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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
342K+ 5789.26% |
$29.2M - $41.7M
|
348K
$69.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.88% |
$85.3 - $122
|
114
$22.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-177- 1.15% |
$15.1K - $21.6K
|
15.2K
$3.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-30.1K- 58.03% |
$2.57M - $3.67M
|
21.8K
$4.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.53% |
$85.3 - $122
|
188
$37.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.45KNew |
$294K - $421K
|
3.45K
$691K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
272New |
$23.2K - $33.1K
|
272
$54.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-82- 35.96% |
$6.99K - $9.99K
|
146
$29.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.94KNew |
$336K - $480K
|
3.94K
$789K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
375+ 12.17% |
$32K - $45.7K
|
3.46K
$691K
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
15.6KNew |
$1.33M - $1.9M
|
15.6K
$3.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-1.68K- 98.76% |
$143K - $205K
|
21
$4.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
10.9K+ 419.23% |
$929K - $1.33M
|
13.5K
$2.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
53+ 92.98% |
$4.52K - $6.46K
|
110
$22K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
639+ 34.9% |
$54.5K - $77.9K
|
2.47K
$494K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
633+ 1.69% |
$54K - $77.1K
|
38K
$7.6M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.96K+ 22.01% |
$764K - $1.09M
|
49.7K
$9.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-221Closed |
$18.8K - $26.9K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-10- 9.35% |
$853 - $1.22K
|
97
$19.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.59KNew |
$476K - $681K
|
5.59K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
100New |
$8.53K - $12.2K
|
100
$20K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19New |
$1.62K - $2.32K
|
19
$3.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
1.44K+ 92.28% |
$122K - $175K
|
2.99K
$598K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150- 11.54% |
$12.8K - $18.3K
|
1.15K
$230K
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
14.7KNew |
$1.25M - $1.79M
|
14.7K
$2.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
468New |
$39.9K - $57K
|
468
$93.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
PUT |
2.8KNew |
$239K - $341K
|
2.8K
$560K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.4K- 6.13% |
$119K - $170K
|
21.4K
$4.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 44.44% |
$8.53K - $12.2K
|
125
$25K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25+ 0.48% |
$2.13K - $3.05K
|
5.21K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-298- 85.88% |
$25.4K - $36.3K
|
49
$9.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
500+ 3.07% |
$42.6K - $60.9K
|
16.8K
$3.36M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-64- 42.11% |
$5.46K - $7.8K
|
88
$17.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6.23K- 33.49% |
$532K - $760K
|
12.4K
$2.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
5.77KNew |
$492K - $703K
|
5.77K
$1.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.95K+ 195.45% |
$422K - $603K
|
7.48K
$1.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
85+ 0.91% |
$7.25K - $10.4K
|
9.46K
$1.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$341 - $487
|
4
$800
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-316- 11.74% |
$26.9K - $38.5K
|
2.38K
$475K
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
3.04KNew |
$259K - $371K
|
3.04K
$609K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-850- 67.84% |
$72.5K - $104K
|
403
$80.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
4New |
$341 - $487
|
4
$800
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-19.6KClosed |
$1.82M - $2.32M
|
0
$0
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
336+ 11.59% |
$31.1K - $39.6K
|
3.24K
$647K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15.4K- 41.08% |
$1.42M - $1.82M
|
22.1K
$4.42M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-27- 3.71% |
$2.5K - $3.18K
|
700
$140K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-21K- 22.38% |
$1.94M - $2.48M
|
72.9K
$14.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-218K- 99.14% |
$20.2M - $25.7M
|
1.88K
$377K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2.75K- 67.84% |
$254K - $324K
|
1.3K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-739- 15.72% |
$68.3K - $87.1K
|
3.96K
$792K
|
|