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 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
48+ 2.27% |
N/A
|
2.16K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$147K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-30- 1.04% |
N/A
|
2.85K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.19K- 14.45% |
N/A
|
7.03K
$880K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
30+ 0.48% |
N/A
|
6.34K
$794K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-305- 11.15% |
N/A
|
2.43K
$304K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.03KNew |
N/A
|
1.03K
$128K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-64.5K- 17.43% |
N/A
|
306K
$38.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
25.1K+ 14.87% |
N/A
|
194K
$24.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
26+ 0.81% |
N/A
|
3.24K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
3.4K+ 4.68% |
N/A
|
75.9K
$9.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-46.7K- 9.67% |
N/A
|
436K
$54.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
2.1KNew |
N/A
|
2.1K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-40- 1.65% |
N/A
|
2.39K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
254+ 11.0% |
N/A
|
2.56K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.8KNew |
N/A
|
3.8K
$475K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.29K+ 4.9% |
N/A
|
27.6K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-224- 10.88% |
N/A
|
1.83K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-999- 4.32% |
N/A
|
22.2K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$167K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.63K+ 8.53% |
N/A
|
20.7K
$2.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-200- 0.14% |
N/A
|
140K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.35K- 6.74% |
N/A
|
46.4K
$5.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
985New |
N/A
|
985
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-65- 3.09% |
N/A
|
2.04K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
19+ 0.32% |
N/A
|
5.98K
$748K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-25- 0.94% |
N/A
|
2.64K
$331K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-82- 3.89% |
N/A
|
2.03K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
336KNew |
N/A
|
336K
$42M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-175K- 25.13% |
N/A
|
522K
$65.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.17K- 40.37% |
N/A
|
3.21K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$197K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
5.94KNew |
N/A
|
5.94K
$743K
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
SELL
|
- |
-8.4K- 2.36% |
N/A
|
347K
$43.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-55- 0.79% |
N/A
|
6.95K
$870K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
2.95K+ 2.95% |
N/A
|
103K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-1.61K- 8.07% |
N/A
|
18.4K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-37- 1.74% |
N/A
|
2.09K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
BUY
|
- |
93+ 0.19% |
N/A
|
48.5K
$6.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
11+ 0.67% |
N/A
|
1.64K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
409New |
N/A
|
409
$51.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
19.1K+ 9.43% |
N/A
|
221K
$27.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-381- 0.44% |
N/A
|
85.3K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.8K- 6.92% |
N/A
|
186K
$23.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.01KNew |
N/A
|
1.01K
$126K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-467- 28.0% |
N/A
|
1.2K
$150K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-22.4K- 7.5% |
N/A
|
276K
$34.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-319- 16.52% |
N/A
|
1.61K
$202K
|