Latest Institutional Purchases of Fiserv Inc (FISV)
This list provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
76New |
$7.55K - $8.99K
|
76
$9.52K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
66+ 1.89% |
$6.56K - $7.81K
|
3.56K
$446K
|
|
|
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 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10New |
$994 - $1.18K
|
10
$1.25K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$298 - $355
|
3
$376
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 7.41% |
$199 - $237
|
29
$3.63K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Fernbridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
77KNew |
$7.24M - $8.12M
|
77K
$9.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
42.3KNew |
$3.98M - $4.46M
|
42.3K
$5.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
28.9KNew |
$2.71M - $3.04M
|
28.9K
$3.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
25K+ 380.87% |
$2.35M - $2.64M
|
31.6K
$3.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
21.2KNew |
$1.99M - $2.23M
|
21.2K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
16.2K+ 10.92% |
$1.52M - $1.71M
|
165K
$20.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
10KNew |
$940K - $1.05M
|
10K
$1.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$730K - $819K
|
7.76K
$972K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.46K+ 245.26% |
$513K - $575K
|
7.68K
$962K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.4KNew |
$414K - $464K
|
4.4K
$551K
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$411K - $461K
|
4.38K
$548K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.81KNew |
$358K - $401K
|
3.81K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
- |
3.35K+ 0.89% |
$315K - $353K
|
378K
$47.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.5KNew |
$235K - $264K
|
2.5K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$220K - $247K
|
2.34K
$293K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
CALL |
2.26KNew |
$212K - $238K
|
2.26K
$283K
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.1KNew |
$197K - $221K
|
2.1K
$263K
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
2.1KNew |
$197K - $221K
|
2.1K
$262K
|
|
|
Jan 26, 2023
Q4 2022
|
Jlb & Associates Inc
|
BUY
|
- |
2.08KNew |
$195K - $219K
|
2.08K
$260K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2KNew |
$188K - $211K
|
2K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
1.5KNew |
$141K - $158K
|
1.5K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.17KNew |
$110K - $123K
|
1.17K
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01K+ 64.52% |
$95.1K - $107K
|
2.58K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
872New |
$82K - $92K
|
872
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
421+ 5.66% |
$39.6K - $44.4K
|
7.86K
$984K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
335+ 8.26% |
$31.5K - $35.3K
|
4.39K
$550K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
214+ 6.29% |
$20.1K - $22.6K
|
3.61K
$452K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
211New |
$19.8K - $22.3K
|
211
$26.4K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
185New |
$17.4K - $19.5K
|
185
$23.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
100+ 0.38% |
$9.4K - $10.5K
|
26.7K
$3.34M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
95New |
$8.93K - $10K
|
95
$11.9K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
90New |
$8.46K - $9.49K
|
90
$11.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
68New |
$6.39K - $7.17K
|
68
$8.51K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
67New |
$6.3K - $7.07K
|
67
$8.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$4.7K - $5.27K
|
50
$6.26K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 2.09% |
$4.7K - $5.27K
|
2.44K
$305K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
43New |
$4.04K - $4.53K
|
43
$5.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
41+ 1.16% |
$3.85K - $4.32K
|
3.58K
$448K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
32New |
$3.01K - $3.37K
|
32
$4.01K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
28New |
$2.63K - $2.95K
|
28
$3.51K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
23New |
$2.16K - $2.43K
|
23
$2.88K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
21+ 0.78% |
$1.97K - $2.21K
|
2.73K
$342K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17New |
$1.6K - $1.79K
|
17
$2.13K
|
|