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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-7.9KClosed |
$911K - $1.07M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-723KClosed |
$83.3M - $97.9M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-12.4KClosed |
$1.42M - $1.67M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-1.97KClosed |
$227K - $267K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-113KClosed |
$13M - $15.3M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
100New |
$11.5K - $13.5K
|
100
$20K
|
|
|
Nov 12, 2021
Q3 2021
|
Salzhauer Michael
|
SELL
|
CALL |
-1.8KClosed |
$207K - $244K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Salzhauer Michael
|
SELL
|
- |
-793Closed |
$91.4K - $107K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-30.4KClosed |
$3.5M - $4.12M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-250Closed |
$28.8K - $33.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Parnassus Investments, LLC
|
SELL
|
- |
-243K- 23.25% |
$28M - $32.8M
|
801K
$160M
|
|
|
Nov 12, 2021
Q3 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-250Closed |
$28.8K - $33.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-299Closed |
$34.5K - $40.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
100New |
$11.5K - $13.5K
|
100
$20K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-8.29KClosed |
$956K - $1.12M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
2.55KNew |
$294K - $345K
|
2.55K
$510K
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-10KClosed |
$1.15M - $1.35M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-115Closed |
$13.3K - $15.6K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.64KClosed |
$304K - $357K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.8KClosed |
$207K - $243K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-26.2KClosed |
$3.02M - $3.54M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-20Closed |
$2.31K - $2.71K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
SELL
|
- |
-7.94KClosed |
$915K - $1.07M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.6KClosed |
$299K - $351K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.57KClosed |
$526K - $618K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-86Closed |
$9.91K - $11.6K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
128New |
$14.8K - $17.3K
|
128
$25.6K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.65KNew |
$191K - $224K
|
1.65K
$331K
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.71KClosed |
$197K - $231K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.75KNew |
$202K - $237K
|
1.75K
$350K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-31Closed |
$3.57K - $4.2K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-12.2KClosed |
$1.4M - $1.65M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-27- 19.85% |
$3.11K - $3.66K
|
109
$21.8K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-400Closed |
$46.1K - $54.2K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
152New |
$17.5K - $20.6K
|
152
$30.4K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-401Closed |
$46.2K - $54.3K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-54Closed |
$6.22K - $7.31K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
54New |
$6.22K - $7.31K
|
54
$10.8K
|
|