Latest Institutional Purchases of Discover Financial Services (DFS)

DFS Quotes by TradingView

This list provides information on the latest institutional transactions involving Discover Financial Services (DFS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
400
New
$54.5K - $73.1K
400 $80K
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
390
New
$53.2K - $71.2K
390 $78K
Feb 06, 2025 Q4 2024
J.Safra Asset Management Corp

BUY
 -
348
New
$47.4K - $63.6K
348 $69.6K
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
304
New
$41.4K - $55.5K
304 $60.8K
Jan 13, 2025 Q4 2024
Friedenthal Financial

BUY
 -
293
New
$39.9K - $53.5K
293 $58.6K
Jan 28, 2025 Q4 2024
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
280
New
$38.2K - $51.1K
280 $56K
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
270
New
$36.8K - $49.3K
270 $54K
Feb 14, 2025 Q4 2024
Measured Risk Portfolios, Inc.

San Diego, CA
BUY
 -
253
New
$34.5K - $46.2K
253 $50.6K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
237
New
$32.3K - $43.3K
237 $47.4K
Feb 14, 2025 Q4 2024
Trinity Point Wealth, LLC

BUY
 -
215
+ 6.25%
$29.3K - $39.3K
3.66K $731K
Feb 14, 2025 Q4 2024
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
196
+ 4.29%
$26.7K - $35.8K
4.77K $954K
Mar 07, 2025 Q4 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
194
New
$26.4K - $35.4K
194 $38.8K
Feb 14, 2025 Q4 2024
Esl Trust Services, LLC

BUY
 -
180
New
$24.5K - $32.9K
180 $36K
Feb 10, 2025 Q4 2024
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
159
+ 8.29%
$21.7K - $29K
2.08K $415K
Feb 19, 2025 Q4 2024
Invst, LLC

Indianapolis, IN
BUY
 -
153
+ 2.11%
$20.9K - $27.9K
7.41K $1.48M
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
137
+ 6.84%
$18.7K - $25K
2.14K $428K
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
120
New
$16.4K - $21.9K
120 $24K
Apr 01, 2025 Q4 2024
High Note Wealth, LLC

Deephaven, MN
BUY
 -
88
New
$12K - $16.1K
88 $17.6K
Jan 17, 2025 Q4 2024
Albion Financial Group

BUY
 -
82
New
$11.2K - $15K
82 $16.4K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
69
New
$9.4K - $12.6K
69 $13.8K
Feb 14, 2025 Q4 2024
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
51
New
$6.95K - $9.32K
51 $10.2K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
49
New
$6.68K - $8.95K
49 $9.8K
Jan 07, 2025 Q4 2024
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
46
New
$6.27K - $8.4K
46 $9.2K
Feb 11, 2025 Q4 2024
Zions Bancorporation, N.A.

BUY
 -
32
+ 15.09%
$4.36K - $5.85K
244 $48.8K
Feb 14, 2025 Q4 2024
10 Elms LLP

Tulsa, OK
BUY
 -
31
New
$4.23K - $5.66K
31 $6.2K
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
22
New
$3K - $4.02K
22 $4.4K
Feb 25, 2025 Q4 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
21
+ 0.51%
$2.86K - $3.84K
4.15K $830K
Jan 23, 2025 Q4 2024
Waldron Private Wealth LLC

BUY
 -
21
+ 0.93%
$2.86K - $3.84K
2.28K $457K
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
17
+ 7.8%
$2.32K - $3.11K
235 $47K
Feb 12, 2025 Q4 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
16
New
$2.18K - $2.92K
16 $3.2K
Feb 07, 2025 Q4 2024
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
15
+ 0.23%
$2.04K - $2.74K
6.67K $1.33M
Jan 16, 2025 Q4 2024
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
15
New
$2.04K - $2.74K
15 $3K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
11
New
$1.5K - $2.01K
11 $2.2K
Jan 23, 2025 Q4 2024
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
10
New
$1.36K - $1.83K
10 $2K
Jan 23, 2025 Q4 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
10
New
$1.36K - $1.83K
10 $2K
Feb 05, 2025 Q4 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
8
New
$1.09K - $1.46K
8 $1.6K
Jan 24, 2025 Q4 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
7
+ 0.5%
$954 - $1.28K
1.41K $281K
Feb 13, 2025 Q4 2024
Redwood Park Advisors LLC

Redwood City, CA
BUY
 -
6
New
$818 - $1.1K
6 $1.2K
Feb 07, 2025 Q4 2024
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
6
New
$818 - $1.1K
6 $1.2K
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
5
New
$682 - $913
5 $1K
Feb 04, 2025 Q4 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
5
+ 8.93%
$682 - $913
61 $12.2K
Jan 31, 2025 Q4 2024
Philip James Wealth Mangement, LLC

Milton, GA
BUY
 -
5
+ 0.3%
$682 - $913
1.66K $332K
Feb 06, 2025 Q4 2024
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
4
+ 0.28%
$545 - $731
1.44K $287K
Feb 03, 2025 Q4 2024
Vista Private Wealth Partners. LLC

BUY
 -
3
New
$409 - $548
3 $600
Jan 13, 2025 Q4 2024
Cypress Financial Planning LLC

BUY
 -
3
+ 0.01%
$409 - $548
22.2K $4.45M
Feb 26, 2025 Q4 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2
+ 0.6%
$273 - $365
338 $67.6K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
2
New
$273 - $365
2 $400
Feb 12, 2025 Q4 2024
Spears Abacus Advisors LLC

BUY
 -
2
+ 0.12%
$273 - $365
1.74K $348K
Feb 05, 2025 Q4 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
2
New
$273 - $365
2 $400

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