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 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
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-87- 66.41% |
$8.04K - $10.3K
|
44
$8.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.7K- 20.36% |
$249K - $318K
|
10.5K
$2.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.33K+ 2.93% |
$123K - $156K
|
46.6K
$9.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.86KNew |
$171K - $219K
|
1.86K
$371K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.01KNew |
$186K - $237K
|
2.01K
$402K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
31+ 6.97% |
$2.87K - $3.65K
|
476
$95.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.24% |
$740 - $943
|
3.35K
$669K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
31+ 6.97% |
$2.87K - $3.65K
|
476
$95.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.97KNew |
$275K - $350K
|
2.97K
$594K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.07% |
$185 - $236
|
189
$37.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.32KNew |
$307K - $391K
|
3.32K
$664K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-25- 0.91% |
$2.31K - $2.95K
|
2.73K
$547K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-10.8K- 45.96% |
$995K - $1.27M
|
12.7K
$2.53M
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
95+ 1.4% |
$8.78K - $11.2K
|
6.9K
$1.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 17.78% |
$740 - $943
|
37
$7.4K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-118- 52.68% |
$10.9K - $13.9K
|
106
$21.2K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
13.6KNew |
$1.25M - $1.62M
|
13.6K
$2.72M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10.4KClosed |
$958K - $1.24M
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
341+ 57.5% |
$31.5K - $40.6K
|
934
$187K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-545- 0.72% |
$50.3K - $64.9K
|
74.6K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.72KNew |
$251K - $324K
|
2.72K
$545K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.55KNew |
$143K - $185K
|
1.55K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.28K+ 178.53% |
$302K - $390K
|
5.11K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.76KNew |
$255K - $329K
|
2.76K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-13.5K- 3.02% |
$1.25M - $1.61M
|
434K
$86.8M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.05KNew |
$466K - $601K
|
5.05K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
473+ 11.49% |
$43.6K - $56.3K
|
4.59K
$918K
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-12K- 18.14% |
$1.11M - $1.43M
|
54.2K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-25.9K- 72.17% |
$2.39M - $3.09M
|
10K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-1KClosed |
$92.2K - $119K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-10.6KClosed |
$978K - $1.26M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-95- 2.9% |
$8.76K - $11.3K
|
3.18K
$636K
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-5.46K- 55.25% |
$504K - $650K
|
4.42K
$885K
|
|
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-27.5K- 34.38% |
$2.54M - $3.27M
|
52.5K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
12.4KNew |
$1.14M - $1.48M
|
12.4K
$2.48M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-170- 7.16% |
$15.7K - $20.2K
|
2.21K
$441K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
18.1KNew |
$1.67M - $2.16M
|
18.1K
$3.63M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.27K- 72.3% |
$209K - $270K
|
869
$174K
|
|