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 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
567+ 14.91% |
N/A
|
4.37K
$547K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-233- 14.45% |
N/A
|
1.38K
$173K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
5+ 0.01% |
N/A
|
70.1K
$8.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.19K+ 0.68% |
N/A
|
177K
$22.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-102- 7.16% |
N/A
|
1.32K
$166K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
24+ 0.33% |
N/A
|
7.37K
$922K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.65K+ 4.69% |
N/A
|
148K
$18.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
7.94K+ 16.38% |
N/A
|
56.4K
$7.07M
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-1.08K- 2.29% |
N/A
|
45.9K
$5.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1- 0.06% |
N/A
|
1.7K
$212K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-18- 13.43% |
N/A
|
116
$14.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
113+ 0.8% |
N/A
|
14.3K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.24K- 37.6% |
N/A
|
2.06K
$258K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-21- 1.07% |
N/A
|
1.94K
$242K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.2KNew |
N/A
|
7.2K
$902K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
790New |
N/A
|
790
$98.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
7.06K+ 45.53% |
N/A
|
22.6K
$2.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Maj Invest Holding A
|
BUY
|
- |
963KNew |
N/A
|
963K
$121M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.21K- 4.8% |
N/A
|
63.7K
$7.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
244+ 2.01% |
N/A
|
12.4K
$1.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 0.43% |
N/A
|
2.58K
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-165- 10.83% |
N/A
|
1.36K
$170K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
720+ 2.03% |
N/A
|
36.1K
$4.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
569+ 16.06% |
N/A
|
4.11K
$515K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.23KNew |
N/A
|
1.23K
$154K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
75+ 1.68% |
N/A
|
4.55K
$569K
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-13.6K- 26.92% |
N/A
|
36.8K
$4.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.6K- 33.33% |
N/A
|
3.2K
$401K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$1.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
390+ 6.15% |
N/A
|
6.73K
$843K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-12.7K- 2.05% |
N/A
|
607K
$76M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-624- 1.37% |
N/A
|
44.9K
$5.62M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.14K- 3.06% |
N/A
|
36K
$4.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.21K- 11.05% |
N/A
|
9.77K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
334+ 4.4% |
N/A
|
7.92K
$991K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
566+ 13.61% |
N/A
|
4.73K
$592K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
112+ 5.8% |
N/A
|
2.04K
$256K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.23KNew |
N/A
|
1.23K
$154K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-3.5K- 1.65% |
N/A
|
209K
$26.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.1KNew |
N/A
|
2.1K
$263K
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
38.2KNew |
N/A
|
38.2K
$4.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.86K+ 4.18% |
N/A
|
46.3K
$5.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-256- 21.51% |
N/A
|
934
$117K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.15K- 28.22% |
N/A
|
2.93K
$367K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
555+ 31.61% |
N/A
|
2.31K
$289K
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-931- 2.16% |
N/A
|
42.1K
$5.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-204- 4.92% |
N/A
|
3.95K
$494K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.23KNew |
N/A
|
1.23K
$154K
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.97K- 3.22% |
N/A
|
89.3K
$11.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-124- 0.09% |
N/A
|
140K
$17.5M
|