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 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 2.58% |
$402 - $563
|
189
$37.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.04K- 32.84% |
$164K - $230K
|
4.18K
$836K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.92KNew |
$154K - $216K
|
1.92K
$384K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-28- 1.13% |
$2.25K - $3.15K
|
2.44K
$489K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$402 - $563
|
5
$1K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
87New |
$7K - $9.79K
|
87
$17.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$161 - $225
|
2.86K
$572K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-428- 2.78% |
$34.4K - $48.2K
|
15K
$2.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
931+ 1258.11% |
$74.9K - $105K
|
1.01K
$201K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-52- 41.6% |
$4.19K - $5.85K
|
73
$14.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
2.06KNew |
$166K - $232K
|
2.06K
$412K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
180New |
$14.5K - $20.3K
|
180
$36K
|
|
|
Jan 09, 2024
Q4 2023
|
Polianta LTD
|
SELL
|
- |
-3.7K- 30.58% |
$298K - $417K
|
8.4K
$1.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
2+ 0.06% |
$161 - $225
|
3.63K
$726K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
139K+ 123.89% |
$11.9M - $17M
|
252K
$50.4M
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.44KNew |
$123K - $176K
|
1.44K
$289K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4+ 9.76% |
$341 - $487
|
45
$9K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
194+ 27.36% |
$16.5K - $23.6K
|
903
$181K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.31KNew |
$282K - $403K
|
3.31K
$662K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.08KNew |
$92.1K - $132K
|
1.08K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
392+ 41.66% |
$33.4K - $47.8K
|
1.33K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
92New |
$7.84K - $11.2K
|
92
$18.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.69KNew |
$314K - $449K
|
3.69K
$737K
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.01KNew |
$342K - $489K
|
4.01K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.49KNew |
$212K - $303K
|
2.49K
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
265+ 8.01% |
$22.6K - $32.3K
|
3.57K
$715K
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
113KNew |
$9.64M - $13.8M
|
113K
$22.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
5.9KNew |
$503K - $719K
|
5.9K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
42.9KNew |
$3.66M - $5.23M
|
42.9K
$8.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
PUT |
-6.7K- 78.82% |
$571K - $816K
|
1.8K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
11.5KNew |
$980K - $1.4M
|
11.5K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
PUT |
10KNew |
$853K - $1.22M
|
10K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
21.7K+ 76.68% |
$1.85M - $2.64M
|
50K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
200KNew |
$17.1M - $24.4M
|
200K
$40M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
321+ 1.27% |
$27.4K - $39.1K
|
25.5K
$5.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.85KNew |
$328K - $469K
|
3.85K
$770K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-16K- 73.26% |
$1.36M - $1.95M
|
5.83K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
225+ 450.0% |
$19.2K - $27.4K
|
275
$55K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
26.7KNew |
$2.27M - $3.25M
|
26.7K
$5.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 100.0% |
$85.3 - $122
|
2
$400
|
|
|
Nov 13, 2023
Q3 2023
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
25.2K+ 48.18% |
$2.15M - $3.07M
|
77.5K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
20+ 0.8% |
$1.71K - $2.44K
|
2.52K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
11.1K+ 25.72% |
$946K - $1.35M
|
54.2K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.61KNew |
$223K - $318K
|
2.61K
$523K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-92- 1.65% |
$7.84K - $11.2K
|
5.48K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
67New |
$5.71K - $8.16K
|
67
$13.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1KClosed |
$85.5K - $122K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
810+ 28.37% |
$69.1K - $98.7K
|
3.67K
$733K
|
|
|
Nov 13, 2023
Q3 2023
|
140 Summer Partners LP
New York, NY |
SELL
|
- |
-57.4K- 10.76% |
$4.89M - $6.99M
|
476K
$95.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.15KNew |
$268K - $383K
|
3.15K
$629K
|
|