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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.23K- 17.45% |
N/A
|
5.81K
$727K
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
BUY
|
- |
3.58KNew |
N/A
|
3.58K
$448K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-40- 75.47% |
N/A
|
13
$1.63K
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-2.29KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
9.18KNew |
N/A
|
9.18K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.7K+ 0.78% |
N/A
|
1.51M
$189M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
PUT |
-27.9K- 59.24% |
N/A
|
19.2K
$2.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-450- 0.76% |
N/A
|
58.4K
$7.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.81K+ 22.88% |
N/A
|
9.74K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-25.8K- 33.2% |
N/A
|
51.8K
$6.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-325- 2.73% |
N/A
|
11.6K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
77+ 3.68% |
N/A
|
2.17K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
441+ 35.08% |
N/A
|
1.7K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-7.56K- 1.33% |
N/A
|
561K
$70.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
17+ 2.83% |
N/A
|
617
$77.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-207- 9.22% |
N/A
|
2.04K
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-39.8K- 26.14% |
N/A
|
112K
$14.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
123+ 2.01% |
N/A
|
6.25K
$783K
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-4.23K- 4.97% |
N/A
|
81K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.8K+ 19.9% |
N/A
|
10.8K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
170KNew |
N/A
|
170K
$21.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
19K+ 3.29% |
N/A
|
597K
$74.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72+ 1.83% |
N/A
|
4K
$500K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
SELL
|
- |
-2.05K- 1.46% |
N/A
|
139K
$17.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.45K+ 57.92% |
N/A
|
6.67K
$835K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.9K+ 0.83% |
N/A
|
3.52M
$441M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
12+ 0.42% |
N/A
|
2.85K
$357K
|
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
SELL
|
- |
-1.87K- 2.27% |
N/A
|
80.4K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
230+ 1.57% |
N/A
|
14.9K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
267+ 0.12% |
N/A
|
216K
$27M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-98- 41.53% |
N/A
|
138
$17.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-274- 3.41% |
N/A
|
7.77K
$973K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-292K- 2.79% |
N/A
|
10.2M
$1.27B
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-282- 0.61% |
N/A
|
45.8K
$5.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3K+ 176.4% |
N/A
|
16.1K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-771- 1.57% |
N/A
|
48.4K
$6.06M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
39K+ 49.03% |
N/A
|
119K
$14.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.21K- 1.43% |
N/A
|
83.6K
$10.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
85+ 0.3% |
N/A
|
28.1K
$3.52M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
118+ 2.22% |
N/A
|
5.43K
$679K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.37K+ 7.87% |
N/A
|
32.4K
$4.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.59K+ 19.05% |
N/A
|
9.94K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
55.6K+ 10.54% |
N/A
|
583K
$73M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
551+ 9.13% |
N/A
|
6.59K
$825K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
238+ 0.4% |
N/A
|
59K
$7.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
9.65K+ 17.9% |
N/A
|
63.6K
$7.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-291- 4.69% |
N/A
|
5.92K
$741K
|