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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.7K+ 66.04% |
N/A
|
4.27K
$534K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.24K+ 1.2% |
N/A
|
104K
$13.1M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.61K+ 254.03% |
N/A
|
2.24K
$281K
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
2+ 0.09% |
N/A
|
2.12K
$265K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
119New |
N/A
|
119
$14.9K
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-9- 0.29% |
N/A
|
3.1K
$388K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$170K
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-115- 2.66% |
N/A
|
4.21K
$527K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.39KNew |
N/A
|
1.39K
$174K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-195- 2.58% |
N/A
|
7.37K
$923K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
73+ 0.75% |
N/A
|
9.78K
$1.22M
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-520- 6.1% |
N/A
|
8K
$1M
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
50+ 1.11% |
N/A
|
4.56K
$570K
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-39- 2.34% |
N/A
|
1.63K
$204K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
7New |
N/A
|
7
$876
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$161K
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-739- 29.71% |
N/A
|
1.75K
$219K
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 2.33% |
N/A
|
4.2K
$526K
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-4- 0.03% |
N/A
|
13.2K
$1.65M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 39.22% |
N/A
|
31
$3.88K
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-350- 55.12% |
N/A
|
285
$35.7K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
35+ 0.7% |
N/A
|
5.07K
$634K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-6- 8.7% |
N/A
|
63
$7.89K
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-100- 1.45% |
N/A
|
6.81K
$852K
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.98KNew |
N/A
|
6.98K
$874K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
81+ 144.64% |
N/A
|
137
$17.2K
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
16+ 0.69% |
N/A
|
2.33K
$292K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.21K- 43.41% |
N/A
|
1.57K
$197K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
402New |
N/A
|
402
$50.3K
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
300+ 16.22% |
N/A
|
2.15K
$269K
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-115- 5.4% |
N/A
|
2.02K
$252K
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$171K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
75New |
N/A
|
75
$9.39K
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7New |
N/A
|
7
$876
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$161K
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-7- 0.31% |
N/A
|
2.22K
$278K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 48.37% |
N/A
|
3.36K
$421K
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
100New |
N/A
|
100
$12.5K
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-50- 27.17% |
N/A
|
134
$16.8K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.09% |
N/A
|
6.39K
$800K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 1.33% |
N/A
|
223
$27.9K
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
26.5KNew |
N/A
|
26.5K
$3.32M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
41+ 128.13% |
N/A
|
73
$9.14K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 13.64% |
N/A
|
25
$3.13K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
PUT |
1.7KNew |
N/A
|
1.7K
$213K
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
1.9KNew |
N/A
|
1.9K
$238K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-109- 5.89% |
N/A
|
1.74K
$218K
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-210- 0.65% |
N/A
|
32.3K
$4.05M
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.38KNew |
N/A
|
1.38K
$173K
|