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
Sep 08, 2023 Q2 2023	Dechtman Wealth Management, LLC Centennial, CO	BUY	-	2.19K New	$244K - $276K	2.19K $274K
Aug 14, 2023 Q2 2023	Quantamental Technologies LLC White Plains, NY	BUY	-	2.13K New	$237K - $268K	2.13K $266K
Aug 14, 2023 Q2 2023	Petrus Trust Company, Lta Dallas, TX	BUY	-	1.84K New	$205K - $232K	1.84K $230K
Aug 10, 2023 Q2 2023	Granite Shares Advisors LLC	BUY	-	1.73K New	$193K - $219K	1.73K $217K
Aug 14, 2023 Q2 2023	Union Savings Bank Litchfield, CT	BUY	-	1.7K New	$190K - $214K	1.7K $213K
Aug 03, 2023 Q2 2023	Hartline Investment Corp Winnetka, IL	BUY	-	1.69K New	$188K - $213K	1.69K $211K
Aug 04, 2023 Q2 2023	Oxbow Advisors, LLC Corpus Christi, TX	BUY	-	1.68K New	$187K - $211K	1.68K $210K
Aug 14, 2023 Q2 2023	Clear Street Markets LLC	BUY	-	766 + 1915.0%	$85.5K - $96.6K	806 $101K
Aug 10, 2023 Q2 2023	Wfa Of San Diego, LLC	BUY	-	720 New	$80.3K - $90.8K	720 $90.1K
Aug 15, 2023 Q2 2023	First Capital Advisors Group, Llc. Little Silver, NJ	BUY	-	697 New	$77.8K - $87.9K	697 $87.3K
Aug 01, 2023 Q2 2023	Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.	BUY	-	579 New	$64.6K - $73K	579 $72.5K
Aug 11, 2023 Q2 2023	Vident Investment Advisory, LLC Alpharetta, GA	BUY	-	520 + 0.49%	$58K - $65.6K	106K $13.3M
Jul 25, 2023 Q2 2023	Wt Wealth Management	BUY	-	432 + 5.07%	$48.2K - $54.5K	8.96K $1.12M
Jul 31, 2023 Q2 2023	Tiaa, Fsb St. Louis, MO	BUY	-	309 + 2.32%	$34.5K - $39K	13.6K $1.71M
Aug 16, 2023 Q2 2023	Pca Investment Advisory Services Inc. Cincinnati, OH	BUY	-	212 New	$23.7K - $26.7K	212 $26.5K
Aug 14, 2023 Q2 2023	Lumature Wealth Partners, LLC Alpharetta, GA	BUY	-	127 + 4.03%	$14.2K - $16K	3.28K $411K
Jul 25, 2023 Q2 2023	Godsey & Gibb Associates	BUY	-	100 New	$11.2K - $12.6K	100 $12.5K
Aug 09, 2023 Q2 2023	Summit X, LLC Chesterfield, MO	BUY	-	94 + 4.64%	$10.5K - $11.9K	2.12K $265K
Nov 30, 2023 Q2 2023	Pfs Partners, LLC Mine Hill, NJ	BUY	-	90 New	$10K - $11.4K	90 $11.3K
Jul 18, 2023 Q2 2023	Fiduciary Alliance LLC Greenville, SC	BUY	-	75 New	$8.37K - $9.46K	75 $9.39K
Aug 07, 2023 Q2 2023	Mine & Arao Wealth Creation & Management, Llc. Campbell, CA	BUY	-	74 New	$8.26K - $9.34K	74 $9.26K
Aug 11, 2023 Q2 2023	Missouri Trust & Investment CO Springfield, MO	BUY	-	34 New	$3.79K - $4.29K	34 $4.26K
Aug 04, 2023 Q2 2023	Motco	BUY	-	1 New	$112 - $126	1 $125
Q1 2023
May 09, 2023 Q1 2023	Bank Of New York Mellon Corp New York, NY	BUY	-	4.77M New	$474M - $564M	4.77M $597M
May 12, 2023 Q1 2023	Eam Investors, LLC Solana Beach, CA	BUY	-	307K New	$30.5M - $36.3M	307K $38.4M
May 12, 2023 Q1 2023	Oribel Capital Management, LP New York, NY	BUY	CALL	172K New	$17.1M - $20.4M	172K $21.5M
May 15, 2023 Q1 2023	Honeycomb Asset Management LP New York, NY	BUY	-	100K New	$9.94M - $11.8M	100K $12.5M
