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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
21.5KNew |
N/A
|
21.5K
$2.7M
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
26+ 371.43% |
N/A
|
33
$4.13K
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-595- 1.66% |
N/A
|
35.2K
$4.41M
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.67K+ 19.91% |
N/A
|
10.1K
$1.26M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-99.4K- 4.83% |
N/A
|
1.96M
$246M
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-14K- 11.44% |
N/A
|
109K
$13.6M
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-500- 0.93% |
N/A
|
53.4K
$6.69M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
513+ 13.4% |
N/A
|
4.34K
$543K
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
3.41K+ 16.02% |
N/A
|
24.7K
$3.09M
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-38- 0.54% |
N/A
|
6.97K
$873K
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
114K+ 26.16% |
N/A
|
550K
$68.9M
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
4.81KNew |
N/A
|
4.81K
$602K
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.71K- 1.93% |
N/A
|
86.9K
$10.9M
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-27.5K- 5.29% |
N/A
|
492K
$61.6M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-204- 13.2% |
N/A
|
1.34K
$168K
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.54K- 5.88% |
N/A
|
153K
$19.1M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
698+ 15.14% |
N/A
|
5.31K
$664K
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-307- 12.89% |
N/A
|
2.08K
$260K
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-21.4K- 23.79% |
N/A
|
68.6K
$8.59M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
304+ 3.85% |
N/A
|
8.21K
$1.03M
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.44KNew |
N/A
|
6.44K
$806K
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-23.5K- 53.15% |
N/A
|
20.7K
$2.6M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
227K+ 17.06% |
N/A
|
1.56M
$195M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
10KNew |
N/A
|
10K
$1.25M
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-8- 0.56% |
N/A
|
1.42K
$178K
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.69KNew |
N/A
|
4.69K
$588K
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-20K- 9.43% |
N/A
|
192K
$24M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-109- 0.63% |
N/A
|
17.2K
$2.15M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-19.8K- 23.44% |
N/A
|
64.8K
$8.11M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.51K+ 112.94% |
N/A
|
14.2K
$1.77M
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-315- 0.92% |
N/A
|
33.8K
$4.24M
|
|
May 13, 2025
Q1 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.8K- 6.05% |
N/A
|
27.9K
$3.5M
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.61K+ 12.53% |
N/A
|
23.5K
$2.94M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-25- 0.23% |
N/A
|
10.8K
$1.35M
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.61K- 0.85% |
N/A
|
419K
$52.5M
|
|
May 13, 2025
Q1 2025
|
Black Creek Investment Management Inc.
Toronto, A6 |
BUY
|
- |
11.9K+ 19.36% |
N/A
|
73.3K
$9.18M
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.92K+ 2.86% |
N/A
|
105K
$13.1M
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-111- 0.25% |
N/A
|
44.1K
$5.52M
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-140K- 19.52% |
N/A
|
578K
$72.3M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.9K+ 33.32% |
N/A
|
91.7K
$11.5M
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
555K+ 74.5% |
N/A
|
1.3M
$163M
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
845K+ 7.1% |
N/A
|
12.7M
$1.59B
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-9.1K- 9.24% |
N/A
|
89.4K
$11.2M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.32K+ 26.01% |
N/A
|
11.3K
$1.41M
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.19K+ 0.97% |
N/A
|
229K
$28.7M
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-50.8K- 14.15% |
N/A
|
309K
$38.6M
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-421- 6.15% |
N/A
|
6.43K
$805K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
283+ 6.81% |
N/A
|
4.44K
$556K
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.65K- 19.12% |
N/A
|
15.4K
$1.93M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-520- 16.0% |
N/A
|
2.73K
$342K
|