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 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-412- 16.86% |
N/A
|
2.03K
$254K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
561+ 2.23% |
N/A
|
25.7K
$3.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.47% |
N/A
|
646
$80.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$178K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.17KNew |
N/A
|
4.17K
$522K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-310- 18.04% |
N/A
|
1.41K
$176K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-91- 9.29% |
N/A
|
889
$111K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$141K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-124- 8.08% |
N/A
|
1.41K
$177K
|
|
|
Oct 16, 2024
Q3 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-4.67K- 75.21% |
N/A
|
1.54K
$193K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
226+ 904.0% |
N/A
|
251
$31.4K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-83- 3.81% |
N/A
|
2.1K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11- 0.4% |
N/A
|
2.75K
$344K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
38+ 2.76% |
N/A
|
1.42K
$177K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-36- 9.6% |
N/A
|
339
$42.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
589+ 29.64% |
N/A
|
2.58K
$323K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
350+ 8.02% |
N/A
|
4.72K
$590K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.59KNew |
N/A
|
1.59K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.7K+ 43.59% |
N/A
|
5.6K
$701K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
495+ 4.66% |
N/A
|
11.1K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-63- 1.08% |
N/A
|
5.76K
$721K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11+ 0.16% |
N/A
|
6.97K
$873K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.03K- 18.38% |
N/A
|
22.3K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-443- 12.95% |
N/A
|
2.98K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.73K- 21.68% |
N/A
|
6.25K
$783K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-3.67K- 14.53% |
N/A
|
21.6K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
365+ 3.41% |
N/A
|
11.1K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
422+ 3.04% |
N/A
|
14.3K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12+ 12.9% |
N/A
|
105
$13.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Yarbrough Capital, LLC
|
SELL
|
- |
-3.2K- 24.72% |
N/A
|
9.76K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
1.24KNew |
N/A
|
1.24K
$155K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 11.19% |
N/A
|
397
$49.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 2.33% |
N/A
|
84
$10.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-233- 14.45% |
N/A
|
1.38K
$173K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-102- 7.16% |
N/A
|
1.32K
$166K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.65K+ 4.69% |
N/A
|
148K
$18.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-21- 1.07% |
N/A
|
1.94K
$242K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.2KNew |
N/A
|
7.2K
$902K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
7.06K+ 45.53% |
N/A
|
22.6K
$2.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.23KNew |
N/A
|
1.23K
$154K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.6K- 33.33% |
N/A
|
3.2K
$401K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
566+ 13.61% |
N/A
|
4.73K
$592K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.23KNew |
N/A
|
1.23K
$154K
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
38.2KNew |
N/A
|
38.2K
$4.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.23KNew |
N/A
|
1.23K
$154K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
65New |
N/A
|
65
$8.14K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$212K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.15K- 8.48% |
N/A
|
23.2K
$2.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
137+ 30.72% |
N/A
|
583
$73K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-331- 18.98% |
N/A
|
1.41K
$177K
|