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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-4.25K- 15.86% |
$423K - $503K
|
22.6K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.33K- 1.08% |
$231K - $275K
|
213K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-7.76K- 69.09% |
$772K - $918K
|
3.47K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-94.8K- 24.8% |
$9.43M - $11.2M
|
288K
$36M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
3.97KNew |
$395K - $470K
|
3.97K
$497K
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.9KNew |
$388K - $461K
|
3.9K
$488K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
844New |
$83.9K - $99.8K
|
844
$106K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.41KNew |
$836K - $994K
|
8.41K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
100KNew |
$9.94M - $11.8M
|
100K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Noble Path Asset Management LP
New York, NY |
SELL
|
- |
-18.1K- 46.41% |
$1.8M - $2.14M
|
20.9K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.99KNew |
$197K - $235K
|
1.99K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
307KNew |
$30.5M - $36.3M
|
307K
$38.4M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.5K- 90.91% |
$249K - $296K
|
250
$31.3K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.44K+ 18.32% |
$143K - $170K
|
9.29K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-5.76K- 13.22% |
$572K - $681K
|
37.8K
$4.73M
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.03K- 16.91% |
$103K - $122K
|
5.07K
$635K
|
|
|
May 11, 2023
Q1 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
2.64K+ 62.3% |
$262K - $312K
|
6.88K
$861K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-5- 0.22% |
$497 - $591
|
2.24K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 7.41% |
$199 - $237
|
29
$3.63K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-900- 32.49% |
$89.5K - $106K
|
1.87K
$234K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.77MNew |
$474M - $564M
|
4.77M
$597M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-25- 71.43% |
$2.49K - $2.96K
|
10
$1.25K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
346New |
$34.4K - $40.9K
|
346
$43.3K
|
|
|
May 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-12.1K- 79.08% |
$1.2M - $1.43M
|
3.2K
$401K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.04K+ 98.61% |
$302K - $360K
|
6.12K
$767K
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
833+ 26.12% |
$82.8K - $98.5K
|
4.02K
$504K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-100- 1.17% |
$9.94K - $11.8K
|
8.44K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$298 - $355
|
3
$376
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-23- 3.46% |
$2.29K - $2.72K
|
642
$80.4K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-89- 2.45% |
$8.85K - $10.5K
|
3.55K
$444K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.41KNew |
$240K - $285K
|
2.41K
$302K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-44- 1.77% |
$4.37K - $5.2K
|
2.44K
$305K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
3.25KNew |
$323K - $384K
|
3.25K
$407K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10New |
$994 - $1.18K
|
10
$1.25K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.83KNew |
$182K - $216K
|
1.83K
$229K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
525New |
$52.2K - $62.1K
|
525
$65.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-35- 1.35% |
$3.48K - $4.14K
|
2.56K
$321K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
50New |
$4.97K - $5.91K
|
50
$6.26K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
11New |
$1.09K - $1.3K
|
11
$1.38K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-50.8K- 16.9% |
$5.04M - $6M
|
249K
$31.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
66+ 1.89% |
$6.56K - $7.81K
|
3.56K
$446K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
335+ 8.26% |
$31.5K - $35.3K
|
4.39K
$550K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-7- 0.32% |
$658 - $738
|
2.15K
$269K
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-561- 72.29% |
$52.7K - $59.2K
|
215
$26.9K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
90New |
$8.46K - $9.49K
|
90
$11.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.34K- 63.62% |
$596K - $669K
|
3.63K
$454K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-4.96K- 88.63% |
$467K - $523K
|
637
$79.8K
|
|