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 |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
237+ 8.83% |
N/A
|
2.92K
$366K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
190New |
N/A
|
190
$23.8K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
176+ 1.14% |
N/A
|
15.7K
$1.96M
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
162New |
N/A
|
162
$20.3K
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
160New |
N/A
|
160
$20K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
130+ 45.45% |
N/A
|
416
$52.1K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
103New |
N/A
|
103
$12.9K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
91+ 2.32% |
N/A
|
4.01K
$502K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
75New |
N/A
|
75
$9.39K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
63New |
N/A
|
63
$7.89K
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
59New |
N/A
|
59
$7.39K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
55New |
N/A
|
55
$6.89K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35New |
N/A
|
35
$4.38K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
24New |
N/A
|
24
$3K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
23New |
N/A
|
23
$2.88K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
20New |
N/A
|
20
$2.5K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 112.5% |
N/A
|
34
$4.26K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1New |
N/A
|
1
$125
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
960K+ 47.6% |
$119M - $125M
|
2.98M
$373M
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
69.1KNew |
$8.53M - $8.99M
|
69.1K
$8.65M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
47.8KNew |
$5.91M - $6.22M
|
47.8K
$5.99M
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
20.1KNew |
$2.48M - $2.61M
|
20.1K
$2.51M
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
PUT |
13.5KNew |
$1.67M - $1.76M
|
13.5K
$1.69M
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$1.62M - $1.7M
|
13.1K
$1.64M
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
12KNew |
$1.48M - $1.56M
|
12K
$1.5M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
10.3KNew |
$1.27M - $1.34M
|
10.3K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.89KNew |
$1.22M - $1.29M
|
9.89K
$1.24M
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
4.58KNew |
$565K - $595K
|
4.58K
$573K
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
4.22KNew |
$521K - $548K
|
4.22K
$528K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.99K+ 13.74% |
$492K - $519K
|
33K
$4.13M
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.33K+ 9.01% |
$165K - $173K
|
16.1K
$2.02M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
872New |
$108K - $113K
|
872
$109K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
848New |
$105K - $110K
|
848
$106K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
681+ 8.47% |
$84.1K - $88.6K
|
8.72K
$1.09M
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
645+ 1.65% |
$79.7K - $83.9K
|
39.7K
$4.97M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
453+ 431.43% |
$56K - $58.9K
|
558
$69.9K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
332+ 17.36% |
$41K - $43.2K
|
2.24K
$281K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
200New |
$24.7K - $26K
|
200
$25K
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
154+ 320.83% |
$19K - $20K
|
202
$25.3K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
58New |
$7.16K - $7.54K
|
58
$7.26K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
36+ 2.33% |
$4.45K - $4.68K
|
1.58K
$198K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
22+ 0.57% |
$2.72K - $2.86K
|
3.88K
$486K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
20+ 0.19% |
$2.47K - $2.6K
|
10.7K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
14New |
$1.73K - $1.82K
|
14
$1.75K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.12% |
$741 - $780
|
5.21K
$652K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$494 - $520
|
4
$501
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$124 - $130
|
10.8K
$1.35M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1+ 0.02% |
$124 - $130
|
5.44K
$681K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
221K+ 9.33% |
$24.6M - $27.9M
|
2.59M
$324M
|
|
Aug 10, 2023
Q2 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
70.9KNew |
$7.91M - $8.94M
|
70.9K
$8.87M
|