Latest Institutional Transactions on Fiserv Inc (FISV)

FISV Quotes by TradingView

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 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
 -
5.86K
New
$537K - $648K
5.86K $733K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
13.3K
New
$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
 -
5.06K
New
$464K - $560K
5.06K $634K
Oct 21, 2022 Q3 2022
Investment Partners, Ltd.

BUY
 -
2.15K
New
$197K - $238K
2.15K $270K
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
Oct 03, 2022 Q2 2022
American Trust

Lexington, KY
SELL
 -
-2.2K
Closed
$194K - $230K
0 $0
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-58
Closed
$5.13K - $6.07K
0 $0
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-212
Closed
$18.7K - $22.2K
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-80
Closed
$7.07K - $8.38K
0 $0
Aug 15, 2022 Q2 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-61
Closed
$5.39K - $6.39K
0 $0
Aug 15, 2022 Q2 2022
Bluefin Capital Management, LLC

New York, NY
BUY
 -
16.7K
New
$1.47M - $1.75M
16.7K $2.09M
Aug 15, 2022 Q2 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
1.28K
New
$113K - $134K
1.28K $161K
Aug 15, 2022 Q2 2022
Stamina Capital Management LP

New York, NY
SELL
 -
-66K
Closed
$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
 -
200
New
$17.7K - $20.9K
200 $25K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-896
Closed
$79.2K - $93.8K
0 $0
Aug 15, 2022 Q2 2022
Disciplined Growth Investors Inc

Minneapolis, MN
SELL
 -
-4.14K
Closed
$366K - $434K
0 $0
Aug 15, 2022 Q2 2022
Maven Securities LTD

St Helier, Y9
BUY
 PUT
3.7K
New
$327K - $388K
3.7K $463K
Aug 15, 2022 Q2 2022
New Mountain Vantage Advisers, L.L.C.

New York, NY
SELL
 -
-105K
Closed
$9.27M - $11M
0 $0
Aug 12, 2022 Q2 2022
Cunning Capital Partners, LP

Morrisville, NC
BUY
 -
15.6K
New
$1.38M - $1.63M
15.6K $1.95M
Aug 12, 2022 Q2 2022
Fort, L.P.

Chevy Chase, MD
SELL
 -
-3.77K
- 53.16%
$334K - $395K
3.33K $416K
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-864
Closed
$76.4K - $90.5K
0 $0
Aug 12, 2022 Q2 2022
Bbr Partners, LLC

New York, NY
SELL
 -
-2.07K
Closed
$183K - $217K
0 $0
Aug 12, 2022 Q2 2022
Agf Investments America Inc.

Toronto, A6
SELL
 -
-37.9K
Closed
$3.35M - $3.97M
0 $0
Aug 11, 2022 Q2 2022
Bowie Capital Management, LLC

Richardson, TX
SELL
 CALL
-100K
- 50.0%
$8.84M - $10.5M
100K $12.5M
Aug 11, 2022 Q2 2022
Nicola Wealth Management Ltd.

Vancouver, A1
SELL
 -
-5.37K
- 47.87%
$474K - $562K
5.85K $732K
Aug 11, 2022 Q2 2022
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
7.49K
New
$662K - $784K
7.49K $937K
Aug 11, 2022 Q2 2022
Advisor Partners LLC

Walnut Creek, CA
SELL
 -
-1.21K
- 5.3%
$107K - $127K
21.7K $2.72M
Aug 11, 2022 Q2 2022
Moreno Evelyn V

Boston, MA
BUY
 -
3.11K
New
$275K - $325K
3.11K $389K
Aug 10, 2022 Q2 2022
Legacy Cg, LLC

Plano, TX
BUY
 -
314
New
$27.8K - $32.9K
314 $39.3K
Aug 10, 2022 Q2 2022
Alphasimplex Group, LLC

Boston, MA
SELL
 -
-1.99K
Closed
$176K - $209K
0 $0
Aug 10, 2022 Q2 2022
Ascent Wealth Partners, LLC

New Hartford, NY
SELL
 -
-2.05K
Closed
$181K - $215K
0 $0
Aug 09, 2022 Q2 2022
Cna Financial Corp

Chicago, IL
SELL
 -
-70K
Closed
$6.19M - $7.33M
0 $0
Aug 09, 2022 Q2 2022
Loews Corp

New York, NY
SELL
 -
-110K
Closed
$9.72M - $11.5M
0 $0
Aug 09, 2022 Q2 2022
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-35
Closed
$3.09K - $3.67K
0 $0
Aug 09, 2022 Q2 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-473
- 43.92%
$41.8K - $49.5K
604 $75.6K
Aug 08, 2022 Q2 2022
Tower View Investment Management & Research LLC

BUY
 -
180
New
$15.9K - $18.9K
180 $22.5K
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

BUY
 -
526
+ 26300.0%
$46.5K - $55.1K
528 $66.1K
Aug 08, 2022 Q2 2022
Allen Investment Management LLC

SELL
 -
-4.73K
Closed
$418K - $495K
0 $0
Aug 05, 2022 Q2 2022
Sadoff Investment Management LLC

SELL
 -
-250
- 3.8%
$22.1K - $26.2K
6.33K $792K
Aug 05, 2022 Q2 2022
General American Investors CO Inc

SELL
 -
-82.5K
Closed
$7.29M - $8.64M
0 $0

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