Latest Institutional Purchases of Discover Financial Services (DFS)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.08KNew |
$92.1K - $132K
|
1.08K
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
810+ 28.37% |
$69.1K - $98.7K
|
3.67K
$733K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
639+ 34.9% |
$54.5K - $77.9K
|
2.47K
$494K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
633+ 1.69% |
$54K - $77.1K
|
38K
$7.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
500+ 3.07% |
$42.6K - $60.9K
|
16.8K
$3.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
468New |
$39.9K - $57K
|
468
$93.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
392+ 41.66% |
$33.4K - $47.8K
|
1.33K
$267K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
375+ 12.17% |
$32K - $45.7K
|
3.46K
$691K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
321+ 1.27% |
$27.4K - $39.1K
|
25.5K
$5.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
272New |
$23.2K - $33.1K
|
272
$54.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
265+ 8.01% |
$22.6K - $32.3K
|
3.57K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
225+ 450.0% |
$19.2K - $27.4K
|
275
$55K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
194+ 27.36% |
$16.5K - $23.6K
|
903
$181K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
100New |
$8.53K - $12.2K
|
100
$20K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
92New |
$7.84K - $11.2K
|
92
$18.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
85+ 0.91% |
$7.25K - $10.4K
|
9.46K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
67New |
$5.71K - $8.16K
|
67
$13.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
53+ 92.98% |
$4.52K - $6.46K
|
110
$22K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25+ 0.48% |
$2.13K - $3.05K
|
5.21K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
20+ 0.8% |
$1.71K - $2.44K
|
2.52K
$504K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19New |
$1.62K - $2.32K
|
19
$3.8K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4+ 9.76% |
$341 - $487
|
45
$9K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$341 - $487
|
4
$800
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
4New |
$341 - $487
|
4
$800
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 100.0% |
$85.3 - $122
|
2
$400
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.88% |
$85.3 - $122
|
114
$22.8K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.24MNew |
$392M - $500M
|
4.24M
$849M
|
|
|
Aug 14, 2023
Q2 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
161KNew |
$14.9M - $19M
|
161K
$32.2M
|
|
|
Aug 11, 2023
Q2 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
PUT |
150K+ 60.0% |
$13.9M - $17.7M
|
400K
$80M
|
|
|
Aug 14, 2023
Q2 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
101K+ 502.83% |
$9.34M - $11.9M
|
121K
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
11.6K+ 29.89% |
$1.07M - $1.37M
|
50.5K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.79KNew |
$627K - $800K
|
6.79K
$1.36M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.74KNew |
$623K - $795K
|
6.74K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
5.55KNew |
$513K - $655K
|
5.55K
$1.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.1KNew |
$472K - $602K
|
5.1K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.77KNew |
$348K - $444K
|
3.77K
$753K
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.32KNew |
$307K - $391K
|
3.32K
$664K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.97KNew |
$275K - $350K
|
2.97K
$594K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.63KNew |
$243K - $311K
|
2.63K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
2.5K+ 3.23% |
$231K - $295K
|
80K
$16M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.12K+ 2.67% |
$196K - $250K
|
81.8K
$16.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.01KNew |
$186K - $237K
|
2.01K
$402K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.9KNew |
$176K - $224K
|
1.9K
$380K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.86KNew |
$171K - $219K
|
1.86K
$371K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.75KNew |
$162K - $206K
|
1.75K
$350K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.33K+ 2.93% |
$123K - $156K
|
46.6K
$9.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
602+ 7.42% |
$55.6K - $71K
|
8.72K
$1.74M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
336+ 11.59% |
$31.1K - $39.6K
|
3.24K
$647K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
178+ 45.06% |
$16.5K - $21K
|
573
$115K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$13.9K - $17.7K
|
150
$30K
|
|