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 10, 2022
Q4 2021
|
Owl Creek Asset Management, L.P.
New York, NY |
SELL
|
- |
-450KClosed |
$43M - $50M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-99- 99.0% |
$9.46K - $11K
|
1
$125
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-238Closed |
$22.7K - $26.5K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-128KClosed |
$12.2M - $14.3M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-25- 16.78% |
$2.39K - $2.78K
|
124
$15.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-49.1KClosed |
$4.69M - $5.46M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-2.29KClosed |
$219K - $255K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
846New |
$80.8K - $94.2K
|
846
$106K
|
|
|
Feb 08, 2022
Q4 2021
|
Robeco Schweiz Ag
|
SELL
|
- |
-69.3KClosed |
$6.62M - $7.71M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-24KClosed |
$2.29M - $2.67M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-51.5KClosed |
$4.92M - $5.73M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
2.4KNew |
$229K - $267K
|
2.4K
$300K
|
|
|
Feb 07, 2022
Q4 2021
|
Tesco Pension Investment LTD
|
SELL
|
- |
-1.06MClosed |
$102M - $118M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.28KClosed |
$218K - $254K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Tpi Fund Managers LTD
|
SELL
|
- |
-145KClosed |
$13.8M - $16.1M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-9.06KClosed |
$865K - $1.01M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-47.4KClosed |
$4.53M - $5.28M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.56KClosed |
$149K - $174K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
2.73KNew |
$261K - $304K
|
2.73K
$342K
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-3.25KClosed |
$311K - $362K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
CALL |
-100- 33.33% |
$9.56K - $11.1K
|
200
$25K
|
|
|
Jan 31, 2022
Q4 2021
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-102KClosed |
$9.75M - $11.4M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
50New |
$4.78K - $5.56K
|
50
$6.26K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-504Closed |
$48.2K - $56.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-46Closed |
$4.4K - $5.12K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Nkcfo LLC
|
SELL
|
- |
-30.2KClosed |
$2.89M - $3.36M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.73KClosed |
$165K - $192K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-26Closed |
$2.48K - $2.89K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-6.07KClosed |
$580K - $675K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
2.42KNew |
$231K - $269K
|
2.42K
$303K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-55Closed |
$5.26K - $6.12K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-68Closed |
$6.5K - $7.57K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-6.53KClosed |
$624K - $727K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-24.3KClosed |
$2.32M - $2.71M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-2.18KClosed |
$208K - $242K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Goodwin Daniel L
|
SELL
|
- |
-2.61KClosed |
$250K - $291K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-17.1KClosed |
$1.64M - $1.91M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
10+ 50.0% |
$956 - $1.11K
|
30
$3.76K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-72Closed |
$6.88K - $8.01K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.54KNew |
$243K - $283K
|
2.54K
$318K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-6.87KClosed |
$656K - $764K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.36KClosed |
$251K - $281K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.04K+ 6.58% |
$217K - $243K
|
33K
$4.14M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
600New |
$63.7K - $71.5K
|
600
$75.1K
|
|
|
Nov 19, 2021
Q3 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-18.4KClosed |
$1.96M - $2.2M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-6.37KClosed |
$677K - $759K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2.05KClosed |
$218K - $244K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-14.4KClosed |
$1.53M - $1.72M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-5KClosed |
$531K - $596K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-2.65KClosed |
$281K - $315K
|
0
$0
|
|