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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
129New |
$11.9K - $15.2K
|
129
$25.8K
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
95+ 1.4% |
$8.78K - $11.2K
|
6.9K
$1.38M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
56New |
$5.18K - $6.6K
|
56
$11.2K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
31+ 6.97% |
$2.87K - $3.65K
|
476
$95.2K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
31+ 6.97% |
$2.87K - $3.65K
|
476
$95.2K
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
29+ 0.2% |
$2.68K - $3.42K
|
14.3K
$2.87M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
25New |
$2.31K - $2.95K
|
25
$5K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20New |
$1.85K - $2.36K
|
20
$4K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
20+ 0.65% |
$1.85K - $2.36K
|
3.11K
$622K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
PUT |
2New |
$185 - $236
|
2
$400
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.07% |
$185 - $236
|
189
$37.8K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.16MNew |
$199M - $256M
|
2.16M
$431M
|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
150K+ 81.97% |
$13.8M - $17.9M
|
333K
$66.6M
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
23.9KNew |
$2.21M - $2.85M
|
23.9K
$4.79M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
18.1KNew |
$1.67M - $2.16M
|
18.1K
$3.63M
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
13.6KNew |
$1.25M - $1.62M
|
13.6K
$2.72M
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
12.4KNew |
$1.14M - $1.48M
|
12.4K
$2.48M
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.05KNew |
$466K - $601K
|
5.05K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.28K+ 178.53% |
$302K - $390K
|
5.11K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.76KNew |
$255K - $329K
|
2.76K
$553K
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.72KNew |
$251K - $324K
|
2.72K
$545K
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.21K+ 76.99% |
$204K - $263K
|
5.08K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.55KNew |
$143K - $185K
|
1.55K
$311K
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.12KNew |
$103K - $133K
|
1.12K
$224K
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
563+ 23.21% |
$51.9K - $67K
|
2.99K
$598K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
473+ 11.49% |
$43.6K - $56.3K
|
4.59K
$918K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
341+ 57.5% |
$31.5K - $40.6K
|
934
$187K
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
266New |
$24.5K - $31.7K
|
266
$53.2K
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
200New |
$18.4K - $23.8K
|
200
$40K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
124New |
$11.4K - $14.8K
|
124
$24.8K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
109New |
$10.1K - $13K
|
109
$21.8K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
108New |
$9.96K - $12.9K
|
108
$21.6K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
72New |
$6.64K - $8.57K
|
72
$14.4K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
31New |
$2.86K - $3.69K
|
31
$6.2K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
7New |
$646 - $833
|
7
$1.4K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1New |
$92.2 - $119
|
1
$200
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
500KNew |
$45.4M - $54.4M
|
500K
$100M
|
|
Feb 13, 2023
Q4 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
110KNew |
$9.96M - $11.9M
|
110K
$21.9M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
52.1KNew |
$4.73M - $5.66M
|
52.1K
$10.4M
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
51.3KNew |
$4.66M - $5.58M
|
51.3K
$10.3M
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
BUY
|
- |
13.9KNew |
$1.26M - $1.51M
|
13.9K
$2.79M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
13.7KNew |
$1.24M - $1.49M
|
13.7K
$2.74M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
11.9KNew |
$1.08M - $1.3M
|
11.9K
$2.39M
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.97KNew |
$814K - $976K
|
8.97K
$1.79M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.43KNew |
$675K - $808K
|
7.43K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5.9KNew |
$536K - $642K
|
5.9K
$1.18M
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
4.9KNew |
$445K - $533K
|
4.9K
$980K
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.68KNew |
$425K - $509K
|
4.68K
$936K
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.67KNew |
$333K - $399K
|
3.67K
$734K
|