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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-158K- 5.78% |
N/A
|
2.58M
$323M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-11.4K- 4.04% |
N/A
|
270K
$33.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 6.84% |
N/A
|
27.7K
$3.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$166K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-201- 11.14% |
N/A
|
1.6K
$201K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.18KNew |
N/A
|
2.18K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-951- 15.27% |
N/A
|
5.28K
$661K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-216- 1.69% |
N/A
|
12.5K
$1.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
42+ 0.54% |
N/A
|
7.84K
$981K
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
6.37K+ 10.11% |
N/A
|
69.4K
$8.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.1K+ 20.03% |
N/A
|
90.4K
$11.3M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
221+ 5.29% |
N/A
|
4.4K
$550K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4+ 0.19% |
N/A
|
2.07K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-101- 6.59% |
N/A
|
1.43K
$179K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-368- 2.02% |
N/A
|
17.9K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.49K- 18.96% |
N/A
|
10.6K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
35+ 5.89% |
N/A
|
629
$78.8K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.85K+ 34.72% |
N/A
|
11.1K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-61- 1.89% |
N/A
|
3.16K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-70- 1.27% |
N/A
|
5.46K
$683K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
185+ 3.27% |
N/A
|
5.84K
$731K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-150- 0.46% |
N/A
|
32.2K
$4.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7.09K+ 244.26% |
N/A
|
9.99K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.19K+ 8.72% |
N/A
|
27.3K
$3.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
220New |
N/A
|
220
$27.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.53K- 22.24% |
N/A
|
12.3K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
2.59K+ 8.49% |
N/A
|
33.1K
$4.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75+ 0.75% |
N/A
|
10.1K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-715- 3.57% |
N/A
|
19.3K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
79New |
N/A
|
79
$9.89K
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-400- 0.05% |
N/A
|
759K
$95M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-54.6K- 10.72% |
N/A
|
455K
$57M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
18.3K+ 127.77% |
N/A
|
32.6K
$4.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
14K+ 264.15% |
N/A
|
19.3K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.16K- 0.42% |
N/A
|
276K
$34.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Troy Asset Management LTD
|
BUY
|
- |
29.5K+ 11.08% |
N/A
|
296K
$37M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
59+ 7.63% |
N/A
|
832
$104K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.4K
$551K
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-5.85K- 2.11% |
N/A
|
272K
$34M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
N/A
|
1
$125
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
417+ 12.85% |
N/A
|
3.66K
$458K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
25+ 0.26% |
N/A
|
9.78K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
30New |
N/A
|
30
$3.76K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.23KNew |
N/A
|
1.23K
$154K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-650- 23.34% |
N/A
|
2.14K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.38KNew |
N/A
|
3.38K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-126- 5.83% |
N/A
|
2.04K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-130- 4.27% |
N/A
|
2.92K
$365K
|