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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-13.7K- 9.56% |
$1.27M - $1.61M
|
129K
$23.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-11.4K- 81.11% |
$1.06M - $1.35M
|
2.67K
$487K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-10.8K- 45.96% |
$995K - $1.27M
|
12.7K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-5.26K- 67.67% |
$486K - $620K
|
2.51K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-5.24K- 24.16% |
$484K - $617K
|
16.4K
$3M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.41K- 67.47% |
$407K - $519K
|
2.12K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-3.7K- 65.82% |
$342K - $436K
|
1.92K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.32K- 63.37% |
$307K - $391K
|
1.92K
$350K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2.75K- 67.84% |
$254K - $324K
|
1.3K
$238K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.7K- 20.36% |
$249K - $318K
|
10.5K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.48K- 46.71% |
$229K - $292K
|
2.83K
$516K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 31.4% |
$161K - $205K
|
3.8K
$695K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-961- 6.62% |
$88.8K - $113K
|
13.6K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-942- 19.16% |
$87.1K - $111K
|
3.98K
$726K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-778- 18.29% |
$71.9K - $91.7K
|
3.48K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-739- 15.72% |
$68.3K - $87.1K
|
3.96K
$723K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-551- 8.65% |
$50.9K - $65K
|
5.82K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-417- 10.61% |
$38.5K - $49.2K
|
3.52K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-224- 11.16% |
$20.7K - $26.4K
|
1.78K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-213- 8.74% |
$19.7K - $25.1K
|
2.22K
$406K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-127- 73.84% |
$11.7K - $15K
|
45
$8.22K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-118- 52.68% |
$10.9K - $13.9K
|
106
$19.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-116- 6.25% |
$10.7K - $13.7K
|
1.74K
$318K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-87- 66.41% |
$8.04K - $10.3K
|
44
$8.04K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-36- 26.47% |
$3.33K - $4.24K
|
100
$18.3K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-27- 3.71% |
$2.5K - $3.18K
|
700
$128K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-25- 0.91% |
$2.31K - $2.95K
|
2.73K
$499K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.24% |
$740 - $943
|
3.35K
$611K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 17.78% |
$740 - $943
|
37
$6.76K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 1.31% |
$277 - $354
|
226
$41.3K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-27.5K- 34.38% |
$2.54M - $3.27M
|
52.5K
$9.59M
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-25.9K- 72.17% |
$2.39M - $3.09M
|
10K
$1.83M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-24K- 14.38% |
$2.21M - $2.85M
|
143K
$26.1M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-13.5K- 3.02% |
$1.25M - $1.61M
|
434K
$79.3M
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-12K- 18.14% |
$1.11M - $1.43M
|
54.2K
$9.89M
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-10.6KClosed |
$978K - $1.26M
|
0
$0
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10.4KClosed |
$958K - $1.24M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-5.46K- 55.25% |
$504K - $650K
|
4.42K
$808K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.27K- 72.3% |
$209K - $270K
|
869
$159K
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-1KClosed |
$92.2K - $119K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-545- 0.72% |
$50.3K - $64.9K
|
74.6K
$13.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-451- 5.23% |
$41.6K - $53.7K
|
8.18K
$1.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-385- 13.25% |
$35.5K - $45.8K
|
2.52K
$460K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-300- 11.55% |
$27.7K - $35.7K
|
2.3K
$420K
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-176- 37.45% |
$16.2K - $20.9K
|
294
$53.7K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-170- 7.16% |
$15.7K - $20.2K
|
2.21K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 17.86% |
$9.22K - $11.9K
|
460
$84K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-95- 2.9% |
$8.76K - $11.3K
|
3.18K
$581K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-79- 2.46% |
$7.29K - $9.4K
|
3.13K
$571K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-41- 41.84% |
$3.78K - $4.88K
|
57
$10.4K
|
|