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 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
3.5KNew |
N/A
|
3.5K
$438K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-131- 3.07% |
N/A
|
4.14K
$518K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
4.09K+ 215.1% |
N/A
|
5.99K
$750K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
133+ 8.8% |
N/A
|
1.64K
$206K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.23KNew |
N/A
|
2.23K
$279K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$140K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.17KNew |
N/A
|
1.17K
$147K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.85K+ 63.84% |
N/A
|
4.76K
$596K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.67K+ 1.76% |
N/A
|
212K
$26.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-55- 70.51% |
N/A
|
23
$2.88K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-362- 1.87% |
N/A
|
19K
$2.38M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-640- 1.18% |
N/A
|
53.6K
$6.71M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
919+ 12.34% |
N/A
|
8.36K
$1.05M
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.7K- 26.98% |
N/A
|
4.6K
$576K
|
|
|
Dec 12, 2024
Q2 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-234- 5.8% |
N/A
|
3.8K
$476K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-26- 0.3% |
N/A
|
8.7K
$1.09M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
246+ 18.61% |
N/A
|
1.57K
$196K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-16.6K- 14.46% |
N/A
|
97.9K
$12.3M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
40New |
N/A
|
40
$5.01K
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-812- 7.33% |
N/A
|
10.3K
$1.29M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$269K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
400New |
N/A
|
400
$50.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$1.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-20- 1.13% |
N/A
|
1.75K
$219K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
97New |
N/A
|
97
$12.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2K+ 13.79% |
N/A
|
16.5K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.52KNew |
N/A
|
2.52K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
71.8KNew |
N/A
|
71.8K
$8.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
31.3KNew |
N/A
|
31.3K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
200New |
N/A
|
200
$25K
|
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-17- 0.82% |
N/A
|
2.05K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-60- 1.62% |
N/A
|
3.64K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
400+ 2.98% |
N/A
|
13.8K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.87KNew |
N/A
|
4.87K
$609K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
4.2KNew |
N/A
|
4.2K
$526K
|
|
|
Aug 14, 2024
Q2 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
466+ 12.27% |
N/A
|
4.27K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.14KNew |
N/A
|
7.14K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
14.5KNew |
N/A
|
14.5K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
133New |
N/A
|
133
$16.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
371+ 4.27% |
N/A
|
9.06K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-25K- 88.03% |
N/A
|
3.4K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Jeffrey Ubben
Value Act Holdings, L.P. | San Francisco, Ca
|
SELL
|
- |
-2.55M- 69.81% |
N/A
|
1.1M
$138M
|
|
|
Aug 14, 2024
Q2 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
141KNew |
N/A
|
141K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.4KNew |
N/A
|
21.4K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.92KNew |
N/A
|
3.92K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Capital Management, LLC
New York, NY |
SELL
|
- |
-749K- 93.3% |
N/A
|
53.8K
$6.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Southeastern Asset Management Inc
Memphis, TN |
SELL
|
- |
-14.9K- 6.57% |
N/A
|
212K
$26.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
87+ 0.66% |
N/A
|
13.3K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
471K+ 3.29% |
N/A
|
14.8M
$1.85B
|
|