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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.87K- 18.72% |
N/A
|
8.14K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 42.31% |
N/A
|
37
$4.63K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
31+ 2.37% |
N/A
|
1.34K
$168K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
555+ 2.45% |
N/A
|
23.3K
$2.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.37K- 97.51% |
N/A
|
35
$4.38K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.51K+ 542.57% |
N/A
|
4.15K
$520K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.96K- 1.97% |
N/A
|
247K
$30.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
160+ 2.73% |
N/A
|
6.02K
$754K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
104New |
N/A
|
104
$13K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-996- 1.84% |
N/A
|
53.2K
$6.66M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.28K- 3.2% |
N/A
|
38.6K
$4.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-3.91K- 1.16% |
N/A
|
333K
$41.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
33+ 1.67% |
N/A
|
2.01K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
13+ 0.86% |
N/A
|
1.53K
$191K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
44+ 0.4% |
N/A
|
11.1K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
23+ 0.21% |
N/A
|
10.9K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-6- 0.01% |
N/A
|
97.1K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36+ 4.62% |
N/A
|
815
$102K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-93- 6.53% |
N/A
|
1.33K
$167K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.72K- 9.26% |
N/A
|
16.8K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-497- 6.01% |
N/A
|
7.77K
$973K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-9- 0.17% |
N/A
|
5.17K
$648K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.23K+ 15.59% |
N/A
|
9.11K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
735+ 11.04% |
N/A
|
7.39K
$925K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
7.12KNew |
N/A
|
7.12K
$891K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
N/A
|
2
$250
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
463+ 8.61% |
N/A
|
5.84K
$732K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
23K+ 24.41% |
N/A
|
117K
$14.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.89K+ 18.11% |
N/A
|
25.4K
$3.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
3.94K+ 16.06% |
N/A
|
28.5K
$3.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
879New |
N/A
|
879
$110K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
12.7K+ 13.43% |
N/A
|
107K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
C World Wide Group Holding A
|
SELL
|
- |
-161K- 8.29% |
N/A
|
1.78M
$223M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.29KNew |
N/A
|
5.29K
$663K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 3.8% |
N/A
|
382
$47.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
244New |
N/A
|
244
$30.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
224+ 3.02% |
N/A
|
7.64K
$957K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-546- 4.55% |
N/A
|
11.5K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
654New |
N/A
|
654
$81.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-323- 0.05% |
N/A
|
660K
$82.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-866- 3.73% |
N/A
|
22.4K
$2.8M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-119- 1.28% |
N/A
|
9.16K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 1.6% |
N/A
|
1.14K
$143K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-238- 2.83% |
N/A
|
8.16K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7.07KNew |
N/A
|
7.07K
$885K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4.34KNew |
N/A
|
4.34K
$543K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-372- 14.02% |
N/A
|
2.28K
$286K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
22+ 1.9% |
N/A
|
1.18K
$148K
|