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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-104Closed |
$12K - $14.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-689Closed |
$66.7K - $85.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-89Closed |
$8.62K - $11.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-110KClosed |
$10.6M - $13.7M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-100Closed |
$9.68K - $12.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.15KClosed |
$789K - $1.01M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.2KClosed |
$213K - $273K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-62Closed |
$6K - $7.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
10.3KNew |
$995K - $1.28M
|
10.3K
$2.06M
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-10.7KClosed |
$1.04M - $1.33M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-353Closed |
$34.2K - $43.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-25.5K- 77.51% |
$2.47M - $3.17M
|
7.4K
$1.48M
|
|
|
Aug 13, 2021
Q2 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-427Closed |
$41.3K - $53K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-121KClosed |
$11.7M - $15M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-264Closed |
$25.6K - $32.8K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-25.5KClosed |
$2.47M - $3.17M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-100Closed |
$9.68K - $12.4K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-181Closed |
$17.5K - $22.5K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
7.69KNew |
$744K - $954K
|
7.69K
$1.54M
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-2.25KClosed |
$218K - $279K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-103Closed |
$9.97K - $12.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-34Closed |
$3.29K - $4.22K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-501Closed |
$48.5K - $62.2K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Artemis Investment Management LLP
|
SELL
|
- |
-216KClosed |
$20.9M - $26.8M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
29New |
$2.81K - $3.6K
|
29
$5.8K
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-60- 76.92% |
$5.81K - $7.45K
|
18
$3.6K
|
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
BUY
|
CALL |
1.7KNew |
$165K - $211K
|
1.7K
$340K
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1KClosed |
$96.8K - $124K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
BUY
|
- |
250+ 1.39% |
$24.2K - $31K
|
18.3K
$3.66M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.91KNew |
$669K - $858K
|
6.91K
$1.38M
|
|
|
Jul 21, 2021
Q2 2021
|
Nat West Group PLC
|
SELL
|
- |
-54.4KClosed |
$5.27M - $6.76M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$751K - $963K
|
7.76K
$1.55M
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-30Closed |
$2.9K - $3.73K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38+ 14.5% |
$3.68K - $4.72K
|
300
$60K
|
|
|
Jul 19, 2021
Q2 2021
|
Fruth Investment Management
|
BUY
|
- |
200+ 5.26% |
$19.4K - $24.8K
|
4K
$800K
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
201New |
$19.5K - $25K
|
201
$40.2K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
11New |
$1.06K - $1.37K
|
11
$2.2K
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-39- 2.33% |
$3.21K - $3.99K
|
1.63K
$326K
|
|
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
55KNew |
$4.52M - $5.62M
|
55K
$11M
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
100New |
$8.22K - $10.2K
|
100
$20K
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-7Closed |
$575 - $716
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-10.3KClosed |
$846K - $1.05M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-10.9KClosed |
$893K - $1.11M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
- |
-792KClosed |
$65.1M - $81M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-376Closed |
$30.9K - $38.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-906Closed |
$74.5K - $92.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-37.1KClosed |
$3.05M - $3.8M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Point State Capital LP
New York, NY |
SELL
|
- |
-369KClosed |
$30.3M - $37.8M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Goldentree Asset Management LP
New York, NY |
SELL
|
- |
-169KClosed |
$13.9M - $17.3M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Srb Corp
Boston, MA |
SELL
|
- |
-10KClosed |
$825K - $1.03M
|
0
$0
|
|