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 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 2.08% |
$9.09K - $11K
|
4.9K
$879K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
97New |
$8.82K - $10.7K
|
97
$17.4K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
56New |
$5.09K - $6.19K
|
56
$10K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
38New |
$3.45K - $4.2K
|
38
$6.81K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
30New |
$2.73K - $3.31K
|
30
$5.38K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21New |
$1.91K - $2.32K
|
21
$3.77K
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
14+ 5.36% |
$1.27K - $1.55K
|
275
$49.3K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
53KNew |
$4.75M - $6.39M
|
53K
$9.5M
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
28.8KNew |
$2.58M - $3.47M
|
28.8K
$5.16M
|
|
Jul 15, 2022
Q2 2022
|
Cohen Klingenstein LLC
|
BUY
|
- |
9.6KNew |
$859K - $1.16M
|
9.6K
$1.72M
|
|
Aug 02, 2022
Q2 2022
|
Nepsis Inc.
|
BUY
|
- |
3.64K+ 3.14% |
$326K - $439K
|
120K
$21.4M
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.25KNew |
$291K - $392K
|
3.25K
$583K
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
2.9KNew |
$260K - $350K
|
2.9K
$520K
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.84KNew |
$255K - $343K
|
2.84K
$510K
|
|
Aug 15, 2022
Q2 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$244K - $329K
|
2.73K
$489K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.46KNew |
$220K - $296K
|
2.46K
$441K
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.09KNew |
$187K - $251K
|
2.09K
$374K
|
|
Aug 02, 2022
Q2 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.9KNew |
$170K - $229K
|
1.9K
$341K
|
|
Jul 20, 2022
Q2 2022
|
F
|
BUY
|
- |
1.86KNew |
$166K - $224K
|
1.86K
$333K
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.25K+ 16.5% |
$112K - $150K
|
8.8K
$1.58M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
936New |
$83.8K - $113K
|
936
$168K
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
717+ 36.66% |
$64.2K - $86.5K
|
2.67K
$479K
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
500+ 50.0% |
$44.8K - $60.3K
|
1.5K
$269K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
400New |
$35.8K - $48.2K
|
400
$71.7K
|
|
Jul 20, 2022
Q2 2022
|
Ghe, LLC
|
BUY
|
- |
300New |
$26.9K - $36.2K
|
300
$53.8K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
200+ 200.0% |
$17.9K - $24.1K
|
300
$53.8K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
183New |
$16.4K - $22.1K
|
183
$32.8K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
168+ 525.0% |
$15K - $20.3K
|
200
$35.9K
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
96New |
$8.59K - $11.6K
|
96
$17.2K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
95New |
$8.51K - $11.5K
|
95
$17K
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
24New |
$2.15K - $2.89K
|
24
$4.3K
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
20New |
$1.79K - $2.41K
|
20
$3.59K
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
15New |
$1.34K - $1.81K
|
15
$2.69K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
13New |
$1.16K - $1.57K
|
13
$2.33K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$89.5 - $121
|
1
$179
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$89.5 - $121
|
1
$179
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
18.6KNew |
$1.89M - $2.41M
|
18.6K
$3.34M
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
103+ 110.75% |
$10.4K - $13.3K
|
196
$35.1K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
33+ 22.0% |
$3.34K - $4.27K
|
183
$32.8K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
30New |
$3.04K - $3.88K
|
30
$5.38K
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
14New |
$1.42K - $1.81K
|
14
$2.51K
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
4New |
$405 - $518
|
4
$717
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.67KNew |
$178K - $222K
|
1.67K
$300K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.33K+ 221.0% |
$141K - $176K
|
1.93K
$345K
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
585New |
$62.1K - $77.8K
|
585
$105K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
235New |
$24.9K - $31.3K
|
235
$42.1K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
69+ 30.8% |
$7.32K - $9.18K
|
293
$52.5K
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
40New |
$4.25K - $5.32K
|
40
$7.17K
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
39+ 1.39% |
$4.14K - $5.19K
|
2.84K
$510K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
6New |
$637 - $798
|
6
$1.08K
|