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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-11.5K- 18.6% |
N/A
|
50.3K
$6.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-222- 23.77% |
N/A
|
712
$89.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
485+ 31.95% |
N/A
|
2K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
19+ 1.21% |
N/A
|
1.59K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.27K+ 186.68% |
N/A
|
3.49K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
28New |
N/A
|
28
$3.51K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
85+ 1.34% |
N/A
|
6.45K
$807K
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-53K- 31.58% |
N/A
|
115K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
987+ 22.12% |
N/A
|
5.45K
$682K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
127+ 2.26% |
N/A
|
5.75K
$720K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
209+ 3.46% |
N/A
|
6.24K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
769+ 4.09% |
N/A
|
19.6K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.33K- 13.04% |
N/A
|
8.85K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- -0.0% |
N/A
|
82.5K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.22K+ 7.02% |
N/A
|
18.5K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-268- 1.3% |
N/A
|
20.4K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.16K+ 12.48% |
N/A
|
10.5K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.04K- 6.86% |
N/A
|
41.3K
$5.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
8.23KNew |
N/A
|
8.23K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-35.7K- 5.88% |
N/A
|
571K
$71.5M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
N/A
|
5
$626
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-6.01K- 20.66% |
N/A
|
23.1K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
516+ 3.88% |
N/A
|
13.8K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-533- 2.88% |
N/A
|
17.9K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
256+ 8.74% |
N/A
|
3.19K
$399K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
80+ 1.09% |
N/A
|
7.44K
$932K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.29K+ 20.21% |
N/A
|
7.66K
$959K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-34.3K- 1.2% |
N/A
|
2.83M
$354M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
150New |
N/A
|
150
$18.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
4New |
N/A
|
4
$501
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
260New |
N/A
|
260
$32.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-95- 0.18% |
N/A
|
52.1K
$6.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
835+ 32.63% |
N/A
|
3.39K
$425K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
32+ 0.36% |
N/A
|
8.95K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.89K- 12.04% |
N/A
|
28.4K
$3.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-382- 10.03% |
N/A
|
3.43K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-830- 1.77% |
N/A
|
46K
$5.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
504New |
N/A
|
504
$63.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
4.9KNew |
N/A
|
4.9K
$613K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.15K+ 8.98% |
N/A
|
26.1K
$3.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-16- 0.95% |
N/A
|
1.67K
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-2.34K- 1.1% |
N/A
|
209K
$26.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-932- 21.18% |
N/A
|
3.47K
$434K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-51- 2.43% |
N/A
|
2.05K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-13- 0.88% |
N/A
|
1.47K
$184K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-637- 10.81% |
N/A
|
5.26K
$658K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.89K- 2.33% |
N/A
|
79.3K
$9.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.95K- 2.34% |
N/A
|
123K
$15.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.67K+ 10.16% |
N/A
|
61.5K
$7.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.56KNew |
N/A
|
2.56K
$320K
|