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 13, 2019
Q4 2018
|
Wafra Inc.
New York, NY |
SELL
|
- |
-198KClosed |
$10.9M - $15.5M
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Patten Group, Inc.
|
SELL
|
- |
-150Closed |
$8.26K - $11.7K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-101Closed |
$5.56K - $7.88K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-80Closed |
$4.41K - $6.24K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Bank Hapoalim Bm
|
SELL
|
- |
-21.2KClosed |
$1.17M - $1.65M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.77KClosed |
$97.4K - $138K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.64KClosed |
$201K - $284K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.27KClosed |
$180K - $255K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.75KClosed |
$151K - $214K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-340Closed |
$18.7K - $26.5K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1KClosed |
$55.1K - $78K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Bank Of The West
|
SELL
|
- |
-2.7KClosed |
$149K - $210K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
SELL
|
- |
-38Closed |
$2.09K - $2.96K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Divergent Wealth Advisors
|
SELL
|
- |
-126Closed |
$6.94K - $9.83K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-8.27KClosed |
$456K - $645K
|
0
$0
|
|
Jan 31, 2019
Q4 2018
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-88Closed |
$4.85K - $6.86K
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
Financial Consulate, Inc
|
SELL
|
- |
-3.14KClosed |
$173K - $245K
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
Legacy Bridge, LLC
|
BUY
|
- |
150New |
$8.26K - $11.7K
|
150
$30K
|
|
Jan 24, 2019
Q4 2018
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.83KClosed |
$156K - $221K
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.39KClosed |
$242K - $342K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-19Closed |
$1.05K - $1.48K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-68Closed |
$3.75K - $5.3K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-684Closed |
$37.7K - $53.4K
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9Closed |
$496 - $702
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-457Closed |
$31.9K - $36.6K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
86.9KNew |
$6.07M - $6.95M
|
86.9K
$17.4M
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-806Closed |
$56.3K - $64.5K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-136Closed |
$9.51K - $10.9K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-140KClosed |
$9.8M - $11.2M
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Gfs Advisors, LLC
|
SELL
|
- |
-6.3KClosed |
$440K - $504K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-23.8KClosed |
$1.66M - $1.91M
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-22.1KClosed |
$1.54M - $1.77M
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-63Closed |
$4.4K - $5.04K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-225KClosed |
$15.7M - $18M
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.05KClosed |
$213K - $244K
|
0
$0
|
|
Nov 09, 2018
Q3 2018
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-4.47KClosed |
$312K - $358K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.78KClosed |
$334K - $382K
|
0
$0
|
|
Oct 19, 2018
Q3 2018
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-17Closed |
$1.19K - $1.36K
|
0
$0
|
|
Oct 10, 2018
Q3 2018
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.98KClosed |
$208K - $238K
|
0
$0
|
|
Q2 2018 | |||||||
Dec 07, 2018
Q2 2018
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-329Closed |
$22.9K - $25.7K
|
0
$0
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-150Closed |
$10.4K - $11.7K
|
0
$0
|
|
Aug 15, 2018
Q2 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-156Closed |
$10.9K - $12.2K
|
0
$0
|
|
Aug 15, 2018
Q2 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-33Closed |
$2.3K - $2.58K
|
0
$0
|
|
Aug 15, 2018
Q2 2018
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-13.7KClosed |
$952K - $1.07M
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.88KClosed |
$270K - $303K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-698Closed |
$48.6K - $54.6K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-100Closed |
$6.96K - $7.82K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-15KClosed |
$1.05M - $1.18M
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-74Closed |
$5.15K - $5.79K
|
0
$0
|
|
Aug 09, 2018
Q2 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-210KClosed |
$14.6M - $16.4M
|
0
$0
|