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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
95+ 1.48% |
N/A
|
6.49K
$813K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-7.45K- 50.69% |
N/A
|
7.25K
$907K
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-19.2K- 10.4% |
N/A
|
165K
$20.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-47- 0.59% |
N/A
|
7.91K
$991K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-16- 1.04% |
N/A
|
1.53K
$191K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
488+ 0.49% |
N/A
|
99.9K
$12.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.26KNew |
N/A
|
1.26K
$158K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-8- 0.2% |
N/A
|
3.97K
$497K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-316- 7.53% |
N/A
|
3.88K
$486K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5+ 0.19% |
N/A
|
2.58K
$323K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
92.5K+ 84.28% |
N/A
|
202K
$25.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.01K+ 61.13% |
N/A
|
7.92K
$992K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.14K- 3.4% |
N/A
|
32.3K
$4.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.49K+ 5.16% |
N/A
|
91.5K
$11.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
17.4K+ 8700.0% |
N/A
|
17.6K
$2.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
73+ 2.67% |
N/A
|
2.81K
$351K
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
SELL
|
- |
-1.07K- 5.3% |
N/A
|
19.2K
$2.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
24.9K+ 27.79% |
N/A
|
114K
$14.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
207+ 0.4% |
N/A
|
52.2K
$6.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-300- 1.44% |
N/A
|
20.5K
$2.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.51K- 43.25% |
N/A
|
3.29K
$412K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-925- 9.05% |
N/A
|
9.3K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-275- 7.1% |
N/A
|
3.6K
$451K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.49K- 28.13% |
N/A
|
6.36K
$797K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-50- 0.62% |
N/A
|
7.96K
$997K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.19K- 3.16% |
N/A
|
36.4K
$4.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
943+ 41.4% |
N/A
|
3.22K
$403K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6- 0.05% |
N/A
|
12.1K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-404- 0.65% |
N/A
|
61.8K
$7.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.54K+ 46.38% |
N/A
|
4.87K
$609K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.36K- 27.89% |
N/A
|
13.9K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.45K+ 4.87% |
N/A
|
74.3K
$9.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-71- 1.61% |
N/A
|
4.33K
$542K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.63K- 15.56% |
N/A
|
8.83K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$141K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-989- 30.9% |
N/A
|
2.21K
$277K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3- 0.22% |
N/A
|
1.37K
$171K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
44+ 2.84% |
N/A
|
1.59K
$199K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$166K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7- 1.1% |
N/A
|
631
$79K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.05K- 1.65% |
N/A
|
122K
$15.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-4- 9.52% |
N/A
|
38
$4.76K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
100New |
N/A
|
100
$12.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-15- 0.71% |
N/A
|
2.09K
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-30- 1.99% |
N/A
|
1.48K
$185K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.26K- 0.9% |
N/A
|
139K
$17.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
82+ 3.3% |
N/A
|
2.57K
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-222- 1.19% |
N/A
|
18.5K
$2.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
SELL
|
- |
-14K- 6.08% |
N/A
|
216K
$27.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
676+ 0.93% |
N/A
|
73.4K
$9.2M
|