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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1New |
$92.2 - $119
|
1
$200
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.12KNew |
$103K - $133K
|
1.12K
$224K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-300- 11.55% |
$27.7K - $35.7K
|
2.3K
$460K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
7New |
$646 - $833
|
7
$1.4K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-24K- 14.38% |
$2.21M - $2.85M
|
143K
$28.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
200New |
$18.4K - $23.8K
|
200
$40K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-41- 41.84% |
$3.78K - $4.88K
|
57
$11.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
266New |
$24.5K - $31.7K
|
266
$53.2K
|
|
| Q4 2022 | |||||||
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3KNew |
$272K - $326K
|
3K
$600K
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-7.87KClosed |
$714K - $856K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
89New |
$8.08K - $9.68K
|
89
$17.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
477New |
$43.3K - $51.9K
|
477
$95.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
52.1KNew |
$4.73M - $5.66M
|
52.1K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
11.9KNew |
$1.08M - $1.3M
|
11.9K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-28.5K- 99.17% |
$2.59M - $3.1M
|
238
$47.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-207- 0.9% |
$18.8K - $22.5K
|
22.9K
$4.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
1.57KNew |
$143K - $171K
|
1.57K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-8.5K- 34.0% |
$772K - $925K
|
16.5K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
500KNew |
$45.4M - $54.4M
|
500K
$100M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.8K- 38.23% |
$254K - $305K
|
4.52K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
13.7KNew |
$1.24M - $1.49M
|
13.7K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
89New |
$8.08K - $9.68K
|
89
$17.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.43KNew |
$675K - $808K
|
7.43K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5.9KNew |
$536K - $642K
|
5.9K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
51.3KNew |
$4.66M - $5.58M
|
51.3K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
102+ 1.95% |
$9.26K - $11.1K
|
5.33K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
110KNew |
$9.96M - $11.9M
|
110K
$21.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
185New |
$16.8K - $20.1K
|
185
$37K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
761+ 102.42% |
$69.1K - $82.8K
|
1.5K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-2- 0.14% |
$182 - $218
|
1.4K
$279K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
907+ 18.1% |
$82.4K - $98.7K
|
5.92K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
203New |
$18.4K - $22.1K
|
203
$40.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20New |
$1.82K - $2.18K
|
20
$4K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-400- 12.5% |
$36.3K - $43.5K
|
2.8K
$560K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
136New |
$12.3K - $14.8K
|
136
$27.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-236K- 88.37% |
$21.4M - $25.6M
|
31K
$6.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
55+ 0.5% |
$4.99K - $5.98K
|
11K
$2.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-1.14K- 1.76% |
$103K - $124K
|
63.6K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.68KNew |
$425K - $509K
|
4.68K
$936K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-327- 1.19% |
$29.7K - $35.6K
|
27.1K
$5.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-16- 1.47% |
$1.45K - $1.74K
|
1.07K
$215K
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-225- 0.74% |
$20.4K - $24.5K
|
30K
$6M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-294- 9.33% |
$26.7K - $32K
|
2.86K
$572K
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.97KNew |
$814K - $976K
|
8.97K
$1.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
540New |
$49K - $58.7K
|
540
$108K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2New |
$182 - $218
|
2
$400
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-144- 87.27% |
$13.1K - $15.7K
|
21
$4.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
BUY
|
- |
13.9KNew |
$1.26M - $1.51M
|
13.9K
$2.79M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
40+ 6.9% |
$3.63K - $4.35K
|
620
$124K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.08KNew |
$189K - $226K
|
2.08K
$416K
|
|