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 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-30- 20.41% |
$3.04K - $3.88K
|
117
$23.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-5KClosed |
$507K - $647K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.08KClosed |
$110K - $140K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-2.25KClosed |
$228K - $291K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.97KClosed |
$199K - $254K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-6.13K- 90.78% |
$621K - $793K
|
622
$124K
|
|
| Q4 2021 | |||||||
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.87KClosed |
$411K - $515K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-215Closed |
$22.8K - $28.6K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.33K+ 221.0% |
$141K - $176K
|
1.93K
$385K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.75KClosed |
$186K - $233K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-4.9KClosed |
$520K - $651K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-32.6KClosed |
$3.46M - $4.33M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.8KClosed |
$191K - $239K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
69+ 30.8% |
$7.32K - $9.18K
|
293
$58.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-649Closed |
$68.9K - $86.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-653Closed |
$69.3K - $86.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
235New |
$24.9K - $31.3K
|
235
$47K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-545Closed |
$57.8K - $72.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quilter PLC
|
SELL
|
- |
-7.58KClosed |
$805K - $1.01M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-164Closed |
$17.4K - $21.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-9.65KClosed |
$1.02M - $1.28M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-84.9KClosed |
$9.01M - $11.3M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-3.8KClosed |
$403K - $505K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-272Closed |
$28.9K - $36.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$212 - $266
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
6New |
$637 - $798
|
6
$1.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-942Closed |
$100K - $125K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.57MClosed |
$166M - $209M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.67KNew |
$178K - $222K
|
1.67K
$335K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-7.13KClosed |
$757K - $949K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$318 - $399
|
3
$600
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
585New |
$62.1K - $77.8K
|
585
$117K
|
|
|
Feb 08, 2022
Q4 2021
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-2.63KClosed |
$279K - $350K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-28.8KClosed |
$3.06M - $3.83M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-20KClosed |
$2.12M - $2.66M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-18Closed |
$1.91K - $2.39K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-2.02KClosed |
$215K - $269K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Times Square Capital Management, LLC
|
SELL
|
- |
-344KClosed |
$36.5M - $45.7M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-75.3KClosed |
$8M - $10M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
39+ 1.39% |
$4.14K - $5.19K
|
2.84K
$569K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-344Closed |
$36.5K - $45.7K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-247Closed |
$26.2K - $32.8K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.77KClosed |
$719K - $901K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.83KClosed |
$300K - $376K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
40New |
$4.25K - $5.32K
|
40
$8K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-2.12KClosed |
$225K - $282K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.53KClosed |
$269K - $336K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.7KClosed |
$180K - $226K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
SELL
|
- |
-8.17KClosed |
$941K - $1.11M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.01KClosed |
$347K - $407K
|
0
$0
|
|