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, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.78KNew |
$838K - $882K
|
6.78K
$849K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
681+ 8.47% |
$84.1K - $88.6K
|
8.72K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
100KNew |
$12.4M - $13M
|
100K
$12.5M
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
12KNew |
$1.48M - $1.56M
|
12K
$1.5M
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
PUT |
13.5KNew |
$1.67M - $1.76M
|
13.5K
$1.69M
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
58New |
$7.16K - $7.54K
|
58
$7.26K
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
40New |
$4.94K - $5.2K
|
40
$5.01K
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-3.17K- 38.38% |
$391K - $412K
|
5.09K
$637K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.89KNew |
$1.22M - $1.29M
|
9.89K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
960K+ 47.6% |
$119M - $125M
|
2.98M
$373M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-10.3K- 50.0% |
$1.27M - $1.34M
|
10.3K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
14KNew |
$1.72M - $1.82M
|
14K
$1.75M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-708- 9.24% |
$87.4K - $92.1K
|
6.96K
$871K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
14New |
$1.73K - $1.82K
|
14
$1.75K
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-30- 13.51% |
$3.71K - $3.9K
|
192
$24K
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.33K+ 9.01% |
$165K - $173K
|
16.1K
$2.02M
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
12KNew |
$1.48M - $1.56M
|
12K
$1.5M
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
69.1KNew |
$8.53M - $8.99M
|
69.1K
$8.65M
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
4.58KNew |
$565K - $595K
|
4.58K
$573K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
36+ 2.33% |
$4.45K - $4.68K
|
1.58K
$198K
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
SELL
|
- |
-5.24K- 69.38% |
$647K - $682K
|
2.31K
$290K
|
|
Nov 08, 2023
Q3 2023
|
Tiff Advisory Services Inc
|
SELL
|
- |
-13.1K- 24.22% |
$1.62M - $1.7M
|
41K
$5.13M
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20- 2.93% |
$2.47K - $2.6K
|
662
$82.9K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
872New |
$108K - $113K
|
872
$109K
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
15K+ 67.31% |
$1.86M - $1.96M
|
37.4K
$4.68M
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.3K- 54.01% |
$161K - $169K
|
1.11K
$139K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.43K- 4.52% |
$176K - $185K
|
30.1K
$3.77M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
47.8KNew |
$5.91M - $6.22M
|
47.8K
$5.99M
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
4.22KNew |
$521K - $548K
|
4.22K
$528K
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.67K- 7.17% |
$206K - $217K
|
21.6K
$2.7M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
453+ 431.43% |
$56K - $58.9K
|
558
$69.9K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
200New |
$24.7K - $26K
|
200
$25K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$124 - $130
|
10.8K
$1.35M
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
20.1KNew |
$2.48M - $2.61M
|
20.1K
$2.51M
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-400- 88.89% |
$49.4K - $52K
|
50
$6.26K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
10.3KNew |
$1.27M - $1.34M
|
10.3K
$1.29M
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-13- 0.3% |
$1.61K - $1.69K
|
4.39K
$550K
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-137- 2.31% |
$16.9K - $17.8K
|
5.8K
$726K
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.29KNew |
$654K - $688K
|
5.29K
$663K
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-64- 0.48% |
$7.9K - $8.32K
|
13.3K
$1.67M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
9.92KNew |
$1.22M - $1.29M
|
9.92K
$1.24M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1+ 0.02% |
$124 - $130
|
5.44K
$681K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.99K+ 13.74% |
$492K - $519K
|
33K
$4.13M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-40- 3.28% |
$4.94K - $5.2K
|
1.18K
$148K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-48- 82.76% |
$5.93K - $6.24K
|
10
$1.25K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-366- 3.81% |
$45.2K - $47.6K
|
9.23K
$1.16M
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-11- 6.88% |
$1.36K - $1.43K
|
149
$18.7K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-762- 58.39% |
$94.1K - $99.1K
|
543
$68K
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
645+ 1.65% |
$79.7K - $83.9K
|
39.7K
$4.97M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-53- 2.01% |
$6.55K - $6.89K
|
2.59K
$324K
|