
$3.45K - $4.2K
|
38
$6.77K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-179K- 13.84% |
$16.3M - $19.8M
|
1.12M
$199M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
159New |
$14.5K - $17.6K
|
159
$28.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
170KNew |
$15.5M - $18.8M
|
170K
$30.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 83.33% |
$18.2K - $22.1K
|
40
$7.13K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.5KNew |
$136K - $166K
|
1.5K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.65K+ 12.22% |
$150K - $183K
|
15.2K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
22.5K+ 129.01% |
$2.05M - $2.49M
|
39.9K
$7.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.21KNew |
$383K - $465K
|
4.21K
$751K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-100- 7.35% |
$9.09K - $11K
|
1.26K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.14K- 33.67% |
$194K - $236K
|
4.21K
$750K
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 2.08% |
$9.09K - $11K
|
4.9K
$873K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-240- 2.33% |
$21.8K - $26.5K
|
10.1K
$1.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
3.38KNew |
$308K - $374K
|
3.38K
$603K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
430+ 58.66% |
$39.1K - $47.5K
|
1.16K
$207K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-17- 11.18% |
$1.55K - $1.88K
|
135
$24.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-249- 34.39% |
$22.6K - $27.5K
|
475
$84.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
30New |
$2.73K - $3.31K
|
30
$5.35K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
800New |
$72.7K - $88.4K
|
800
$143K
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.1K- 5.05% |
$99.9K - $121K
|
20.7K
$3.69M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.22KNew |
$293K - $355K
|
3.22K
$574K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
56New |
$5.09K - $6.19K
|
56
$9.98K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-317- 11.99% |
$28.8K - $35K
|
2.33K
$415K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-53- 9.12% |
$4.82K - $5.85K
|
528
$94.1K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
127+ 0.06% |
$11.5K - $14K
|
197K
$35.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-177- 5.2% |
$16.1K - $19.6K
|
3.23K
$576K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-4.69K- 37.82% |
$426K - $518K
|
7.71K
$1.37M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-206- 1.93% |
$18.7K - $22.8K
|
10.5K
$1.87M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-70- 25.93% |
$6.36K - $7.73K
|
200
$35.6K
|
|