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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-42- 8.33% |
N/A
|
462
$57.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30+ 49.18% |
N/A
|
91
$11.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.42KNew |
N/A
|
1.42K
$178K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-133- 0.99% |
N/A
|
13.3K
$1.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-51.8K- 14.31% |
N/A
|
310K
$38.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-300- 85.96% |
N/A
|
49
$6.13K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
125+ 0.66% |
N/A
|
19.2K
$2.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
139+ 6.72% |
N/A
|
2.21K
$276K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
N/A
|
21
$2.63K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-411- 96.03% |
N/A
|
17
$2.13K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 35.9% |
N/A
|
100
$12.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
206New |
N/A
|
206
$25.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
548+ 182.06% |
N/A
|
849
$106K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
200+ 100.0% |
N/A
|
400
$50.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.4K- 2.57% |
N/A
|
129K
$16.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
1.83K+ 106.4% |
N/A
|
3.55K
$444K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
66+ 2.53% |
N/A
|
2.68K
$335K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.8K- 4.75% |
N/A
|
36.2K
$4.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-437- 0.58% |
N/A
|
75.1K
$9.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
91New |
N/A
|
91
$11.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.92K+ 147.01% |
N/A
|
3.23K
$404K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6- 0.4% |
N/A
|
1.5K
$188K
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
68+ 4.61% |
N/A
|
1.54K
$193K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
38New |
N/A
|
38
$4.76K
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.29K- 1.51% |
N/A
|
150K
$18.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-12.8K- 3.84% |
N/A
|
320K
$40M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
493+ 2.73% |
N/A
|
18.5K
$2.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-814- 19.31% |
N/A
|
3.4K
$426K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-146- 11.07% |
N/A
|
1.17K
$147K
|
|
|
Jul 19, 2024
Q2 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-26.4K- 15.7% |
N/A
|
142K
$17.8M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-507- 2.99% |
N/A
|
16.4K
$2.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
352+ 1.09% |
N/A
|
32.8K
$4.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 0.31% |
N/A
|
959
$120K
|
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
90KNew |
N/A
|
90K
$11.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
99+ 4.91% |
N/A
|
2.12K
$265K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
109+ 8.12% |
N/A
|
1.45K
$182K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
668+ 27.0% |
N/A
|
3.14K
$393K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
296New |
N/A
|
296
$37.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 12.82% |
N/A
|
44
$5.51K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.14KNew |
N/A
|
3.14K
$393K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-527- 10.64% |
N/A
|
4.43K
$554K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
94+ 13.97% |
N/A
|
767
$96K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
105+ 0.44% |
N/A
|
23.9K
$3M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22+ 0.97% |
N/A
|
2.3K
$288K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
BUY
|
- |
126K+ 23.18% |
N/A
|
672K
$84.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-28- 0.47% |
N/A
|
5.96K
$746K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-391- 47.86% |
N/A
|
426
$53.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
11+ 0.34% |
N/A
|
3.21K
$402K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
58+ 9.67% |
N/A
|
658
$82.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
N/A
|
1
$125
|