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 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
33New |
N/A
|
33
$4.13K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
13+ 0.25% |
N/A
|
5.19K
$649K
|
|
|
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
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-300- 85.96% |
N/A
|
49
$6.13K
|
|
|
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
|
West Oak Capital, LLC
|
BUY
|
- |
200+ 100.0% |
N/A
|
400
$50.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
1.83K+ 106.4% |
N/A
|
3.55K
$444K
|
|
|
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 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
38New |
N/A
|
38
$4.76K
|
|
|
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
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
90KNew |
N/A
|
90K
$11.3M
|
|
|
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
|
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
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22+ 0.97% |
N/A
|
2.3K
$288K
|
|
|
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
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
363+ 11.17% |
N/A
|
3.61K
$452K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-200- 8.02% |
N/A
|
2.3K
$287K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 0.46% |
N/A
|
5.4K
$676K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.14% |
N/A
|
1.42K
$178K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-989- 80.67% |
N/A
|
237
$29.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8- 0.06% |
N/A
|
12.9K
$1.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
488+ 7.76% |
N/A
|
6.78K
$848K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
26+ 0.8% |
N/A
|
3.29K
$412K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-19- 4.56% |
N/A
|
398
$49.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
20KNew |
N/A
|
20K
$2.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
801+ 23.65% |
N/A
|
4.19K
$524K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-37- 0.92% |
N/A
|
4K
$500K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.1K- 12.54% |
N/A
|
21.6K
$2.71M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
200+ 8.24% |
N/A
|
2.63K
$329K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
121+ 58.17% |
N/A
|
329
$41.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
673+ 3.8% |
N/A
|
18.4K
$2.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10New |
N/A
|
10
$1.25K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-10- 0.34% |
N/A
|
2.97K
$371K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1- 0.05% |
N/A
|
2.01K
$252K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
50+ 3.67% |
N/A
|
1.41K
$177K
|