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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-650- 23.34% |
N/A
|
2.14K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.38KNew |
N/A
|
3.38K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-213- 1.04% |
N/A
|
20.3K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-204- 2.14% |
N/A
|
9.34K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
13.8K+ 2.98% |
N/A
|
476K
$59.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-126- 5.83% |
N/A
|
2.04K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-130- 4.27% |
N/A
|
2.92K
$365K
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
SELL
|
- |
-5.52K- 8.11% |
N/A
|
62.6K
$7.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-960- 2.51% |
N/A
|
37.3K
$4.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-336- 1.18% |
N/A
|
28.3K
$3.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11- 0.8% |
N/A
|
1.36K
$170K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-67- 1.65% |
N/A
|
4.01K
$501K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-693- 1.71% |
N/A
|
39.8K
$4.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.76K- 0.3% |
N/A
|
922K
$115M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
14+ 0.77% |
N/A
|
1.82K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-150- 0.26% |
N/A
|
56.8K
$7.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.36K+ 11.34% |
N/A
|
13.4K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
77+ 33.19% |
N/A
|
309
$38.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
9+ 0.95% |
N/A
|
957
$120K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.66K- 5.23% |
N/A
|
48.1K
$6.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-555- 2.38% |
N/A
|
22.8K
$2.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-442- 25.33% |
N/A
|
1.3K
$163K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-4.4K- 1.85% |
N/A
|
233K
$29.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
419+ 3.55% |
N/A
|
12.2K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-56- 1.02% |
N/A
|
5.44K
$682K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.15K- 2.41% |
N/A
|
87.1K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-504- 1.06% |
N/A
|
46.9K
$5.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-61.6K- 2.06% |
N/A
|
2.93M
$367M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.69K- 1.41% |
N/A
|
119K
$14.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.11K+ 9.83% |
N/A
|
12.3K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
479+ 159.67% |
N/A
|
779
$97.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
799+ 13.64% |
N/A
|
6.66K
$833K
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
70+ 0.33% |
N/A
|
21.2K
$2.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.73KNew |
N/A
|
1.73K
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
186+ 0.19% |
N/A
|
97.1K
$12.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.34K- 1.9% |
N/A
|
121K
$15.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-590- 3.72% |
N/A
|
15.3K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-868- 0.13% |
N/A
|
661K
$82.7M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.96K- 34.66% |
N/A
|
3.7K
$464K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.52KNew |
N/A
|
1.52K
$191K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$140K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
326New |
N/A
|
326
$40.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
22+ 0.25% |
N/A
|
8.83K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1+ 0.01% |
N/A
|
9.28K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$145K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$145K
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
73+ 0.05% |
N/A
|
136K
$17.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 1.58% |
N/A
|
104K
$13M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
194+ 16.02% |
N/A
|
1.41K
$176K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-128- 5.23% |
N/A
|
2.32K
$290K
|