Latest Institutional Transactions on Fidelity National Information Services, Inc. (FIS)
This table provides information on the latest institutional transactions involving Fidelity National Information Services, Inc. (FIS) 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-10- 90.91% |
$544 - $621
|
1
$81.6
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-21- 75.0% |
$1.14K - $1.3K
|
7
$571
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
41New |
$2.23K - $2.55K
|
41
$3.35K
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-100- 1.56% |
$5.44K - $6.21K
|
6.31K
$515K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
9New |
$490 - $559
|
9
$734
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-200- 56.98% |
$10.9K - $12.4K
|
151
$12.3K
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
9.01KNew |
$490K - $559K
|
9.01K
$735K
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-154K- 96.17% |
$8.38M - $9.57M
|
6.14K
$501K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
363New |
$19.7K - $22.5K
|
363
$29.6K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
83New |
$4.51K - $5.16K
|
83
$6.77K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-593- 5.97% |
$32.3K - $36.8K
|
9.34K
$762K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
300New |
$16.3K - $18.6K
|
300
$24.5K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
149New |
$8.1K - $9.26K
|
149
$12.2K
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
28.9KNew |
$1.57M - $1.8M
|
28.9K
$2.36M
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-294- 0.46% |
$16K - $18.3K
|
63.3K
$5.17M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.59KNew |
$249K - $285K
|
4.59K
$374K
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
220+ 12.51% |
$12K - $13.7K
|
1.98K
$161K
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-10K- 34.48% |
$544K - $621K
|
19K
$1.55M
|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-225K- 98.36% |
$12.3M - $14M
|
3.76K
$307K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
460+ 7.98% |
$25K - $28.6K
|
6.23K
$508K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
40New |
$2.18K - $2.48K
|
40
$3.26K
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
288+ 101.05% |
$15.7K - $17.9K
|
573
$46.8K
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
6.36K+ 2.84% |
$346K - $395K
|
230K
$18.8M
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-27- 67.5% |
$1.47K - $1.68K
|
13
$1.06K
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
410+ 2.74% |
$22.3K - $25.5K
|
15.4K
$1.25M
|
|
Q2 2023 | |||||||
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
196+ 239.02% |
$10.3K - $11.5K
|
278
$22.7K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-58Closed |
$3.04K - $3.41K
|
0
$0
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.35K+ 225.0% |
$70.8K - $79.3K
|
1.95K
$159K
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
5.7KNew |
$299K - $335K
|
5.7K
$465K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-29Closed |
$1.52K - $1.7K
|
0
$0
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.27K- 43.63% |
$486K - $544K
|
12K
$977K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-21- 56.76% |
$1.1K - $1.23K
|
16
$1.31K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3- 2.91% |
$157 - $176
|
100
$8.16K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.12KNew |
$58.8K - $65.8K
|
1.12K
$91.5K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
34+ 0.5% |
$1.78K - $2K
|
6.87K
$561K
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
253+ 1.68% |
$13.3K - $14.9K
|
15.3K
$1.25M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.47K- 12.58% |
$234K - $262K
|
31K
$2.53M
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-14.8K- 63.25% |
$776K - $869K
|
8.6K
$702K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-302- 5.23% |
$15.8K - $17.7K
|
5.47K
$446K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
9.72K+ 3889.6% |
$510K - $571K
|
9.97K
$814K
|
|
Aug 14, 2023
Q2 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
121K+ 37.51% |
$6.34M - $7.1M
|
443K
$36.2M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
80New |
$4.19K - $4.7K
|
80
$6.53K
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
114K+ 295.08% |
$5.97M - $6.69M
|
153K
$12.4M
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
4.51KNew |
$236K - $265K
|
4.51K
$368K
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.19K+ 165.57% |
$430K - $481K
|
13.1K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
5.16KNew |
$271K - $303K
|
5.16K
$421K
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-21- 15.91% |
$1.1K - $1.23K
|
111
$9.06K
|
|
Aug 14, 2023
Q2 2023
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-6.04K- 4.41% |
$317K - $355K
|
131K
$10.7M
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2K+ 55.56% |
$105K - $117K
|
5.6K
$457K
|