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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20- 40.0% |
$2.23K - $2.52K
|
30
$3.76K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-42- 2.06% |
$4.69K - $5.3K
|
2K
$250K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-147- 35.08% |
$16.4K - $18.5K
|
272
$34.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
74New |
$8.26K - $9.34K
|
74
$9.26K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.68KNew |
$187K - $211K
|
1.68K
$210K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$112 - $126
|
1
$125
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.69KNew |
$188K - $213K
|
1.69K
$211K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-225- 0.68% |
$25.1K - $28.4K
|
32.8K
$4.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
579New |
$64.6K - $73K
|
579
$72.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
309+ 2.32% |
$34.5K - $39K
|
13.6K
$1.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-308K- 99.37% |
$34.4M - $38.9M
|
1.96K
$245K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.36K- 61.53% |
$151K - $171K
|
847
$106K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$1.82M - $2.05M
|
16.3K
$2.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.24KNew |
$474K - $535K
|
4.24K
$531K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$11.2K - $12.6K
|
100
$12.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
432+ 5.07% |
$48.2K - $54.5K
|
8.96K
$1.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-802- 6.25% |
$89.5K - $101K
|
12K
$1.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
37.4KNew |
$4.18M - $4.72M
|
37.4K
$4.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
75New |
$8.37K - $9.46K
|
75
$9.39K
|
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
SELL
|
- |
-100- 2.26% |
$11.2K - $12.6K
|
4.33K
$542K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$1.18M - $1.34M
|
10.6K
$1.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-360- 16.43% |
$40.2K - $45.4K
|
1.83K
$229K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.9K+ 1.1% |
$189K - $225K
|
174K
$21.8M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-920Closed |
$91.4K - $109K
|
0
$0
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-180- 9.05% |
$17.9K - $21.3K
|
1.81K
$226K
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-43.5K- 12.52% |
$4.32M - $5.14M
|
304K
$38.1M
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
8.97KNew |
$892K - $1.06M
|
8.97K
$1.12M
|
|
|
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-15K- 20.0% |
$1.49M - $1.77M
|
60K
$7.51M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
39.5KNew |
$3.93M - $4.67M
|
39.5K
$4.95M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-4.25K- 15.86% |
$423K - $503K
|
22.6K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.33K- 1.08% |
$231K - $275K
|
213K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-7.76K- 69.09% |
$772K - $918K
|
3.47K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-94.8K- 24.8% |
$9.43M - $11.2M
|
288K
$36M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
3.97KNew |
$395K - $470K
|
3.97K
$497K
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.9KNew |
$388K - $461K
|
3.9K
$488K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
844New |
$83.9K - $99.8K
|
844
$106K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.41KNew |
$836K - $994K
|
8.41K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
100KNew |
$9.94M - $11.8M
|
100K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
700+ 2.44% |
$69.6K - $82.8K
|
29.4K
$3.68M
|
|
|
May 12, 2023
Q1 2023
|
Noble Path Asset Management LP
New York, NY |
SELL
|
- |
-18.1K- 46.41% |
$1.8M - $2.14M
|
20.9K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.99KNew |
$197K - $235K
|
1.99K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Seth Klarman
Baupost Group LLC | Boston, Ma
|
SELL
|
- |
-1.47M- 73.36% |
$146M - $174M
|
533K
$66.8M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.32KNew |
$230K - $274K
|
2.32K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
172KNew |
$17.1M - $20.4M
|
172K
$21.5M
|
|
|
May 12, 2023
Q1 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
307KNew |
$30.5M - $36.3M
|
307K
$38.4M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.5K- 90.91% |
$249K - $296K
|
250
$31.3K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.44K+ 18.32% |
$143K - $170K
|
9.29K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-5.76K- 13.22% |
$572K - $681K
|
37.8K
$4.73M
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.03K- 16.91% |
$103K - $122K
|
5.07K
$635K
|
|
|
May 11, 2023
Q1 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
2.64K+ 62.3% |
$262K - $312K
|
6.88K
$861K
|
|