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 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
62+ 0.68% |
$7.65K - $8.97K
|
9.16K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
62+ 3.21% |
$7.65K - $8.97K
|
1.99K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
60+ 0.35% |
$7.4K - $8.68K
|
17.4K
$3.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60New |
$7.4K - $8.68K
|
60
$10.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
60+ 1.75% |
$7.4K - $8.68K
|
3.49K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57+ 1.48% |
$7.03K - $8.25K
|
3.91K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
54+ 0.51% |
$6.66K - $7.81K
|
10.7K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
54+ 60.0% |
$6.66K - $7.81K
|
144
$25K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
53New |
$6.54K - $7.67K
|
53
$9.22K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
53New |
$6.54K - $7.67K
|
53
$9.22K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
53+ 0.58% |
$6.54K - $7.67K
|
9.19K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
51+ 3.12% |
$6.29K - $7.38K
|
1.69K
$293K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
46New |
$5.68K - $6.66K
|
46
$8K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
44+ 2.17% |
$5.43K - $6.37K
|
2.07K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
44+ 2.49% |
$5.43K - $6.37K
|
1.81K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
42+ 2.2% |
$5.18K - $6.08K
|
1.95K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
38+ 0.96% |
$4.69K - $5.5K
|
4K
$695K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38+ 9.72% |
$4.69K - $5.5K
|
429
$74.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
35+ 0.69% |
$4.32K - $5.07K
|
5.11K
$888K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
28+ 15.22% |
$3.46K - $4.05K
|
212
$36.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28New |
$3.46K - $4.05K
|
28
$4.87K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
27+ 5.28% |
$3.33K - $3.91K
|
538
$93.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 1.54% |
$3.21K - $3.76K
|
1.72K
$298K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
26+ 2.32% |
$3.21K - $3.76K
|
1.15K
$199K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
25+ 1.43% |
$3.09K - $3.62K
|
1.78K
$309K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
25+ 0.91% |
$3.09K - $3.62K
|
2.76K
$480K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
24New |
$2.96K - $3.47K
|
24
$4.17K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23+ 1.66% |
$2.84K - $3.33K
|
1.41K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22+ 1.01% |
$2.72K - $3.18K
|
2.2K
$383K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
22+ 0.18% |
$2.72K - $3.18K
|
12.4K
$2.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
21+ 1.32% |
$2.59K - $3.04K
|
1.61K
$280K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 1.82% |
$2.59K - $3.04K
|
1.18K
$204K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20+ 1.12% |
$2.47K - $2.89K
|
1.81K
$314K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
19+ 0.74% |
$2.34K - $2.75K
|
2.6K
$452K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
19+ 0.85% |
$2.34K - $2.75K
|
2.26K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
18+ 1.29% |
$2.22K - $2.6K
|
1.41K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18+ 0.62% |
$2.22K - $2.6K
|
2.9K
$505K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
18+ 0.03% |
$2.22K - $2.6K
|
51.9K
$9.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
17+ 0.79% |
$2.1K - $2.46K
|
2.16K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
16+ 4.06% |
$1.97K - $2.32K
|
410
$71.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16+ 0.61% |
$1.97K - $2.32K
|
2.65K
$461K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 60.0% |
$1.85K - $2.17K
|
40
$6.96K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 14.14% |
$1.73K - $2.03K
|
113
$19.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13+ 0.33% |
$1.6K - $1.88K
|
4.01K
$698K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
11+ 14.86% |
$1.36K - $1.59K
|
85
$14.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
11New |
$1.36K - $1.59K
|
11
$1.91K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.52% |
$1.36K - $1.59K
|
2.14K
$372K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
10+ 0.49% |
$1.23K - $1.45K
|
2.07K
$359K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 1.61% |
$1.23K - $1.45K
|
632
$110K
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
8+ 17.78% |
$987 - $1.16K
|
53
$9.22K
|