Latest Institutional Transactions on Fiserv Inc (FISV)
This table provides information on the latest institutional transactions involving Fiserv Inc (FISV) 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 |
---|---|---|---|---|---|---|---|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-21- 1.07% |
N/A
|
1.95K
$244K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.27K- 30.78% |
N/A
|
5.1K
$638K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.65K- 3.39% |
N/A
|
47K
$5.88M
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-42- 2.16% |
N/A
|
1.9K
$238K
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.72KNew |
N/A
|
2.72K
$340K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
80New |
N/A
|
80
$10K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
648+ 21.3% |
N/A
|
3.69K
$462K
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.25K- 15.3% |
N/A
|
6.93K
$868K
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
10.4K+ 637.25% |
N/A
|
12.1K
$1.51M
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-11- 0.03% |
N/A
|
32.8K
$4.11M
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.67KNew |
N/A
|
1.67K
$209K
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.66K+ 0.83% |
N/A
|
203K
$25.4M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.5K+ 234.87% |
N/A
|
99K
$12.4M
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
157New |
N/A
|
157
$19.7K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-226- 1.49% |
N/A
|
14.9K
$1.87M
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
329KNew |
N/A
|
329K
$41.1M
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-92- 0.82% |
N/A
|
11.1K
$1.39M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
100+ 1.16% |
N/A
|
8.71K
$1.09M
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-492- 62.04% |
N/A
|
301
$37.7K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-25- 1.08% |
N/A
|
2.3K
$288K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.61K+ 2.95% |
N/A
|
56K
$7.01M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-940- 16.52% |
N/A
|
4.75K
$595K
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-7.32K- 7.07% |
N/A
|
96.2K
$12M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
195+ 1.62% |
N/A
|
12.2K
$1.53M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.26KNew |
N/A
|
1.26K
$158K
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
660+ 11.11% |
N/A
|
6.6K
$827K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 22.83% |
N/A
|
156
$19.5K
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.49K- 3.24% |
N/A
|
44.6K
$5.59M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$163K
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-13- 0.07% |
N/A
|
19.2K
$2.41M
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-2.32K- 13.41% |
N/A
|
15K
$1.88M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
513+ 2.96% |
N/A
|
17.9K
$2.24M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
112+ 5.24% |
N/A
|
2.25K
$282K
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.39K- 12.27% |
N/A
|
9.96K
$1.25M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.93M- 83.47% |
N/A
|
381K
$47.7M
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.35K+ 12.34% |
N/A
|
12.3K
$1.54M
|
|
May 15, 2024
Q1 2024
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.7K+ 22.88% |
N/A
|
14.5K
$1.82M
|
|
May 15, 2024
Q1 2024
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-12K- 11.11% |
N/A
|
96K
$12M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
17.6KNew |
N/A
|
17.6K
$2.2M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
4.23KNew |
N/A
|
4.23K
$529K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.19K+ 2.82% |
N/A
|
43.4K
$5.44M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
489K+ 48.49% |
N/A
|
1.5M
$188M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
7.9K+ 20.15% |
N/A
|
47.1K
$5.9M
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-382- 1.82% |
N/A
|
20.6K
$2.58M
|
|
May 15, 2024
Q1 2024
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
313K+ 335.57% |
N/A
|
407K
$50.9M
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
36.3K+ 8.28% |
N/A
|
474K
$59.4M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-69.1K- 74.37% |
N/A
|
23.8K
$2.98M
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.23K+ 2.13% |
N/A
|
107K
$13.4M
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
12.3K+ 109.94% |
N/A
|
23.6K
$2.95M
|