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 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.75K- 3.33% |
N/A
|
50.8K
$6.37M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-472- 28.64% |
N/A
|
1.18K
$147K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.08KNew |
N/A
|
1.08K
$135K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
708+ 5.05% |
N/A
|
14.7K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.77KNew |
N/A
|
2.77K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-85.1K- 6.4% |
N/A
|
1.24M
$156M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
1.03KNew |
N/A
|
1.03K
$129K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
110+ 2.28% |
N/A
|
4.95K
$619K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23+ 1.55% |
N/A
|
1.51K
$189K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
38+ 2.99% |
N/A
|
1.31K
$164K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-246- 5.63% |
N/A
|
4.12K
$516K
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-68K- 32.61% |
N/A
|
141K
$17.6M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
10.5K+ 104.5% |
N/A
|
20.5K
$2.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.15KNew |
N/A
|
3.15K
$395K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1- 0.01% |
N/A
|
6.84K
$856K
|
|
|
Jan 22, 2025
Q4 2024
|
Maj Invest Holding A
|
SELL
|
- |
-303K- 31.47% |
N/A
|
660K
$82.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-35- 1.25% |
N/A
|
2.77K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
75+ 3.26% |
N/A
|
2.38K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
257K+ 187.63% |
N/A
|
394K
$49.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
57.2KNew |
N/A
|
57.2K
$7.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.18K+ 125.45% |
N/A
|
5.71K
$715K
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-4.82K- 5.4% |
N/A
|
84.4K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.17K- 1.83% |
N/A
|
62.5K
$7.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-558- 4.32% |
N/A
|
12.4K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-14.1K- 20.55% |
N/A
|
54.6K
$6.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-30- 1.31% |
N/A
|
2.26K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.3K- 99.9% |
N/A
|
11
$1.38K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
50+ 1.23% |
N/A
|
4.13K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-8.37K- 6.29% |
N/A
|
125K
$15.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 2.07% |
N/A
|
7.1K
$889K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-10- 22.73% |
N/A
|
34
$4.26K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-82- 1.76% |
N/A
|
4.58K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.87K- 2.2% |
N/A
|
83.3K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
95+ 1.13% |
N/A
|
8.52K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
157+ 0.47% |
N/A
|
33.8K
$4.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.57K- 7.83% |
N/A
|
30.3K
$3.79M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.71K- 13.09% |
N/A
|
31.3K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
18+ 1.6% |
N/A
|
1.14K
$143K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8- 6.3% |
N/A
|
119
$14.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-40- 0.73% |
N/A
|
5.46K
$683K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
354+ 10.46% |
N/A
|
3.74K
$468K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-75- 5.89% |
N/A
|
1.2K
$150K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
384+ 12.07% |
N/A
|
3.57K
$446K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.84K- 4.71% |
N/A
|
57.5K
$7.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.49K- 15.58% |
N/A
|
13.5K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-83.7K- 6.32% |
N/A
|
1.24M
$155M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.1KNew |
N/A
|
14.1K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
710New |
N/A
|
710
$88.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
9.37K+ 25.16% |
N/A
|
46.6K
$5.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
3.1K+ 1.75% |
N/A
|
180K
$22.5M
|