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 |
---|---|---|---|---|---|---|---|
Jul 12, 2021
Q2 2021
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-2.63KClosed |
$281K - $333K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-31.8KClosed |
$3.39M - $4.02M
|
0
$0
|
|
Q1 2021 | |||||||
Nov 09, 2023
Q1 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
158New |
$16.2K - $19.6K
|
158
$19.8K
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-82Closed |
$8.42K - $10.2K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-82Closed |
$8.42K - $10.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Northern Right Capital Management, L.P.
Darien, CT |
SELL
|
- |
-88.1KClosed |
$9.04M - $10.9M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-19.3KClosed |
$1.98M - $2.39M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
SELL
|
- |
-97.4KClosed |
$10M - $12.1M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-74.4KClosed |
$7.64M - $9.24M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-10K- 5.26% |
$1.03M - $1.24M
|
180K
$22.5M
|
|
May 17, 2021
Q1 2021
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-250KClosed |
$25.7M - $31M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Atreides Management, LP
Boston, MA |
SELL
|
- |
-653KClosed |
$67M - $81M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Suvretta Capital Management, LLC
New York, NY |
SELL
|
- |
-1.6MClosed |
$164M - $198M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-109K- 59.05% |
$11.1M - $13.5M
|
75.3K
$9.42M
|
|
May 17, 2021
Q1 2021
|
Soroban Capital Partners LP
New York, NY |
SELL
|
- |
-1.45MClosed |
$148M - $179M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-200KClosed |
$20.5M - $24.8M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-374Closed |
$38.4K - $46.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-579Closed |
$59.5K - $71.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-994KClosed |
$102M - $123M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-4KClosed |
$411K - $497K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-31KClosed |
$3.18M - $3.85M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
75KNew |
$7.7M - $9.31M
|
75K
$9.39M
|
|
May 14, 2021
Q1 2021
|
Toscafund Asset Management LLP
London, X0 |
SELL
|
- |
-51.2KClosed |
$5.26M - $6.35M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-5K- 2.94% |
$513K - $621K
|
165K
$20.7M
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-79.3KClosed |
$8.15M - $9.85M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-229Closed |
$23.5K - $28.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-5.66KClosed |
$582K - $703K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
11.1KNew |
$1.14M - $1.38M
|
11.1K
$1.39M
|
|
May 14, 2021
Q1 2021
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-10Closed |
$1.03K - $1.24K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-193Closed |
$19.8K - $24K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-3- -0.0% |
$308 - $372
|
537K
$67.2M
|
|
May 13, 2021
Q1 2021
|
First Washington Corp
Seattle, WA |
BUY
|
- |
6.5KNew |
$667K - $807K
|
6.5K
$814K
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-100Closed |
$10.3K - $12.4K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.15KClosed |
$118K - $143K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-140Closed |
$14.4K - $17.4K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
BUY
|
CALL |
300New |
$30.8K - $37.2K
|
300
$37.6K
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
120New |
$12.3K - $14.9K
|
120
$15K
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-204Closed |
$20.9K - $25.3K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-16Closed |
$1.64K - $1.99K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-6.8K- 56.67% |
$698K - $844K
|
5.2K
$651K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-54Closed |
$5.55K - $6.7K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-50KClosed |
$5.13M - $6.21M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-2.19KClosed |
$225K - $271K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Oak Ridge Investments LLC
|
BUY
|
- |
3.61KNew |
$371K - $448K
|
3.61K
$452K
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-900Closed |
$92.4K - $112K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-25Closed |
$2.57K - $3.1K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-136Closed |
$14K - $16.9K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Mckinley Capital Management LLC
|
SELL
|
- |
-55.1KClosed |
$5.66M - $6.84M
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-3.14KClosed |
$322K - $389K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.97KClosed |
$202K - $244K
|
0
$0
|