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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-15- 21.43% |
$1.34K - $1.81K
|
55
$9.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
20New |
$1.79K - $2.41K
|
20
$3.56K
|
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.25K+ 16.5% |
$112K - $150K
|
8.8K
$1.57M
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-41.3KClosed |
$3.7M - $4.98M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.9KNew |
$170K - $229K
|
1.9K
$339K
|
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
SELL
|
- |
-7KClosed |
$627K - $845K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Nepsis Inc.
|
BUY
|
- |
3.64K+ 3.14% |
$326K - $439K
|
120K
$21.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-2.19KClosed |
$196K - $264K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Wright Investors Service Inc
|
SELL
|
- |
-1.94KClosed |
$174K - $234K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-3.48KClosed |
$312K - $420K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
400New |
$35.8K - $48.2K
|
400
$71.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-4.78K- 13.26% |
$428K - $576K
|
31.2K
$5.57M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-483- 35.15% |
$43.2K - $58.2K
|
891
$159K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-1.95KClosed |
$175K - $235K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-16- 3.05% |
$1.43K - $1.93K
|
508
$90.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-300- 50.0% |
$26.9K - $36.2K
|
300
$53.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.41K- 18.01% |
$126K - $170K
|
6.42K
$1.14M
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-2.15KClosed |
$193K - $260K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
936New |
$83.8K - $113K
|
936
$167K
|
|
|
Jul 22, 2022
Q2 2022
|
Artemis Investment Management LLP
|
SELL
|
PUT |
-450KClosed |
$40.3M - $54.3M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
96New |
$8.59K - $11.6K
|
96
$17.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-257Closed |
$23K - $31K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.25KNew |
$291K - $392K
|
3.25K
$579K
|
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-1.88K- 36.37% |
$168K - $227K
|
3.29K
$586K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
24New |
$2.15K - $2.89K
|
24
$4.28K
|
|
|
Jul 20, 2022
Q2 2022
|
F
|
BUY
|
- |
1.86KNew |
$166K - $224K
|
1.86K
$331K
|
|
|
Jul 20, 2022
Q2 2022
|
Ghe, LLC
|
BUY
|
- |
300New |
$26.9K - $36.2K
|
300
$53.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-4.68KClosed |
$419K - $564K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-17.5KClosed |
$1.57M - $2.11M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
183New |
$16.4K - $22.1K
|
183
$32.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-7.58K- 25.01% |
$678K - $914K
|
22.7K
$4.05M
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2.4KClosed |
$215K - $289K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-276Closed |
$24.7K - $33.3K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
15New |
$1.34K - $1.81K
|
15
$2.67K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.42K- 78.63% |
$127K - $171K
|
386
$68.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Cohen Klingenstein LLC
|
BUY
|
- |
9.6KNew |
$859K - $1.16M
|
9.6K
$1.71M
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-40- 20.94% |
$3.58K - $4.82K
|
151
$26.9K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-137- 5.51% |
$12.3K - $16.5K
|
2.35K
$419K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
500+ 50.0% |
$44.8K - $60.3K
|
1.5K
$267K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$89.5 - $121
|
1
$178
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-5Closed |
$448 - $603
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-2.11KClosed |
$189K - $254K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-8.55KClosed |
$765K - $1.03M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-680Closed |
$60.9K - $82K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-362KClosed |
$32.4M - $43.7M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-1.49K- 22.39% |
$133K - $180K
|
5.16K
$920K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-54.7K- 83.42% |
$5.55M - $7.08M
|
10.9K
$1.94M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-30Closed |
$3.04K - $3.88K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.82KClosed |
$387K - $494K
|
0
$0
|
|