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, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
160New |
N/A
|
160
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-42.2K- 33.02% |
N/A
|
85.5K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
21.6KNew |
N/A
|
21.6K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
63New |
N/A
|
63
$7.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
15.9KNew |
N/A
|
15.9K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
24New |
N/A
|
24
$3K
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
249KNew |
N/A
|
249K
$31.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-20- 1.09% |
N/A
|
1.82K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.22K+ 32.64% |
N/A
|
9.03K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
20New |
N/A
|
20
$2.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
SELL
|
- |
-2.13K- 47.96% |
N/A
|
2.32K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
PUT |
-2K- 7.84% |
N/A
|
23.5K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.86KNew |
N/A
|
1.86K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.09KNew |
N/A
|
3.09K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.88KNew |
N/A
|
7.88K
$986K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
55New |
N/A
|
55
$6.89K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.48KNew |
N/A
|
2.48K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Sixth Street Partners Management Company, L.P.
Dallas, TX |
SELL
|
- |
-170K- 25.37% |
N/A
|
500K
$62.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
190New |
N/A
|
190
$23.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
162New |
N/A
|
162
$20.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
54.1K+ 124.54% |
N/A
|
97.6K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 0.14% |
N/A
|
1.41K
$176K
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-51K- 38.61% |
N/A
|
81K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-435- 21.59% |
N/A
|
1.58K
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.06K+ 8.92% |
N/A
|
13K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
59New |
N/A
|
59
$7.39K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.35K- 11.05% |
N/A
|
10.9K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 112.5% |
N/A
|
34
$4.26K
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
811New |
N/A
|
811
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
75New |
N/A
|
75
$9.39K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-593- 16.23% |
N/A
|
3.06K
$383K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-197- 8.69% |
N/A
|
2.07K
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
2.45KNew |
N/A
|
2.45K
$306K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.05K+ 71.07% |
N/A
|
9.76K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
130+ 45.45% |
N/A
|
416
$52.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
176+ 1.14% |
N/A
|
15.7K
$1.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-34- 53.13% |
N/A
|
30
$3.76K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.54K+ 117.93% |
N/A
|
17.6K
$2.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
593New |
N/A
|
593
$74.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-6.23K- 2.08% |
N/A
|
293K
$36.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-32- 0.34% |
N/A
|
9.42K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-13- 15.12% |
N/A
|
73
$9.14K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
103New |
N/A
|
103
$12.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-2.91K- 21.66% |
N/A
|
10.5K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
655New |
N/A
|
655
$82K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$201K
|