Latest Institutional Sells of Fiserv Inc (FISV)
This list provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-197- 8.69% |
N/A
|
2.07K
$259K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-34- 53.13% |
N/A
|
30
$3.76K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-20- 2.73% |
N/A
|
712
$89.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-20- 1.09% |
N/A
|
1.82K
$227K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-13- 15.12% |
N/A
|
73
$9.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 0.14% |
N/A
|
1.41K
$176K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Tiff Advisory Services Inc
|
SELL
|
- |
-13.1K- 24.22% |
$1.62M - $1.7M
|
41K
$5.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-9.25K- 23.01% |
$1.14M - $1.2M
|
30.9K
$3.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
SELL
|
- |
-5.24K- 69.38% |
$647K - $682K
|
2.31K
$290K
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.5K- 33.33% |
$556K - $585K
|
9K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-3.17K- 38.38% |
$391K - $412K
|
5.09K
$637K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.43K- 4.52% |
$176K - $185K
|
30.1K
$3.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-762- 58.39% |
$94.1K - $99.1K
|
543
$68K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-708- 9.24% |
$87.4K - $92.1K
|
6.96K
$871K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-461- 12.55% |
$56.9K - $60K
|
3.21K
$402K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-400- 88.89% |
$49.4K - $52K
|
50
$6.26K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-366- 3.81% |
$45.2K - $47.6K
|
9.23K
$1.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-137- 2.31% |
$16.9K - $17.8K
|
5.8K
$726K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-53- 2.01% |
$6.55K - $6.89K
|
2.59K
$324K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-40- 3.28% |
$4.94K - $5.2K
|
1.18K
$148K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-13- 0.3% |
$1.61K - $1.69K
|
4.39K
$550K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-11- 6.88% |
$1.36K - $1.43K
|
149
$18.7K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-308K- 99.37% |
$34.4M - $38.9M
|
1.96K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-303K- 46.68% |
$33.8M - $38.2M
|
346K
$43.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-138K- 67.76% |
$15.4M - $17.4M
|
65.5K
$8.2M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-77K- 96.88% |
$8.59M - $9.71M
|
2.48K
$310K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-13.2K- 45.68% |
$1.47M - $1.66M
|
15.7K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-12.4K- 87.98% |
$1.39M - $1.57M
|
1.7K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-11.9K- 17.54% |
$1.33M - $1.5M
|
56K
$7.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-5.33K- 50.01% |
$594K - $672K
|
5.33K
$667K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.18K- 61.13% |
$466K - $527K
|
2.66K
$332K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.36K- 61.53% |
$151K - $171K
|
847
$106K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-802- 6.25% |
$89.5K - $101K
|
12K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-716- 4.61% |
$79.9K - $90.3K
|
14.8K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-494- 16.82% |
$55.1K - $62.3K
|
2.44K
$306K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-360- 16.43% |
$40.2K - $45.4K
|
1.83K
$229K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-225- 0.68% |
$25.1K - $28.4K
|
32.8K
$4.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-200- 10.31% |
$22.3K - $25.2K
|
1.74K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-148- 1.13% |
$16.5K - $18.7K
|
13K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-144- 24.08% |
$16.1K - $18.2K
|
454
$56.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-110- 3.09% |
$12.3K - $13.9K
|
3.45K
$432K
|
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
SELL
|
- |
-100- 2.26% |
$11.2K - $12.6K
|
4.33K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-78- 43.82% |
$8.7K - $9.84K
|
100
$12.5K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-71- 3.0% |
$7.92K - $8.96K
|
2.29K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-52- 1.41% |
$5.8K - $6.56K
|
3.64K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-32- 13.56% |
$3.57K - $4.04K
|
204
$25.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20- 40.0% |
$2.23K - $2.52K
|
30
$3.76K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-4- 4.26% |
$446 - $505
|
90
$11.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-94.8K- 24.8% |
$9.43M - $11.2M
|
288K
$36M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-50.8K- 16.9% |
$5.04M - $6M
|
249K
$31.2M
|
|