Latest Institutional Purchases of Fiserv Inc (FISV)
This list provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
44+ 0.58% |
N/A
|
7.6K
$951K
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
42+ 0.15% |
N/A
|
28.1K
$3.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
42+ 0.54% |
N/A
|
7.84K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
37+ 1.48% |
N/A
|
2.54K
$318K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
37+ 0.63% |
N/A
|
5.91K
$740K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
36+ 1.31% |
N/A
|
2.78K
$348K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
35+ 0.48% |
N/A
|
7.36K
$921K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
35+ 5.89% |
N/A
|
629
$78.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
31+ 2.05% |
N/A
|
1.54K
$193K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
30New |
N/A
|
30
$3.76K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
28+ 90.32% |
N/A
|
59
$7.39K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
26+ 1.86% |
N/A
|
1.43K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
25+ 1.18% |
N/A
|
2.15K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
25+ 0.26% |
N/A
|
9.78K
$1.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
22+ 0.25% |
N/A
|
8.83K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
20+ 0.37% |
N/A
|
5.49K
$687K
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
19+ 0.06% |
N/A
|
34.3K
$4.29M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
18+ 0.09% |
N/A
|
20.8K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
17+ 2.08% |
N/A
|
836
$105K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
16+ 1.18% |
N/A
|
1.38K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
16+ 0.48% |
N/A
|
3.34K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
16+ 0.53% |
N/A
|
3.03K
$379K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15+ 51.72% |
N/A
|
44
$5.51K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
14New |
N/A
|
14
$1.75K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13New |
N/A
|
13
$1.63K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
12+ 0.35% |
N/A
|
3.4K
$426K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
12+ 0.42% |
N/A
|
2.86K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12+ 12.9% |
N/A
|
105
$13.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
11+ 0.29% |
N/A
|
3.83K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 84.62% |
N/A
|
24
$3K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.03% |
N/A
|
29.5K
$3.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
9+ 0.3% |
N/A
|
3.04K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.72% |
N/A
|
302
$37.8K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8New |
N/A
|
8
$1K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
7+ 0.5% |
N/A
|
1.42K
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
7+ 1.75% |
N/A
|
408
$51.1K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
N/A
|
6
$751
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.37% |
N/A
|
1.35K
$169K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5+ 0.19% |
N/A
|
2.58K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 2.23% |
N/A
|
183
$22.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4+ 0.05% |
N/A
|
8.07K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4New |
N/A
|
4
$501
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4+ 0.19% |
N/A
|
2.07K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 0.04% |
N/A
|
2.74K
$343K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.4K
$551K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
N/A
|
1
$125
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
471K+ 3.29% |
N/A
|
14.8M
$1.85B
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
199K+ 90.46% |
N/A
|
420K
$52.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
170KNew |
N/A
|
170K
$21.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
141KNew |
N/A
|
141K
$17.6M
|
|