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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Troy Asset Management LTD
|
BUY
|
- |
29.5K+ 11.08% |
N/A
|
296K
$37M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
48+ 1.81% |
N/A
|
2.69K
$337K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
59+ 7.63% |
N/A
|
832
$104K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$163K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8+ 3.33% |
N/A
|
248
$31K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-131- 2.73% |
N/A
|
4.67K
$585K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-660- 6.06% |
N/A
|
10.2K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
SELL
|
- |
-1.12K- 0.53% |
N/A
|
212K
$26.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
17.3K+ 1.59% |
N/A
|
1.1M
$138M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-314- 3.38% |
N/A
|
8.98K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.4K
$551K
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-5.85K- 2.11% |
N/A
|
272K
$34M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
N/A
|
1
$125
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.22K- 13.8% |
N/A
|
51.3K
$6.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-599- 27.41% |
N/A
|
1.59K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.06K+ 34.63% |
N/A
|
11.9K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
20+ 0.11% |
N/A
|
18.5K
$2.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
8.92K+ 27.44% |
N/A
|
41.4K
$5.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.05K+ 2.09% |
N/A
|
51.2K
$6.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-15- 0.03% |
N/A
|
46.8K
$5.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
417+ 12.85% |
N/A
|
3.66K
$458K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
767+ 16.66% |
N/A
|
5.37K
$673K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
25+ 0.26% |
N/A
|
9.78K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
30New |
N/A
|
30
$3.76K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.23KNew |
N/A
|
1.23K
$154K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-162- 0.18% |
N/A
|
89.8K
$11.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-650- 23.34% |
N/A
|
2.14K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.38KNew |
N/A
|
3.38K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-213- 1.04% |
N/A
|
20.3K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
478+ 1.8% |
N/A
|
27.1K
$3.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-204- 2.14% |
N/A
|
9.34K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
13.8K+ 2.98% |
N/A
|
476K
$59.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-126- 5.83% |
N/A
|
2.04K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-917- 25.28% |
N/A
|
2.71K
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-130- 4.27% |
N/A
|
2.92K
$365K
|
|
|
Oct 31, 2024
Q3 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
590+ 1.18% |
N/A
|
50.6K
$6.34M
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
SELL
|
- |
-5.52K- 8.11% |
N/A
|
62.6K
$7.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-960- 2.51% |
N/A
|
37.3K
$4.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-336- 1.18% |
N/A
|
28.3K
$3.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Palmer Knight CO
|
SELL
|
- |
-526- 1.08% |
N/A
|
48.4K
$6.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
67+ 0.5% |
N/A
|
13.5K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11- 0.8% |
N/A
|
1.36K
$170K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.01K- 1.67% |
N/A
|
118K
$14.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-67- 1.65% |
N/A
|
4.01K
$501K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-693- 1.71% |
N/A
|
39.8K
$4.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-187- 8.83% |
N/A
|
1.93K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
356+ 1.49% |
N/A
|
24.3K
$3.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.06K+ 15.79% |
N/A
|
22.5K
$2.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
195+ 12.44% |
N/A
|
1.76K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
4K+ 30.77% |
N/A
|
17K
$2.13M
|