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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
180+ 12.36% |
N/A
|
1.64K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
85+ 0.02% |
N/A
|
494K
$61.8M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.93K- 14.51% |
N/A
|
11.4K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.48K- 11.39% |
N/A
|
19.3K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.19KNew |
N/A
|
3.19K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-223- 0.91% |
N/A
|
24.2K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-75- 0.85% |
N/A
|
8.74K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
580+ 16.08% |
N/A
|
4.19K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
991+ 1.92% |
N/A
|
52.7K
$6.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.51K+ 48.93% |
N/A
|
16.8K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-137K- 82.23% |
N/A
|
29.7K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
291New |
N/A
|
291
$36.4K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.5K+ 1.55% |
N/A
|
98.3K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Soditic Asset Management LLP
London, X0 |
SELL
|
- |
-99.5K- 48.65% |
N/A
|
105K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
6.75KNew |
N/A
|
6.75K
$845K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-750- 25.86% |
N/A
|
2.15K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-15.3K- 59.26% |
N/A
|
10.5K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-500- 24.24% |
N/A
|
1.56K
$196K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.8K- 1.02% |
N/A
|
174K
$21.8M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-9.54K- 99.97% |
N/A
|
3
$376
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-59- 24.79% |
N/A
|
179
$22.4K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-23- 2.61% |
N/A
|
859
$108K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
44New |
N/A
|
44
$5.51K
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.87KNew |
N/A
|
1.87K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
PUT |
33.9K+ 188.33% |
N/A
|
51.9K
$6.5M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
407+ 3.09% |
N/A
|
13.6K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.1KNew |
N/A
|
3.1K
$388K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-65.8K- 6.0% |
N/A
|
1.03M
$129M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-103- 5.08% |
N/A
|
1.92K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
48.7KNew |
N/A
|
48.7K
$6.1M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
5.2KNew |
N/A
|
5.2K
$651K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-23- 1.32% |
N/A
|
1.72K
$215K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.24K+ 1.2% |
N/A
|
104K
$13.1M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.61K+ 254.03% |
N/A
|
2.24K
$281K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
73+ 0.75% |
N/A
|
9.78K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-520- 6.1% |
N/A
|
8K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-739- 29.71% |
N/A
|
1.75K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 2.33% |
N/A
|
4.2K
$526K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
35+ 0.7% |
N/A
|
5.07K
$634K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
402New |
N/A
|
402
$50.3K
|
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
300+ 16.22% |
N/A
|
2.15K
$269K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-115- 5.4% |
N/A
|
2.02K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$171K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
75New |
N/A
|
75
$9.39K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7New |
N/A
|
7
$876
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 48.37% |
N/A
|
3.36K
$421K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
100New |
N/A
|
100
$12.5K
|