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, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
743New |
$68.1K - $82.3K
|
743
$93K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.26K- 0.22% |
$207K - $250K
|
1.02M
$128M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-6- 17.65% |
$550 - $664
|
28
$3.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-140K- 98.18% |
$12.8M - $15.5M
|
2.6K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Scopia Capital Management LP
New York, NY |
SELL
|
- |
-249K- 58.73% |
$22.9M - $27.6M
|
175K
$21.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
194KNew |
$17.8M - $21.5M
|
194K
$24.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Blackstone Inc
New York, NY |
SELL
|
- |
-11.1K- 46.12% |
$1.02M - $1.23M
|
13K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
260KNew |
$23.8M - $28.8M
|
260K
$32.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-100- 59.88% |
$9.17K - $11.1K
|
67
$8.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
68.7K+ 2.01% |
$6.3M - $7.61M
|
3.49M
$437M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$221K - $267K
|
2.41K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-73.5K- 77.74% |
$6.74M - $8.14M
|
21.1K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Steadfast Capital Management LP
New York, NY |
SELL
|
- |
-249K- 25.9% |
$22.9M - $27.6M
|
714K
$89.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
6.36K+ 7.38% |
$583K - $704K
|
92.6K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
452New |
$41.4K - $50K
|
452
$56.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-300- 12.0% |
$27.5K - $33.2K
|
2.2K
$275K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-1.62K- 3.62% |
$148K - $179K
|
43K
$5.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.69K- 5.41% |
$430K - $519K
|
82K
$10.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6.45K+ 65.37% |
$591K - $714K
|
16.3K
$2.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-300- 3.95% |
$27.5K - $33.2K
|
7.29K
$913K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.06K- 5.06% |
$280K - $338K
|
57.4K
$7.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
125+ 45.13% |
$11.5K - $13.8K
|
402
$50.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
769+ 3.48% |
$70.5K - $85.1K
|
22.9K
$2.86M
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
BUY
|
- |
5.86KNew |
$537K - $648K
|
5.86K
$733K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.6KNew |
$147K - $177K
|
1.6K
$200K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
15New |
$1.37K - $1.66K
|
15
$1.88K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
13.3KNew |
$1.22M - $1.47M
|
13.3K
$1.67M
|
|
|
Oct 26, 2022
Q3 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-405- 11.62% |
$37.1K - $44.8K
|
3.08K
$386K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
27+ 0.55% |
$2.47K - $2.99K
|
4.91K
$614K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.71K+ 92.03% |
$249K - $300K
|
5.66K
$709K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-68- 0.82% |
$6.23K - $7.53K
|
8.22K
$1.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
5.06KNew |
$464K - $560K
|
5.06K
$634K
|
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.95KNew |
$270K - $326K
|
2.95K
$369K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.15KNew |
$197K - $238K
|
2.15K
$270K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-80- 26.67% |
$7.33K - $8.86K
|
220
$27.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.24K- 8.35% |
$113K - $137K
|
13.6K
$1.7M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-360- 0.4% |
$33K - $39.9K
|
89.6K
$11.2M
|
|
| Q2 2022 | |||||||
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-108- 0.86% |
$9.55K - $11.3K
|
12.4K
$1.55M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.2KClosed |
$194K - $230K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-58Closed |
$5.13K - $6.07K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-212Closed |
$18.7K - $22.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-42.3KClosed |
$3.74M - $4.43M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-80Closed |
$7.07K - $8.38K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-61Closed |
$5.39K - $6.39K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
16.7KNew |
$1.47M - $1.75M
|
16.7K
$2.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.28KNew |
$113K - $134K
|
1.28K
$161K
|
|
|
Aug 15, 2022
Q2 2022
|
Stamina Capital Management LP
New York, NY |
SELL
|
- |
-66KClosed |
$5.84M - $6.92M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-299- 10.62% |
$26.4K - $31.3K
|
2.52K
$315K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
200New |
$17.7K - $20.9K
|
200
$25K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-896Closed |
$79.2K - $93.8K
|
0
$0
|
|