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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
6New |
$637 - $798
|
6
$1.04K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$318 - $399
|
3
$518
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.32K+ 16.45% |
$383K - $450K
|
23.5K
$4.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
2.55KNew |
$294K - $345K
|
2.55K
$440K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.75KNew |
$202K - $237K
|
1.75K
$303K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.65KNew |
$191K - $224K
|
1.65K
$286K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
152New |
$17.5K - $20.6K
|
152
$26.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
128New |
$14.8K - $17.3K
|
128
$22.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
100New |
$11.5K - $13.5K
|
100
$17.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
100New |
$11.5K - $13.5K
|
100
$17.3K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
54New |
$6.22K - $7.31K
|
54
$9.33K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
10.3KNew |
$995K - $1.28M
|
10.3K
$1.78M
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$751K - $963K
|
7.76K
$1.34M
|
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
7.69KNew |
$744K - $954K
|
7.69K
$1.33M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.91KNew |
$669K - $858K
|
6.91K
$1.19M
|
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
BUY
|
CALL |
1.7KNew |
$165K - $211K
|
1.7K
$294K
|
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
BUY
|
- |
250+ 1.39% |
$24.2K - $31K
|
18.3K
$3.16M
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
201New |
$19.5K - $25K
|
201
$34.7K
|
|
|
Jul 19, 2021
Q2 2021
|
Fruth Investment Management
|
BUY
|
- |
200+ 5.26% |
$19.4K - $24.8K
|
4K
$691K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38+ 14.5% |
$3.68K - $4.72K
|
300
$51.8K
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
29New |
$2.81K - $3.6K
|
29
$5.01K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
11New |
$1.06K - $1.37K
|
11
$1.9K
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
55KNew |
$4.52M - $5.62M
|
55K
$9.5M
|
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
18.4KNew |
$1.51M - $1.89M
|
18.4K
$3.19M
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
3.22KNew |
$264K - $329K
|
3.22K
$556K
|
|
|
May 03, 2021
Q1 2021
|
Meyer Handelman CO
|
BUY
|
- |
2.76KNew |
$227K - $282K
|
2.76K
$477K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
539New |
$44.3K - $55.1K
|
539
$93.1K
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
180New |
$14.8K - $18.4K
|
180
$31.1K
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
100New |
$8.22K - $10.2K
|
100
$17.3K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
4.55KNew |
$268K - $412K
|
4.55K
$786K
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3.12KNew |
$184K - $283K
|
3.12K
$540K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
2.45K+ 45.62% |
$144K - $222K
|
7.82K
$1.35M
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
219New |
$12.9K - $19.8K
|
219
$37.8K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
91New |
$5.36K - $8.24K
|
91
$15.7K
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
5KNew |
$232K - $298K
|
5K
$864K
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
39New |
$1.81K - $2.32K
|
39
$6.74K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
943K+ 47.3% |
$26.9M - $57.8M
|
2.94M
$507M
|
|
|
Aug 13, 2020
Q2 2020
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
279K+ 734.55% |
$7.97M - $17.1M
|
317K
$54.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
CALL |
200KNew |
$5.71M - $12.3M
|
200K
$34.6M
|
|
|
Aug 03, 2020
Q2 2020
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
4KNew |
$114K - $245K
|
4K
$691K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
126New |
$3.59K - $7.72K
|
126
$21.8K
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
88New |
$2.51K - $5.39K
|
88
$15.2K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
902New |
$22.8K - $77.4K
|
902
$156K
|
|
|
May 13, 2020
Q1 2020
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
632New |
$16K - $54.3K
|
632
$109K
|
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
42New |
$1.06K - $3.61K
|
42
$7.26K
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
700New |
$52.6K - $60.7K
|
700
$121K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
25New |
$1.88K - $2.17K
|
25
$4.32K
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Sws Partners
|
BUY
|
- |
17.2KNew |
$1.32M - $1.6M
|
17.2K
$2.97M
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
262New |
$20.1K - $24.3K
|
262
$45.3K
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
202+ 122.42% |
$15.5K - $18.8K
|
367
$63.4K
|
|