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 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.03K- 2.74% |
N/A
|
71.9K
$9.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.29K- 5.88% |
N/A
|
52.6K
$6.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-372- 17.07% |
N/A
|
1.81K
$226K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-217- 7.89% |
N/A
|
2.53K
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-18.9K- 12.13% |
N/A
|
137K
$17.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.44K+ 42.5% |
N/A
|
4.84K
$605K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
277New |
N/A
|
277
$34.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-453- 4.51% |
N/A
|
9.59K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-42- 1.46% |
N/A
|
2.84K
$356K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 8.69% |
N/A
|
12.6K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
48.3K+ 354.51% |
N/A
|
61.9K
$7.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
244New |
N/A
|
244
$30.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-333- 9.24% |
N/A
|
3.27K
$409K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
345+ 17.74% |
N/A
|
2.29K
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-652- 1.67% |
N/A
|
38.4K
$4.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
158+ 45.27% |
N/A
|
507
$63.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
165+ 3.67% |
N/A
|
4.66K
$583K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-950- 15.21% |
N/A
|
5.3K
$663K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
75+ 2.56% |
N/A
|
3.01K
$376K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-229- 8.93% |
N/A
|
2.33K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
37+ 3.4% |
N/A
|
1.13K
$141K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.45K- 4.82% |
N/A
|
108K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-50- 1.15% |
N/A
|
4.31K
$539K
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
SELL
|
- |
-27.5K- 7.01% |
N/A
|
364K
$45.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-35.6K- 1.65% |
N/A
|
2.12M
$266M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.17KNew |
N/A
|
1.17K
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 15.79% |
N/A
|
66
$8.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-35.2K- 4.89% |
N/A
|
686K
$85.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
28+ 90.32% |
N/A
|
59
$7.39K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-121K- 23.98% |
N/A
|
383K
$48M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-255- 10.69% |
N/A
|
2.13K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$178K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
214+ 8.02% |
N/A
|
2.88K
$361K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-3.55K- 26.59% |
N/A
|
9.81K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
51+ 1.66% |
N/A
|
3.12K
$390K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.22KNew |
N/A
|
1.22K
$153K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-259- 15.04% |
N/A
|
1.46K
$183K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
174+ 11.8% |
N/A
|
1.65K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-150- 1.46% |
N/A
|
10.1K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-40.5K- 1.92% |
N/A
|
2.06M
$258M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.6K+ 11.38% |
N/A
|
104K
$13M
|
|
|
Oct 17, 2024
Q3 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-46.1K- 8.7% |
N/A
|
484K
$60.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$1.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
382+ 16.44% |
N/A
|
2.71K
$339K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2- 0.05% |
N/A
|
3.91K
$489K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
69+ 1.44% |
N/A
|
4.86K
$608K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-412- 16.86% |
N/A
|
2.03K
$254K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$172K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
561+ 2.23% |
N/A
|
25.7K
$3.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.47% |
N/A
|
646
$80.9K
|