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 |
|---|---|---|---|---|---|---|---|
|
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
|
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
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-4- 4.26% |
$446 - $505
|
90
$11.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$1.46M - $1.65M
|
13.1K
$1.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
70.9KNew |
$7.91M - $8.94M
|
70.9K
$8.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-716- 4.61% |
$79.9K - $90.3K
|
14.8K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
94+ 4.64% |
$10.5K - $11.9K
|
2.12K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-12.4K- 87.98% |
$1.39M - $1.57M
|
1.7K
$213K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-71- 3.0% |
$7.92K - $8.96K
|
2.29K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-5.33K- 50.01% |
$594K - $672K
|
5.33K
$667K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20- 40.0% |
$2.23K - $2.52K
|
30
$3.76K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
74New |
$8.26K - $9.34K
|
74
$9.26K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.68KNew |
$187K - $211K
|
1.68K
$210K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$112 - $126
|
1
$125
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.69KNew |
$188K - $213K
|
1.69K
$211K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-225- 0.68% |
$25.1K - $28.4K
|
32.8K
$4.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
579New |
$64.6K - $73K
|
579
$72.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
309+ 2.32% |
$34.5K - $39K
|
13.6K
$1.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-308K- 99.37% |
$34.4M - $38.9M
|
1.96K
$245K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.36K- 61.53% |
$151K - $171K
|
847
$106K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$1.82M - $2.05M
|
16.3K
$2.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.24KNew |
$474K - $535K
|
4.24K
$531K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$11.2K - $12.6K
|
100
$12.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
432+ 5.07% |
$48.2K - $54.5K
|
8.96K
$1.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-802- 6.25% |
$89.5K - $101K
|
12K
$1.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
75New |
$8.37K - $9.46K
|
75
$9.39K
|
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
SELL
|
- |
-100- 2.26% |
$11.2K - $12.6K
|
4.33K
$542K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$1.18M - $1.34M
|
10.6K
$1.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-360- 16.43% |
$40.2K - $45.4K
|
1.83K
$229K
|
|
| Q1 2023 | |||||||
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-920Closed |
$91.4K - $109K
|
0
$0
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-180- 9.05% |
$17.9K - $21.3K
|
1.81K
$226K
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
8.97KNew |
$892K - $1.06M
|
8.97K
$1.12M
|
|