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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
200New |
$17.7K - $20.9K
|
200
$25K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
180New |
$15.9K - $18.9K
|
180
$22.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
140New |
$12.4K - $14.7K
|
140
$17.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
100+ 3.03% |
$8.84K - $10.5K
|
3.4K
$426K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
96New |
$8.48K - $10.1K
|
96
$12K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
68New |
$6.01K - $7.12K
|
68
$8.51K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18+ 6.12% |
$1.59K - $1.89K
|
312
$39.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
16+ 22.22% |
$1.41K - $1.68K
|
88
$11K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
12New |
$1.06K - $1.26K
|
12
$1.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2New |
$177 - $209
|
2
$250
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
BUY
|
- |
232KNew |
$21.4M - $25.3M
|
232K
$29M
|
|
|
Oct 17, 2023
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
PUT |
135KNew |
$12.5M - $14.8M
|
135K
$16.9M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
15.2KNew |
$1.41M - $1.67M
|
15.2K
$1.9M
|
|
|
May 13, 2022
Q1 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
12K+ 120.0% |
$1.11M - $1.31M
|
22K
$2.75M
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
10.3KNew |
$952K - $1.13M
|
10.3K
$1.29M
|
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
4.1KNew |
$380K - $449K
|
4.1K
$513K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2.12KNew |
$197K - $233K
|
2.12K
$266K
|
|
|
May 13, 2022
Q1 2022
|
Dryden Capital, LLC
Miami, FL |
BUY
|
- |
2K+ 40.0% |
$185K - $219K
|
7K
$876K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
678+ 29.29% |
$62.8K - $74.2K
|
2.99K
$375K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
300New |
$27.8K - $32.8K
|
300
$37.6K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
120KNew |
$11.5M - $13.4M
|
120K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
18K+ 60.0% |
$1.72M - $2M
|
48K
$6.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$1.18M - $1.37M
|
12.3K
$1.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
2.73KNew |
$261K - $304K
|
2.73K
$342K
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.63KNew |
$252K - $293K
|
2.63K
$330K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.54KNew |
$243K - $283K
|
2.54K
$318K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
2.42KNew |
$231K - $269K
|
2.42K
$303K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
2.4KNew |
$229K - $267K
|
2.4K
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1.05KNew |
$100K - $117K
|
1.05K
$131K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
846New |
$80.8K - $94.2K
|
846
$106K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
400New |
$38.2K - $44.5K
|
400
$50.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
124New |
$11.8K - $13.8K
|
124
$15.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
50New |
$4.78K - $5.56K
|
50
$6.26K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
40New |
$3.82K - $4.45K
|
40
$5.01K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
10+ 50.0% |
$956 - $1.11K
|
30
$3.76K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
80KNew |
$8.5M - $9.53M
|
80K
$10M
|
|
|
Oct 28, 2021
Q3 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
CALL |
10K+ 100.0% |
$1.06M - $1.19M
|
20K
$2.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.3KNew |
$245K - $274K
|
2.3K
$288K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.04K+ 6.58% |
$217K - $243K
|
33K
$4.14M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
600New |
$63.7K - $71.5K
|
600
$75.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
95New |
$10.1K - $11.3K
|
95
$11.9K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Incline Global Management LLC
New York, NY |
BUY
|
CALL |
135KNew |
$14.4M - $17.1M
|
135K
$16.9M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
108KNew |
$11.5M - $13.6M
|
108K
$13.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
34.8K+ 228.95% |
$3.71M - $4.4M
|
50K
$6.26M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
11.8KNew |
$1.26M - $1.49M
|
11.8K
$1.48M
|
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
10KNew |
$1.07M - $1.27M
|
10K
$1.25M
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
5.2KNew |
$554K - $658K
|
5.2K
$651K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.55KNew |
$485K - $576K
|
4.55K
$570K
|
|
|
Aug 13, 2021
Q2 2021
|
Shay Capital LLC
New York, NY |
BUY
|
- |
841+ 22.98% |
$89.6K - $106K
|
4.5K
$563K
|
|