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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
41+ 1.16% |
$3.85K - $4.32K
|
3.58K
$448K
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
1.5KNew |
$141K - $158K
|
1.5K
$188K
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-1.58K- 31.24% |
$149K - $167K
|
3.49K
$437K
|
|
Feb 14, 2023
Q4 2022
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
- |
3.35K+ 0.89% |
$315K - $353K
|
378K
$47.3M
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
42.3KNew |
$3.98M - $4.46M
|
42.3K
$5.3M
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
21.2KNew |
$1.99M - $2.23M
|
21.2K
$2.65M
|
|
Feb 14, 2023
Q4 2022
|
Contour Asset Management LLC
New York, NY |
SELL
|
- |
-326K- 36.55% |
$30.6M - $34.3M
|
565K
$70.7M
|
|
Feb 14, 2023
Q4 2022
|
Hitchwood Capital Management LP
New York, NY |
SELL
|
- |
-20K- 13.33% |
$1.88M - $2.11M
|
130K
$16.3M
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
16.2K+ 10.92% |
$1.52M - $1.71M
|
165K
$20.6M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
28.9KNew |
$2.71M - $3.04M
|
28.9K
$3.61M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$4.7K - $5.27K
|
50
$6.26K
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.4KNew |
$414K - $464K
|
4.4K
$551K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.17KNew |
$110K - $123K
|
1.17K
$146K
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.04K- 35.36% |
$97.9K - $110K
|
1.9K
$238K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
214+ 6.29% |
$20.1K - $22.6K
|
3.61K
$452K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
379New |
$35.6K - $40K
|
379
$47.5K
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$220K - $247K
|
2.34K
$293K
|
|
Feb 13, 2023
Q4 2022
|
Fernbridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
77KNew |
$7.24M - $8.12M
|
77K
$9.65M
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-123- 4.6% |
$11.6K - $13K
|
2.55K
$320K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
872New |
$82K - $92K
|
872
$109K
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
10KNew |
$940K - $1.05M
|
10K
$1.25M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.46K+ 245.26% |
$513K - $575K
|
7.68K
$962K
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Ruffer LLP
|
SELL
|
- |
-4K- 28.57% |
$376K - $422K
|
10K
$1.25M
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-202- 1.47% |
$19K - $21.3K
|
13.5K
$1.7M
|
|
Feb 10, 2023
Q4 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
25K+ 380.87% |
$2.35M - $2.64M
|
31.6K
$3.95M
|
|
Feb 09, 2023
Q4 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-67.5K- 59.93% |
$6.35M - $7.12M
|
45.1K
$5.65M
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
2.1KNew |
$197K - $221K
|
2.1K
$262K
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
218New |
$20.5K - $23K
|
218
$27.3K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
CALL |
2.26KNew |
$212K - $238K
|
2.26K
$283K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
185New |
$17.4K - $19.5K
|
185
$23.2K
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$411K - $461K
|
4.38K
$548K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.81KNew |
$358K - $401K
|
3.81K
$476K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2KNew |
$188K - $211K
|
2K
$251K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-200- 1.02% |
$18.8K - $21.1K
|
19.5K
$2.44M
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
21+ 0.78% |
$1.97K - $2.21K
|
2.73K
$342K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.69K- 9.85% |
$629K - $706K
|
61.2K
$7.67M
|
|
Feb 06, 2023
Q4 2022
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-95.2K- 8.11% |
$8.95M - $10M
|
1.08M
$135M
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-371K- 99.06% |
$34.8M - $39.1M
|
3.52K
$441K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
15+ 0.21% |
$1.41K - $1.58K
|
7.27K
$910K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 2.09% |
$4.7K - $5.27K
|
2.44K
$305K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
67New |
$6.3K - $7.07K
|
67
$8.39K
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
SELL
|
- |
-1.62K- 7.58% |
$152K - $171K
|
19.7K
$2.47M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.5KNew |
$235K - $264K
|
2.5K
$313K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
32New |
$3.01K - $3.37K
|
32
$4.01K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-130- 8.85% |
$12.2K - $13.7K
|
1.34K
$168K
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-155- 0.72% |
$14.6K - $16.3K
|
21.4K
$2.68M
|
|
Jan 26, 2023
Q4 2022
|
Jlb & Associates Inc
|
BUY
|
- |
2.08KNew |
$195K - $219K
|
2.08K
$260K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
100+ 0.38% |
$9.4K - $10.5K
|
26.7K
$3.34M
|
|
Jan 20, 2023
Q4 2022
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-2.75K- 55.0% |
$259K - $290K
|
2.25K
$282K
|