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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
76+ 4.62% |
$11.6K - $15.4K
|
1.72K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
75+ 3.06% |
$11.5K - $15.2K
|
2.52K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
75+ 2.4% |
$11.5K - $15.2K
|
3.21K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
74+ 82.22% |
$11.3K - $15K
|
164
$32.8K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
74+ 0.87% |
$11.3K - $15K
|
8.62K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
71+ 5.88% |
$10.9K - $14.4K
|
1.28K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
71+ 0.78% |
$10.9K - $14.4K
|
9.18K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
70+ 5.54% |
$10.7K - $14.2K
|
1.33K
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
70+ 333.33% |
$10.7K - $14.2K
|
91
$18.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
69+ 2.46% |
$10.6K - $14K
|
2.87K
$574K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
67+ 3.9% |
$10.3K - $13.6K
|
1.79K
$357K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
67+ 3.4% |
$10.3K - $13.6K
|
2.04K
$407K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
66+ 4.55% |
$10.1K - $13.4K
|
1.52K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
64+ 1.8% |
$9.79K - $13K
|
3.63K
$726K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
63+ 2.3% |
$9.64K - $12.8K
|
2.8K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
62+ 1.86% |
$9.49K - $12.6K
|
3.4K
$680K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
62+ 0.67% |
$9.49K - $12.6K
|
9.31K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.34% |
$9.18K - $12.2K
|
17.7K
$3.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
59+ 8.64% |
$9.03K - $12K
|
742
$148K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 13.19% |
$8.72K - $11.6K
|
489
$97.8K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
56+ 0.12% |
$8.57K - $11.4K
|
48.7K
$9.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
56+ 1.92% |
$8.57K - $11.4K
|
2.97K
$594K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
54New |
$8.26K - $11K
|
54
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
52+ 2600.0% |
$7.96K - $10.6K
|
54
$10.8K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
52+ 2.61% |
$7.96K - $10.6K
|
2.05K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
52+ 4.02% |
$7.96K - $10.6K
|
1.34K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
51+ 2.66% |
$7.8K - $10.4K
|
1.97K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
50+ 0.98% |
$7.65K - $10.2K
|
5.18K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
50New |
$7.65K - $10.2K
|
50
$10K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50New |
$7.65K - $10.2K
|
50
$10K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
47+ 4.02% |
$7.19K - $9.55K
|
1.22K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
43+ 0.35% |
$6.58K - $8.74K
|
12.5K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
43+ 10.62% |
$6.58K - $8.74K
|
448
$89.6K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
39+ 7.75% |
$5.97K - $7.93K
|
542
$108K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39+ 18.4% |
$5.97K - $7.93K
|
251
$50.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
39+ 1.78% |
$5.97K - $7.93K
|
2.23K
$446K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
38New |
$5.81K - $7.72K
|
38
$7.6K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
35New |
$5.35K - $7.11K
|
35
$7K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
33+ 0.29% |
$5.05K - $6.71K
|
11.4K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
30+ 3.65% |
$4.59K - $6.1K
|
851
$170K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28+ 103.7% |
$4.28K - $5.69K
|
55
$11K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
26New |
$3.98K - $5.28K
|
26
$5.2K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
26+ 15.66% |
$3.98K - $5.28K
|
192
$38.4K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
26+ 0.75% |
$3.98K - $5.28K
|
3.51K
$703K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
26New |
$3.98K - $5.28K
|
26
$5.2K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
25New |
$3.82K - $5.08K
|
25
$5K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 20.54% |
$3.52K - $4.67K
|
135
$27K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 3.24% |
$3.52K - $4.67K
|
732
$146K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
22+ 0.07% |
$3.37K - $4.47K
|
29.9K
$5.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
22+ 12.79% |
$3.37K - $4.47K
|
194
$38.8K
|