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 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
15.6KNew |
N/A
|
15.6K
$1.95M
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$140K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-616- 23.04% |
N/A
|
2.06K
$258K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.17KNew |
N/A
|
1.17K
$147K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.85K+ 63.84% |
N/A
|
4.76K
$596K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.67K+ 1.76% |
N/A
|
212K
$26.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-3.11K- 50.38% |
N/A
|
3.06K
$384K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-55- 70.51% |
N/A
|
23
$2.88K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
199+ 1.47% |
N/A
|
13.7K
$1.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
700+ 55.64% |
N/A
|
1.96K
$245K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
4.97KNew |
N/A
|
4.97K
$622K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-391- 2.69% |
N/A
|
14.1K
$1.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-230- 7.47% |
N/A
|
2.85K
$357K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
129+ 1.16% |
N/A
|
11.3K
$1.41M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.62K- 14.68% |
N/A
|
55.9K
$7M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.03K- 7.11% |
N/A
|
26.6K
$3.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.15KNew |
N/A
|
1.15K
$144K
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.78K+ 5.19% |
N/A
|
117K
$14.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.84K+ 18.63% |
N/A
|
11.7K
$1.47M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-117- 7.0% |
N/A
|
1.56K
$195K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-397- 4.32% |
N/A
|
8.8K
$1.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$148K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
17.2K+ 24.86% |
N/A
|
86.4K
$10.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-362- 1.87% |
N/A
|
19K
$2.38M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.9K- 23.88% |
N/A
|
15.6K
$1.96M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
44+ 2.34% |
N/A
|
1.93K
$241K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-640- 1.18% |
N/A
|
53.6K
$6.71M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-17- 0.96% |
N/A
|
1.75K
$219K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
919+ 12.34% |
N/A
|
8.36K
$1.05M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
2.74K+ 3.63% |
N/A
|
78.3K
$9.8M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.25K+ 2.42% |
N/A
|
137K
$17.2M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-2.48K- 5.09% |
N/A
|
46.3K
$5.79M
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.7K- 26.98% |
N/A
|
4.6K
$576K
|
|
|
Dec 12, 2024
Q2 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-234- 5.8% |
N/A
|
3.8K
$476K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-26- 0.3% |
N/A
|
8.7K
$1.09M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
246+ 18.61% |
N/A
|
1.57K
$196K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-16.6K- 14.46% |
N/A
|
97.9K
$12.3M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
40New |
N/A
|
40
$5.01K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
127+ 95.49% |
N/A
|
260
$32.6K
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-812- 7.33% |
N/A
|
10.3K
$1.29M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$269K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
400New |
N/A
|
400
$50.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$1.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-20- 1.13% |
N/A
|
1.75K
$219K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
97New |
N/A
|
97
$12.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2K+ 13.79% |
N/A
|
16.5K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.52KNew |
N/A
|
2.52K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
71.8KNew |
N/A
|
71.8K
$8.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
31.3KNew |
N/A
|
31.3K
$3.92M
|
|