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, 2020
Q1 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-29.5KClosed |
$745K - $2.53M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-87Closed |
$2.2K - $7.47K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Bremer Bank National Association
|
SELL
|
- |
-3.58KClosed |
$90.5K - $308K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
902New |
$22.8K - $77.4K
|
902
$180K
|
|
Apr 09, 2020
Q1 2020
|
Sanders Morris Harris LLC
|
SELL
|
- |
-6.75KClosed |
$170K - $579K
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-7.96KClosed |
$201K - $683K
|
0
$0
|
|
Apr 01, 2020
Q1 2020
|
Cullinan Associates Inc
|
SELL
|
- |
-11KClosed |
$278K - $947K
|
0
$0
|
|
Q4 2019 | |||||||
Dec 19, 2024
Q4 2019
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-96Closed |
$7.22K - $8.32K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Advisory Alpha, LLC
|
SELL
|
- |
-19Closed |
$1.43K - $1.65K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-24Closed |
$1.8K - $2.08K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-56KClosed |
$4.21M - $4.85M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
CALL |
-106KClosed |
$7.97M - $9.19M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-9.67KClosed |
$727K - $838K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Cowen And Company, LLC
|
SELL
|
CALL |
-14.3KClosed |
$1.07M - $1.24M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Arrow Financial Corp
|
SELL
|
- |
-466Closed |
$35K - $40.4K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-100Closed |
$7.52K - $8.67K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
25New |
$1.88K - $2.17K
|
25
$5K
|
|
Feb 07, 2020
Q4 2019
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-73- 35.78% |
$5.49K - $6.33K
|
131
$26.2K
|
|
Feb 04, 2020
Q4 2019
|
Clear Investment Research, LLC
|
SELL
|
- |
-12Closed |
$902 - $1.04K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-68Closed |
$5.11K - $5.9K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-107Closed |
$8.04K - $9.28K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Toth Financial Advisory Corp
|
SELL
|
- |
-7.2KClosed |
$541K - $624K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-147- 22.72% |
$11K - $12.7K
|
500
$100K
|
|
Jan 17, 2020
Q4 2019
|
American Research & Management Co.
|
SELL
|
- |
-78Closed |
$5.86K - $6.76K
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.04KClosed |
$78.2K - $90.2K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 15, 2019
Q3 2019
|
Sws Partners
|
BUY
|
- |
17.2KNew |
$1.32M - $1.6M
|
17.2K
$3.44M
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-113Closed |
$8.67K - $10.5K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-8Closed |
$614 - $743
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-4.7KClosed |
$361K - $437K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-22KClosed |
$1.69M - $2.04M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-38KClosed |
$2.92M - $3.53M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-53Closed |
$4.07K - $4.92K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Southernsun Asset Management, LLC
Memphis, TN |
SELL
|
- |
-40.9KClosed |
$3.14M - $3.8M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.91KClosed |
$223K - $270K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Odey Asset Management Group LTD
London, X0 |
SELL
|
- |
-29KClosed |
$2.23M - $2.69M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.78KClosed |
$367K - $444K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14KClosed |
$1.07M - $1.3M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
262New |
$20.1K - $24.3K
|
262
$52.4K
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-442Closed |
$33.9K - $41.1K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-19Closed |
$1.46K - $1.77K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Bourgeon Capital Management LLC
|
BUY
|
- |
150New |
$11.5K - $13.9K
|
150
$30K
|
|
Nov 01, 2019
Q3 2019
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.66KClosed |
$435K - $526K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-598Closed |
$45.9K - $55.6K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
202+ 122.42% |
$15.5K - $18.8K
|
367
$73.4K
|
|
Oct 30, 2019
Q3 2019
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-3.3KClosed |
$253K - $307K
|
0
$0
|
|
Oct 24, 2019
Q3 2019
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-100- 10.0% |
$7.68K - $9.29K
|
900
$180K
|
|
Oct 18, 2019
Q3 2019
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-7K- 22.33% |
$537K - $650K
|
24.4K
$4.87M
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-88Closed |
$6.75K - $8.18K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 15, 2019
Q2 2019
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-3.06KClosed |
$225K - $252K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-24KClosed |
$1.77M - $1.98M
|
0
$0
|