May 10, 2023 Q1 2023	Twin Tree Management, LP Dallas, TX	BUY	-	83.2K New	$8.27M - $9.84M	83.2K $10.4M
May 15, 2023 Q1 2023	Boothbay Fund Management, LLC New York, NY	BUY	CALL	39.5K New	$3.93M - $4.67M	39.5K $4.95M
May 19, 2023 Q1 2023	Advanced Portfolio Management, LLC New York, NY	BUY	CALL	8.97K New	$892K - $1.06M	8.97K $1.12M
May 15, 2023 Q1 2023	Virtus ETF Advisers LLC New York, NY	BUY	-	8.41K New	$836K - $994K	8.41K $1.05M
May 08, 2023 Q1 2023	Greenup Street Wealth Management LLC	BUY	-	4.18K New	$415K - $494K	4.18K $523K
May 15, 2023 Q1 2023	Hbk Investments L P Dallas, TX	BUY	-	3.97K New	$395K - $470K	3.97K $497K
May 15, 2023 Q1 2023	Caas Capital Management LP New York, NY	BUY	-	3.9K New	$388K - $461K	3.9K $488K
Apr 27, 2023 Q1 2023	Matisse Capital	BUY	-	3.25K New	$323K - $384K	3.25K $407K
May 04, 2023 Q1 2023	Andesa Financial Management Inc.	BUY	-	3.04K + 98.61%	$302K - $360K	6.12K $767K
May 11, 2023 Q1 2023	Stf Management LP Frisco, TX	BUY	-	2.64K + 62.3%	$262K - $312K	6.88K $861K
May 01, 2023 Q1 2023	Cm Wealth Advisors LLC Beachwood, OH	BUY	-	2.41K New	$240K - $285K	2.41K $302K
May 12, 2023 Q1 2023	Sowell Financial Services LLC North Little Rock, AR	BUY	-	2.32K New	$230K - $274K	2.32K $290K
May 12, 2023 Q1 2023	Old Mission Capital LLC	BUY	-	1.99K New	$197K - $235K	1.99K $249K
Jan 10, 2025 Q1 2023	Nomura Asset Management CO LTD Tokyo, M0	BUY	-	1.9K + 1.1%	$189K - $225K	174K $21.8M
Apr 25, 2023 Q1 2023	Lodestar Private Asset Management LLC Alamo, CA	BUY	-	1.83K New	$182K - $216K	1.83K $229K
May 11, 2023 Q1 2023	Fortis Capital Management LLC	BUY	-	1.44K + 18.32%	$143K - $170K	9.29K $1.16M
May 15, 2023 Q1 2023	Systematic Alpha Investments, LLC Princeton, NJ	BUY	-	844 New	$83.9K - $99.8K	844 $106K
May 04, 2023 Q1 2023	Icici Prudential Asset Management CO LTD	BUY	-	833 + 26.12%	$82.8K - $98.5K	4.02K $504K
May 15, 2023 Q1 2023	Marshall Wace, LLP London, X0	BUY	PUT	700 + 2.44%	$69.6K - $82.8K	29.4K $3.68M
May 02, 2023 Q1 2023	Harel Insurance Investments & Financial Services Ltd.	BUY	-	593 New	$58.9K - $70.1K	593 $74.2K
Apr 25, 2023 Q1 2023	James Investment Research Inc	BUY	-	525 New	$52.2K - $62.1K	525 $65.7K
May 05, 2023 Q1 2023	Kalos Management, Inc. Alpharetta, GA	BUY	-	346 New	$34.4K - $40.9K	346 $43.3K
May 09, 2023 Q1 2023	Grey Fox Wealth Advisors, LLC Rockland, DE	BUY	-	76 New	$7.55K - $8.99K	76 $9.52K

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Latest Institutional Purchases of Fiserv Inc (FISV)

2.19K

2.13K

1.84K

1.73K

1.7K

1.69K

1.68K

766

720

697

579

520

432

309

212

127

100

94

90

75

74

34

1

4.77M

307K

172K

100K

83.2K

39.5K

8.97K

8.41K

4.18K

3.97K

3.9K

3.25K

3.04K

2.64K

2.41K

2.32K

1.99K

1.9K

1.83K

1.44K

844

833

700

593

525

346

76

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