Latest Institutional Sells of Discover Financial Services (DFS)
This list provides information on the latest institutional transactions involving Discover Financial Services (DFS) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-76- 1.18% |
$10.4K - $13.9K
|
6.35K
$1.27M
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-75- 4.9% |
$10.2K - $13.7K
|
1.46K
$291K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-69- 12.83% |
$9.4K - $12.6K
|
469
$93.8K
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-67- 2.92% |
$9.13K - $12.2K
|
2.23K
$446K
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-45- 10.74% |
$6.13K - $8.22K
|
374
$74.8K
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-40- 1.57% |
$5.45K - $7.31K
|
2.5K
$500K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-30- 2.89% |
$4.09K - $5.48K
|
1.01K
$202K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.84% |
$2.73K - $3.65K
|
2.36K
$473K
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-16- 0.92% |
$2.18K - $2.92K
|
1.72K
$345K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 0.98% |
$545 - $731
|
406
$81.2K
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- 0.07% |
$136 - $183
|
1.46K
$291K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-500K- 25.0% |
$61.7M - $72.4M
|
1.5M
$300M
|
|
Nov 08, 2024
Q3 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-251K- 19.54% |
$30.9M - $36.3M
|
1.03M
$206M
|
|
Nov 13, 2024
Q3 2024
|
Gladstone Capital Management LLP
London, X0 |
SELL
|
- |
-236K- 99.98% |
$29.1M - $34.1M
|
49
$9.8K
|
|
Nov 14, 2024
Q3 2024
|
Hst Ventures, LLC
|
SELL
|
- |
-118K- 76.59% |
$14.6M - $17.1M
|
36.1K
$7.23M
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-46.9K- 91.7% |
$5.79M - $6.78M
|
4.25K
$849K
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-10.7K- 76.1% |
$1.32M - $1.54M
|
3.35K
$670K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-10.3K- 14.59% |
$1.27M - $1.49M
|
60.2K
$12M
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-5.82K- 97.18% |
$718K - $843K
|
169
$33.8K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-5.8K- 60.42% |
$716K - $839K
|
3.8K
$760K
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-5.1K- 33.77% |
$629K - $738K
|
10K
$2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.45K- 6.79% |
$549K - $643K
|
61K
$12.2M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
CALL |
-4.1K- 33.61% |
$506K - $593K
|
8.1K
$1.62M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.23K- 31.29% |
$275K - $322K
|
4.89K
$978K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.89K- 49.97% |
$233K - $274K
|
1.89K
$378K
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.57K- 99.68% |
$194K - $227K
|
5
$1K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.37K- 43.26% |
$169K - $198K
|
1.79K
$359K
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-502- 98.62% |
$62K - $72.6K
|
7
$1.4K
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
SELL
|
- |
-492- 83.11% |
$60.7K - $71.2K
|
100
$20K
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-272- 6.24% |
$33.6K - $39.4K
|
4.08K
$817K
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-114- 2.77% |
$14.1K - $16.5K
|
4.01K
$801K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 43.86% |
$12.3K - $14.5K
|
128
$25.6K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-63- 78.75% |
$7.77K - $9.12K
|
17
$3.4K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-62- 9.89% |
$7.65K - $8.97K
|
565
$113K
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-55- 2.78% |
$6.79K - $7.96K
|
1.92K
$384K
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-55- 12.09% |
$6.79K - $7.96K
|
400
$80K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-31- 28.97% |
$3.83K - $4.49K
|
76
$15.2K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6- 46.15% |
$740 - $868
|
7
$1.4K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1- 0.06% |
$123 - $145
|
1.74K
$347K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-92.9K- 96.57% |
$11.1M - $12.2M
|
3.3K
$660K
|
|
Aug 09, 2024
Q2 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
SELL
|
- |
-80.8K- 79.37% |
$9.66M - $10.6M
|
21K
$4.2M
|
|
Aug 14, 2024
Q2 2024
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-34.6K- 3.81% |
$4.13M - $4.52M
|
871K
$174M
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-28.1K- 53.13% |
$3.36M - $3.68M
|
24.8K
$4.96M
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-6.67K- 89.42% |
$798K - $873K
|
789
$158K
|
|
Aug 14, 2024
Q2 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-2.66K- 11.34% |
$317K - $347K
|
20.8K
$4.15M
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.96K- 59.9% |
$234K - $256K
|
1.31K
$262K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.26K- 26.62% |
$150K - $164K
|
3.46K
$692K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-986- 8.8% |
$118K - $129K
|
10.2K
$2.04M
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-917- 96.12% |
$110K - $120K
|
37
$7.4K
|