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 |
---|---|---|---|---|---|---|---|
Aug 10, 2020
Q2 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-32Closed |
$2.76K - $3.51K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-446Closed |
$38.4K - $48.9K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.88KClosed |
$335K - $425K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-21.1KClosed |
$1.82M - $2.32M
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-2.47KClosed |
$212K - $270K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Emerald Advisers, LLC
|
SELL
|
- |
-13.1KClosed |
$1.13M - $1.44M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-163Closed |
$14K - $17.9K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-114KClosed |
$9.83M - $12.5M
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-3.46KClosed |
$298K - $379K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-3.54KClosed |
$305K - $387K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Fny Investment Advisers, LLC
|
SELL
|
PUT |
-5Closed |
$431 - $548
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-3.4KClosed |
$293K - $372K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-15Closed |
$1.16K - $1.86K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-626Closed |
$48.2K - $77.6K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Archon Partners LLC
Princeton Junction, NJ |
SELL
|
- |
-26K- 10.44% |
$2M - $3.22M
|
223K
$27.9M
|
|
May 15, 2020
Q1 2020
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-3.25KClosed |
$250K - $403K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$77 - $124
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
45.5K+ 968.09% |
$3.5M - $5.64M
|
50.2K
$6.29M
|
|
May 15, 2020
Q1 2020
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-1.8KClosed |
$139K - $223K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2.7KClosed |
$208K - $335K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Ao Asset Management, LP
New York, NY |
SELL
|
- |
-104KClosed |
$7.99M - $12.9M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Crescent Park Management, L.P.
East Palo Alto, CA |
SELL
|
- |
-141KClosed |
$10.8M - $17.4M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.05KClosed |
$157K - $253K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-22.5KClosed |
$1.73M - $2.79M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-21.2KClosed |
$1.63M - $2.63M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.13KClosed |
$86.6K - $139K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.75KClosed |
$135K - $217K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-284Closed |
$21.9K - $35.2K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.74KClosed |
$134K - $216K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-640Closed |
$49.3K - $79.3K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Nine Masts Capital LTD
|
SELL
|
- |
-3Closed |
$231 - $372
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Nine Masts Capital LTD
|
SELL
|
PUT |
-6.2KClosed |
$477K - $768K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Ninepoint Partners LP
|
SELL
|
- |
-29.5KClosed |
$2.27M - $3.66M
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-6Closed |
$462 - $743
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-1.89KClosed |
$145K - $234K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-33.5KClosed |
$2.58M - $4.15M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-4.8KClosed |
$370K - $595K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-6.57KClosed |
$506K - $813K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
500New |
$38.5K - $61.9K
|
500
$62.6K
|
|
Apr 10, 2020
Q1 2020
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.84KClosed |
$142K - $228K
|
0
$0
|
|
Q4 2019 | |||||||
May 14, 2020
Q4 2019
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
7.6KNew |
$766K - $890K
|
7.6K
$952K
|
|
Feb 14, 2020
Q4 2019
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.03KClosed |
$103K - $120K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Atalan Capital Partners, LP
New York, NY |
SELL
|
- |
-310KClosed |
$31.2M - $36.3M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-10KClosed |
$1.01M - $1.17M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
PUT |
-10KClosed |
$1.01M - $1.17M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Martin Currie LTD
Edinburgh, X0 |
SELL
|
- |
-52.3KClosed |
$5.27M - $6.13M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.54KNew |
$155K - $180K
|
1.54K
$193K
|
|
Feb 12, 2020
Q4 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-28.5KClosed |
$2.88M - $3.34M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.64KClosed |
$266K - $309K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-20Closed |
$2.02K - $2.34K
|
0
$0
|