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 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
100+ 3.03% |
$8.84K - $10.5K
|
3.4K
$426K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
12New |
$1.06K - $1.26K
|
12
$1.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-4.3K- 97.97% |
$380K - $450K
|
89
$11.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
140New |
$12.4K - $14.7K
|
140
$17.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-106Closed |
$9.37K - $11.1K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-58Closed |
$5.13K - $6.07K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-85.5KClosed |
$7.55M - $8.95M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-4.65KClosed |
$411K - $487K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Security Asset Management
|
SELL
|
- |
-2.88KClosed |
$255K - $302K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Linker Capital Management Inc.
|
SELL
|
- |
-8- 0.02% |
$707 - $838
|
35.1K
$4.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
16+ 22.22% |
$1.41K - $1.68K
|
88
$11K
|
|
|
Jul 27, 2022
Q2 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-5.23KClosed |
$462K - $548K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.34KClosed |
$207K - $245K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-97Closed |
$8.57K - $10.2K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-34K- 31.45% |
$3.01M - $3.56M
|
74.2K
$9.29M
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.72KClosed |
$241K - $285K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-3.45K- 21.14% |
$305K - $361K
|
12.9K
$1.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
96New |
$8.48K - $10.1K
|
96
$12K
|
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-6.56KClosed |
$579K - $687K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-491Closed |
$43.4K - $51.4K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-40Closed |
$3.54K - $4.19K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-743- 4.2% |
$65.7K - $77.8K
|
17K
$2.12M
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-9.56KClosed |
$845K - $1M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sycomore Asset Management
|
SELL
|
- |
-23.4KClosed |
$2.06M - $2.45M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-361Closed |
$31.9K - $37.8K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
North Growth Management Ltd.
|
BUY
|
- |
101KNew |
$8.93M - $10.6M
|
101K
$12.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
68New |
$6.01K - $7.12K
|
68
$8.51K
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-35Closed |
$3.09K - $3.67K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-350Closed |
$30.9K - $36.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-25- 3.02% |
$2.21K - $2.62K
|
803
$101K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2New |
$177 - $209
|
2
$250
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-300Closed |
$26.5K - $31.4K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.35KClosed |
$119K - $141K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
962+ 34.89% |
$85K - $101K
|
3.72K
$466K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-15- 0.37% |
$1.33K - $1.57K
|
4.02K
$503K
|
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-3.52KClosed |
$311K - $369K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18+ 6.12% |
$1.59K - $1.89K
|
312
$39.1K
|
|
| Q1 2022 | |||||||
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-291Closed |
$26.9K - $31.9K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
PUT |
135KNew |
$12.5M - $14.8M
|
135K
$16.9M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-8Closed |
$741 - $876
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
PUT |
-55KClosed |
$5.09M - $6.02M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-29KClosed |
$2.69M - $3.17M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-21.6K- 56.35% |
$2M - $2.37M
|
16.7K
$2.1M
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
678+ 29.29% |
$62.8K - $74.2K
|
2.99K
$375K
|
|
|
May 16, 2022
Q1 2022
|
Cadian Capital Management, LP
New York, NY |
SELL
|
- |
-16.5KClosed |
$1.53M - $1.81M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-22.8K- 96.73% |
$2.11M - $2.5M
|
770
$96.4K
|
|
|
May 16, 2022
Q1 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-24.9KClosed |
$2.3M - $2.72M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-4.5KClosed |
$417K - $493K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-20KClosed |
$1.85M - $2.19M
|
0
$0
|
|