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 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20New |
$1.85K - $2.36K
|
20
$4K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-942- 19.16% |
$87.1K - $111K
|
3.98K
$795K
|
|
|
Aug 14, 2023
Q2 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
161KNew |
$14.9M - $19M
|
161K
$32.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
2.5K+ 3.23% |
$231K - $295K
|
80K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-238K- 53.78% |
$22M - $28.1M
|
205K
$40.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
20+ 0.65% |
$1.85K - $2.36K
|
3.11K
$622K
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-120K- 61.56% |
$11.1M - $14.2M
|
75.2K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-3.7K- 65.82% |
$342K - $436K
|
1.92K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.32K- 63.37% |
$307K - $391K
|
1.92K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-213- 8.74% |
$19.7K - $25.1K
|
2.22K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-224- 11.16% |
$20.7K - $26.4K
|
1.78K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-107K- 80.85% |
$9.94M - $12.7M
|
25.5K
$5.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-94.6K- 70.81% |
$8.75M - $11.2M
|
39K
$7.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 1.31% |
$277 - $354
|
226
$45.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-778- 18.29% |
$71.9K - $91.7K
|
3.48K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-5.24K- 24.16% |
$484K - $617K
|
16.4K
$3.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
101K+ 502.83% |
$9.34M - $11.9M
|
121K
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
11.6K+ 29.89% |
$1.07M - $1.37M
|
50.5K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.79KNew |
$627K - $800K
|
6.79K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.24MNew |
$392M - $500M
|
4.24M
$849M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-11.4K- 81.11% |
$1.06M - $1.35M
|
2.67K
$533K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-5.26K- 67.67% |
$486K - $620K
|
2.51K
$503K
|
|
|
Aug 11, 2023
Q2 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
PUT |
150K+ 60.0% |
$13.9M - $17.7M
|
400K
$80M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
5.55KNew |
$513K - $655K
|
5.55K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-13.7K- 9.56% |
$1.27M - $1.61M
|
129K
$25.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$13.9K - $17.7K
|
150
$30K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.41K- 67.47% |
$407K - $519K
|
2.12K
$425K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
PUT |
2New |
$185 - $236
|
2
$400
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
129New |
$11.9K - $15.2K
|
129
$25.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-551- 8.65% |
$50.9K - $65K
|
5.82K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-961- 6.62% |
$88.8K - $113K
|
13.6K
$2.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.77KNew |
$348K - $444K
|
3.77K
$753K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.12K+ 2.67% |
$196K - $250K
|
81.8K
$16.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-127- 73.84% |
$11.7K - $15K
|
45
$9K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-20.3K- 47.47% |
$1.88M - $2.4M
|
22.5K
$4.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.48K- 46.71% |
$229K - $292K
|
2.83K
$565K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
25New |
$2.31K - $2.95K
|
25
$5K
|
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
29+ 0.2% |
$2.68K - $3.42K
|
14.3K
$2.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-417- 10.61% |
$38.5K - $49.2K
|
3.52K
$703K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.63KNew |
$243K - $311K
|
2.63K
$527K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.75KNew |
$162K - $206K
|
1.75K
$350K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
56New |
$5.18K - $6.6K
|
56
$11.2K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.74KNew |
$623K - $795K
|
6.74K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
178+ 45.06% |
$16.5K - $21K
|
573
$115K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.1KNew |
$472K - $602K
|
5.1K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
602+ 7.42% |
$55.6K - $71K
|
8.72K
$1.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 31.4% |
$161K - $205K
|
3.8K
$761K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-36- 26.47% |
$3.33K - $4.24K
|
100
$20K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.9KNew |
$176K - $224K
|
1.9K
$380K
|