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 |
---|---|---|---|---|---|---|---|
Nov 12, 2019
Q3 2019
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1.08KClosed |
$99.7K - $117K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
69New |
$6.38K - $7.5K
|
69
$8.64K
|
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
15.8KNew |
$1.46M - $1.71M
|
15.8K
$1.97M
|
|
Nov 08, 2019
Q3 2019
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-7.9KClosed |
$731K - $859K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-3.31KClosed |
$306K - $359K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-2.9KClosed |
$268K - $315K
|
0
$0
|
|
Q2 2019 | |||||||
Sep 13, 2021
Q2 2019
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
400+ 40.0% |
$33.1K - $36.7K
|
1.4K
$175K
|
|
Aug 14, 2019
Q2 2019
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-120KClosed |
$9.9M - $11M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
CALL |
-30KClosed |
$2.48M - $2.75M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
72.5KNew |
$5.99M - $6.65M
|
72.5K
$9.08M
|
|
Aug 14, 2019
Q2 2019
|
Angelo Gordon & Co., L.P.
New York, NY |
SELL
|
PUT |
-75.1KClosed |
$6.21M - $6.89M
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-154Closed |
$12.7K - $14.1K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Water Island Capital LLC
New York, NY |
SELL
|
- |
-723Closed |
$59.8K - $66.3K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-24Closed |
$1.98K - $2.2K
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Barbara Oil Co.
Chicago, IL |
BUY
|
- |
9K+ 300.0% |
$744K - $825K
|
12K
$1.5M
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-164Closed |
$13.6K - $15K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-179Closed |
$14.8K - $16.4K
|
0
$0
|
|
Jul 17, 2019
Q2 2019
|
Round Table Services, LLC
|
SELL
|
- |
-2.52KClosed |
$208K - $231K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.54KClosed |
$127K - $141K
|
0
$0
|
|
Q1 2019 | |||||||
Jun 14, 2019
Q1 2019
|
Toews Corp
|
SELL
|
- |
-13.8KClosed |
$968K - $1.22M
|
0
$0
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-60Closed |
$4.21K - $5.3K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-8Closed |
$561 - $706
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Wolverine Asset Management LLC
|
SELL
|
CALL |
-5KClosed |
$351K - $441K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-34Closed |
$2.38K - $3K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4Closed |
$280 - $353
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Fusion Family Wealth LLC
|
SELL
|
- |
-40Closed |
$2.8K - $3.53K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-8Closed |
$561 - $706
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-210Closed |
$14.7K - $18.5K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-722Closed |
$50.6K - $63.7K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Keystone Financial Group
|
BUY
|
- |
2.98KNew |
$209K - $263K
|
2.98K
$373K
|
|
Apr 04, 2019
Q1 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.1KClosed |
$217K - $273K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$13.8K - $16.4K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.48KClosed |
$171K - $203K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-16.4KClosed |
$1.13M - $1.34M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Greenhouse Funds Lllp
Baltimore, MD |
SELL
|
- |
-50.1KClosed |
$3.46M - $4.1M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.57KNew |
$384K - $456K
|
5.57K
$697K
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.6KClosed |
$110K - $131K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Axel Capital Management, LLC
|
SELL
|
- |
-40KClosed |
$2.76M - $3.27M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Unigestion Holding Sa
|
SELL
|
- |
-24.3KClosed |
$1.68M - $1.99M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-398KClosed |
$27.5M - $32.6M
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-895Closed |
$61.8K - $73.3K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-84Closed |
$5.8K - $6.88K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-40Closed |
$2.76K - $3.27K
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
Scout Investments, Inc.
|
SELL
|
- |
-205KClosed |
$14.1M - $16.8M
|
0
$0
|
|
Q3 2018 | |||||||
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-8.07KClosed |
$601K - $665K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1KClosed |
$74.4K - $82.4K
|
0
$0
|
|
Oct 29, 2018
Q3 2018
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-62Closed |
$4.61K - $5.11K
|
0
$0
|
|
Oct 10, 2018
Q3 2018
|
Divergent Wealth Advisors
|
SELL
|
- |
-360Closed |
$26.8K - $29.7K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 15, 2018
Q2 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-336Closed |
$23.2K - $25.7K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-12.2KClosed |
$843K - $934K
|
0
$0
|