Latest Institutional Transactions on Fiserv Inc (FISV)
This table provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-141- 17.85% |
N/A
|
649
$81.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 192.31% |
N/A
|
38
$4.76K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
41+ 2.03% |
N/A
|
2.06K
$258K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-2.55K- 5.52% |
N/A
|
43.7K
$5.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1KNew |
N/A
|
1K
$125K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15+ 3.77% |
N/A
|
413
$51.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-342- 1.26% |
N/A
|
26.7K
$3.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-8- 0.44% |
N/A
|
1.8K
$225K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.48KNew |
N/A
|
2.48K
$310K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.02K- 13.63% |
N/A
|
19.2K
$2.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$1.36M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.79K- 4.08% |
N/A
|
65.6K
$8.21M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-5.21K- 9.33% |
N/A
|
50.7K
$6.34M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 3.65% |
N/A
|
341
$42.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
65+ 2.52% |
N/A
|
2.64K
$331K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
911+ 1.47% |
N/A
|
62.9K
$7.87M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
N/A
|
2.34K
$293K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-826- 0.69% |
N/A
|
119K
$14.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.63% |
N/A
|
317
$39.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
73+ 0.33% |
N/A
|
22.1K
$2.77M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-318- 4.23% |
N/A
|
7.21K
$902K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-463K- 22.34% |
N/A
|
1.61M
$201M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.19K+ 78.05% |
N/A
|
4.99K
$625K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
374+ 6.24% |
N/A
|
6.36K
$797K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-25- 1.3% |
N/A
|
1.9K
$238K
|
|
|
Jan 03, 2025
Q4 2024
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-24.2K- 12.07% |
N/A
|
177K
$22.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-620- 5.89% |
N/A
|
9.91K
$1.24M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
451+ 1.83% |
N/A
|
25.2K
$3.15M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
175+ 40.23% |
N/A
|
610
$76.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3K+ 20.62% |
N/A
|
17.5K
$2.2M
|
|
| Q3 2024 | |||||||
|
Jan 30, 2025
Q3 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
5.63K+ 29.78% |
N/A
|
24.5K
$3.07M
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-1.8K- 18.06% |
N/A
|
8.17K
$1.02M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.14M+ 21.02% |
N/A
|
12.3M
$1.54B
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.23K- 49.45% |
N/A
|
9.44K
$1.18M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
105+ 2.26% |
N/A
|
4.76K
$596K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.21KNew |
N/A
|
1.21K
$152K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.07KNew |
N/A
|
1.07K
$134K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.4K- 1.61% |
N/A
|
85.2K
$10.7M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
8.68KNew |
N/A
|
8.68K
$1.09M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.2K- 12.41% |
N/A
|
57.9K
$7.25M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-137K- 71.09% |
N/A
|
55.8K
$6.99M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
16+ 1.18% |
N/A
|
1.38K
$172K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-92.3K- 43.68% |
N/A
|
119K
$14.9M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
223+ 4.41% |
N/A
|
5.28K
$660K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
497+ 1.42% |
N/A
|
35.5K
$4.44M
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-177- 1.28% |
N/A
|
13.7K
$1.71M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$147K
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
26.2KNew |
N/A
|
26.2K
$3.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15+ 51.72% |
N/A
|
44
$5.51K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.17K- 1.89% |
N/A
|
216K
$27M
|
|