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 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.97K+ 6.37% |
N/A
|
32.9K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-270- 7.61% |
N/A
|
3.28K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
705New |
N/A
|
705
$88.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
46K+ 111.12% |
N/A
|
87.5K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-38- 2.68% |
N/A
|
1.38K
$173K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.43K- 2.78% |
N/A
|
49.9K
$6.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
370+ 3.78% |
N/A
|
10.2K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-102- 1.93% |
N/A
|
5.19K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.28K- 0.76% |
N/A
|
166K
$20.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8.96K- 17.51% |
N/A
|
42.2K
$5.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-367- 14.45% |
N/A
|
2.17K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-483K- 99.51% |
N/A
|
2.36K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
704+ 283.87% |
N/A
|
952
$119K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
16.9K+ 655.43% |
N/A
|
19.5K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-30.6K- 5.12% |
N/A
|
567K
$71M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-11.3K- 6.27% |
N/A
|
168K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.52KNew |
N/A
|
3.52K
$441K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.99MNew |
N/A
|
2.99M
$375M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$171K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 0.26% |
N/A
|
11.9K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-23.6K- 10.98% |
N/A
|
191K
$23.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.22K- 48.49% |
N/A
|
1.3K
$162K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-103- 1.18% |
N/A
|
8.61K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
235+ 8.73% |
N/A
|
2.93K
$367K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-21.8K- 2.44% |
N/A
|
875K
$110M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
39.2K+ 23.53% |
N/A
|
206K
$25.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.11K- 15.06% |
N/A
|
17.5K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-300- 1.07% |
N/A
|
27.8K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.11KNew |
N/A
|
6.11K
$765K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4- 0.27% |
N/A
|
1.5K
$187K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.05K+ 100.1% |
N/A
|
6.09K
$762K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-30- 1.37% |
N/A
|
2.16K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.41KNew |
N/A
|
1.41K
$176K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
23.4K+ 491.87% |
N/A
|
28.2K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1- 0.1% |
N/A
|
956
$120K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.53K+ 9.25% |
N/A
|
18.1K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
3.25KNew |
N/A
|
3.25K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.4K+ 1.89% |
N/A
|
237K
$29.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.3K- 2.7% |
N/A
|
46.8K
$5.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
2.46KNew |
N/A
|
2.46K
$308K
|
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
101+ 0.34% |
N/A
|
29.7K
$3.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
32.6K+ 14.45% |
N/A
|
258K
$32.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45+ 1.11% |
N/A
|
4.11K
$514K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
480+ 3.09% |
N/A
|
16K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-708- 9.18% |
N/A
|
7.01K
$877K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.32% |
N/A
|
314
$39.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-59- 3.68% |
N/A
|
1.55K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
975New |
N/A
|
975
$122K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-200- 28.57% |
N/A
|
500
$62.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-466- 17.2% |
N/A
|
2.24K
$281K
|