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 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4- 0.08% |
N/A
|
5.15K
$645K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-3.97K- 58.13% |
N/A
|
2.86K
$358K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-23- 7.01% |
N/A
|
305
$38.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.45% |
N/A
|
222
$27.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3.11K- 8.19% |
N/A
|
34.8K
$4.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
N/A
|
1.67K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
532+ 18.57% |
N/A
|
3.4K
$425K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
93.5K+ 9.18% |
N/A
|
1.11M
$139M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-84.2K- 27.19% |
N/A
|
226K
$28.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.65KNew |
N/A
|
1.65K
$207K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.85K- 6.08% |
N/A
|
44.1K
$5.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 18.56% |
N/A
|
80.4K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.67K+ 0.67% |
N/A
|
252K
$31.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$162K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-45.6K- 4.29% |
N/A
|
1.02M
$127M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
47New |
N/A
|
47
$5.88K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-2K- 4.18% |
N/A
|
45.8K
$5.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-980- 1.95% |
N/A
|
49.3K
$6.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-562- 2.33% |
N/A
|
23.5K
$2.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
326+ 4.37% |
N/A
|
7.78K
$974K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-75- 6.15% |
N/A
|
1.14K
$143K
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-715- 0.21% |
N/A
|
337K
$42.2M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
N/A
|
6
$751
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.97K- 11.24% |
N/A
|
15.5K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
14New |
N/A
|
14
$1.75K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
75+ 2.14% |
N/A
|
3.58K
$449K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-941- 1.11% |
N/A
|
83.8K
$10.5M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8New |
N/A
|
8
$1K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
9.95K+ 6.98% |
N/A
|
153K
$19.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.13K+ 14.97% |
N/A
|
24K
$3.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.37% |
N/A
|
1.35K
$169K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-242- 1.43% |
N/A
|
16.7K
$2.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
585+ 2.27% |
N/A
|
26.4K
$3.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-21- 0.65% |
N/A
|
3.19K
$399K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
6+ 0.11% |
N/A
|
5.38K
$674K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
43.7K+ 12.96% |
N/A
|
380K
$47.6M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
312+ 20.05% |
N/A
|
1.87K
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 4.25% |
N/A
|
368
$46.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
37+ 0.63% |
N/A
|
5.91K
$740K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-121- 6.18% |
N/A
|
1.84K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
225+ 4.42% |
N/A
|
5.32K
$666K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
287+ 8.14% |
N/A
|
3.81K
$478K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.48K- 6.37% |
N/A
|
51.1K
$6.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.27KNew |
N/A
|
1.27K
$159K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
90New |
N/A
|
90
$11.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-5- 17.86% |
N/A
|
23
$2.88K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-128- 2.7% |
N/A
|
4.61K
$577K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
171New |
N/A
|
171
$21.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
80+ 2.28% |
N/A
|
3.59K
$450K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-232- 4.04% |
N/A
|
5.52K
$691K
|