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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-148- 0.99% |
N/A
|
14.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.1K- 1.15% |
N/A
|
94.9K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-219K- 4.75% |
N/A
|
4.39M
$550M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-11- 7.53% |
N/A
|
135
$16.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
313+ 12.3% |
N/A
|
2.86K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
16.1K+ 136.53% |
N/A
|
27.9K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.53K+ 27.36% |
N/A
|
21.1K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.5M- 26.74% |
N/A
|
4.12M
$515M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-26.7K- 2.66% |
N/A
|
974K
$122M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
156K+ 18.29% |
N/A
|
1.01M
$126M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-202- 0.86% |
N/A
|
23.4K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.32K- 3.66% |
N/A
|
34.8K
$4.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-125- 5.97% |
N/A
|
1.97K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-6.96K- 12.63% |
N/A
|
48.1K
$6.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-6.94K- 1.68% |
N/A
|
406K
$50.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-6.67K- 2.59% |
N/A
|
251K
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-6.39K- 12.08% |
N/A
|
46.5K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35.2K+ 41.89% |
N/A
|
119K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
478+ 4.52% |
N/A
|
11.1K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-69.7K- 91.38% |
N/A
|
6.58K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-595- 3.87% |
N/A
|
14.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
188+ 10.3% |
N/A
|
2.01K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-581- 0.84% |
N/A
|
68.6K
$8.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
719+ 0.63% |
N/A
|
115K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-808- 17.64% |
N/A
|
3.77K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
385+ 3.28% |
N/A
|
12.1K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.95K+ 9.2% |
N/A
|
23.1K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
712+ 1.62% |
N/A
|
44.8K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
200+ 2.16% |
N/A
|
9.46K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-10.8K- 3.37% |
N/A
|
309K
$38.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-284- 1.71% |
N/A
|
16.3K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.31KNew |
N/A
|
1.31K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
51.5K+ 393.28% |
N/A
|
64.6K
$8.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
631+ 7.11% |
N/A
|
9.51K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
130KNew |
N/A
|
130K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-477- 18.57% |
N/A
|
2.09K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Nitorum Capital, L.P.
New York, NY |
SELL
|
- |
-10K- 3.19% |
N/A
|
303K
$38M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21K- 60.08% |
N/A
|
13.9K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.09K+ 1.0% |
N/A
|
109K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-261- 1.22% |
N/A
|
21.1K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-5.86K- 34.08% |
N/A
|
11.3K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-5.36K- 2.26% |
N/A
|
232K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-187- 0.23% |
N/A
|
81.6K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-58.8K- 30.68% |
N/A
|
133K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
70+ 0.1% |
N/A
|
72.6K
$9.08M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
71+ 2.24% |
N/A
|
3.24K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-741K- 20.36% |
N/A
|
2.9M
$363M
|
|
|
Nov 14, 2024
Q3 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
30.3KNew |
N/A
|
30.3K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
18.3K+ 30.43% |
N/A
|
78.3K
$9.81M
|