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 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
332+ 17.36% |
$41K - $43.2K
|
2.24K
$281K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.12% |
$741 - $780
|
5.21K
$652K
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.5K- 33.33% |
$556K - $585K
|
9K
$1.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-9.25K- 23.01% |
$1.14M - $1.2M
|
30.9K
$3.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$494 - $520
|
4
$501
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$1.62M - $1.7M
|
13.1K
$1.64M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
20+ 0.19% |
$2.47K - $2.6K
|
10.7K
$1.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-461- 12.55% |
$56.9K - $60K
|
3.21K
$402K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
154+ 320.83% |
$19K - $20K
|
202
$25.3K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
36.4K+ 34.63% |
$4.06M - $4.59M
|
141K
$17.7M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-13.2K- 45.68% |
$1.47M - $1.66M
|
15.7K
$1.96M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
90New |
$10K - $11.4K
|
90
$11.3K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-7Closed |
$781 - $883
|
0
$0
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-77K- 96.88% |
$8.59M - $9.71M
|
2.48K
$310K
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2.19KNew |
$244K - $276K
|
2.19K
$274K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
212New |
$23.7K - $26.7K
|
212
$26.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
697New |
$77.8K - $87.9K
|
697
$87.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.13KNew |
$237K - $268K
|
2.13K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-144- 24.08% |
$16.1K - $18.2K
|
454
$56.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-32- 13.56% |
$3.57K - $4.04K
|
204
$25.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
55.6KNew |
$6.21M - $7.02M
|
55.6K
$6.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-494- 16.82% |
$55.1K - $62.3K
|
2.44K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-148- 1.13% |
$16.5K - $18.7K
|
13K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
12.2KNew |
$1.36M - $1.53M
|
12.2K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.84KNew |
$205K - $232K
|
1.84K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.7KNew |
$190K - $214K
|
1.7K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-78- 43.82% |
$8.7K - $9.84K
|
100
$12.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
766+ 1915.0% |
$85.5K - $96.6K
|
806
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-4.31K- 36.44% |
$481K - $543K
|
7.51K
$941K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
127+ 4.03% |
$14.2K - $16K
|
3.28K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
10.5KNew |
$1.17M - $1.32M
|
10.5K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
18.4KNew |
$2.05M - $2.32M
|
18.4K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
2.29KNew |
$256K - $289K
|
2.29K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-138K- 67.76% |
$15.4M - $17.4M
|
65.5K
$8.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-303K- 46.68% |
$33.8M - $38.2M
|
346K
$43.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.92KNew |
$326K - $368K
|
2.92K
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
10.1KNew |
$1.13M - $1.27M
|
10.1K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
5.87KNew |
$655K - $741K
|
5.87K
$735K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-110- 3.09% |
$12.3K - $13.9K
|
3.45K
$432K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
520+ 0.49% |
$58K - $65.6K
|
106K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.18K- 61.13% |
$466K - $527K
|
2.66K
$332K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
34New |
$3.79K - $4.29K
|
34
$4.26K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-200- 10.31% |
$22.3K - $25.2K
|
1.74K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-11.9K- 17.54% |
$1.33M - $1.5M
|
56K
$7.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-52- 1.41% |
$5.8K - $6.56K
|
3.64K
$456K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
1.73KNew |
$193K - $219K
|
1.73K
$217K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.44KNew |
$273K - $308K
|
2.44K
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
221K+ 9.33% |
$24.6M - $27.9M
|
2.59M
$324M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
6.88K+ 1698.02% |
$767K - $868K
|
7.28K
$912K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
720New |
$80.3K - $90.8K
|
720
$90.1K
|
|