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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
296New |
N/A
|
296
$37.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.14KNew |
N/A
|
3.14K
$393K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
94+ 13.97% |
N/A
|
767
$96K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
N/A
|
1
$125
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
363+ 11.17% |
N/A
|
3.61K
$452K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.14% |
N/A
|
1.42K
$178K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
26+ 0.8% |
N/A
|
3.29K
$412K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
801+ 23.65% |
N/A
|
4.19K
$524K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
673+ 3.8% |
N/A
|
18.4K
$2.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10New |
N/A
|
10
$1.25K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1- 0.05% |
N/A
|
2.01K
$252K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
50+ 3.67% |
N/A
|
1.41K
$177K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
45+ 25.57% |
N/A
|
221
$27.7K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-60.6K- 33.32% |
N/A
|
121K
$15.2M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-447- 2.16% |
N/A
|
20.3K
$2.54M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
6.81MNew |
N/A
|
6.81M
$853M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-810- 76.92% |
N/A
|
243
$30.4K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$163K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$267K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-11- 0.03% |
N/A
|
32.8K
$4.11M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.67KNew |
N/A
|
1.67K
$209K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.26KNew |
N/A
|
1.26K
$158K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
4.23KNew |
N/A
|
4.23K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
28.8KNew |
N/A
|
28.8K
$3.61M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
4KNew |
N/A
|
4K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13New |
N/A
|
13
$1.63K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
16.7KNew |
N/A
|
16.7K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
10KNew |
N/A
|
10K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Point State Capital LP
New York, NY |
SELL
|
- |
-728K- 69.2% |
N/A
|
324K
$40.6M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-234- 1.86% |
N/A
|
12.3K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Opportunity Capital, LLC
Dallas, TX |
SELL
|
- |
-26.5K- 29.08% |
N/A
|
64.6K
$8.09M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$171K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
36+ 19.57% |
N/A
|
220
$27.5K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
9.5KNew |
N/A
|
9.5K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
963+ 22.58% |
N/A
|
5.23K
$655K
|
|
|
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
|
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
|
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
|
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
|
|