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 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
262+ 10.5% |
N/A
|
2.76K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
23+ 31.51% |
N/A
|
96
$12K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4- 4.08% |
N/A
|
94
$11.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.01K- 2.1% |
N/A
|
47.1K
$5.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-92- 1.54% |
N/A
|
5.87K
$734K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-542- 2.75% |
N/A
|
19.2K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
29New |
N/A
|
29
$3.63K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-353- 14.06% |
N/A
|
2.16K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-104K- 97.98% |
N/A
|
2.15K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.07KNew |
N/A
|
1.07K
$134K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
14+ 0.72% |
N/A
|
1.97K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
832+ 5.23% |
N/A
|
16.8K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.8K- 5.56% |
N/A
|
30.6K
$3.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.15K- 3.17% |
N/A
|
35.2K
$4.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
550+ 21.29% |
N/A
|
3.13K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
284+ 0.47% |
N/A
|
60.8K
$7.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-331- 1.41% |
N/A
|
23.2K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-208- 3.96% |
N/A
|
5.05K
$632K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.79KNew |
N/A
|
1.79K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-107K- 27.82% |
N/A
|
277K
$34.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-6.22K- 44.75% |
N/A
|
7.68K
$961K
|
|
|
Jan 29, 2025
Q4 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-150- 1.29% |
N/A
|
11.5K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.31K- 6.17% |
N/A
|
50.3K
$6.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 9.09% |
N/A
|
72
$9.01K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
106+ 0.53% |
N/A
|
20.1K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
594+ 2.69% |
N/A
|
22.7K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
50+ 6.14% |
N/A
|
864
$108K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-75- 4.31% |
N/A
|
1.67K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-17- 0.13% |
N/A
|
13.3K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
321+ 1.43% |
N/A
|
22.8K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-80- 0.16% |
N/A
|
50.5K
$6.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
494+ 12.32% |
N/A
|
4.51K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-6.55K- 5.08% |
N/A
|
123K
$15.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 13.16% |
N/A
|
43
$5.38K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-20- 0.26% |
N/A
|
7.77K
$973K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.55K- 3.81% |
N/A
|
39.1K
$4.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-272- 0.76% |
N/A
|
35.7K
$4.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.34K- 4.0% |
N/A
|
32.2K
$4.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
71+ 2.51% |
N/A
|
2.9K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$157K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
11.9KNew |
N/A
|
11.9K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.07KNew |
N/A
|
1.07K
$134K
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-83- 0.25% |
N/A
|
32.6K
$4.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11K+ 10.58% |
N/A
|
115K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-17.3K- 1.32% |
N/A
|
1.3M
$163M
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-5.2K- 26.13% |
N/A
|
14.7K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
28.7KNew |
N/A
|
28.7K
$3.6M
|
|
|
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
|