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 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
108+ 6.21% |
N/A
|
1.85K
$231K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
45+ 25.57% |
N/A
|
221
$27.7K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-45- 10.04% |
N/A
|
403
$50.5K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-70.6K- 25.05% |
N/A
|
211K
$26.4M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$163K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$267K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 0.22% |
N/A
|
23.2K
$2.9M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.72KNew |
N/A
|
2.72K
$340K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
80New |
N/A
|
80
$10K
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-11- 0.03% |
N/A
|
32.8K
$4.11M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.67KNew |
N/A
|
1.67K
$209K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.26KNew |
N/A
|
1.26K
$158K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
4.23KNew |
N/A
|
4.23K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
28.8KNew |
N/A
|
28.8K
$3.61M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-33.2K- 82.85% |
N/A
|
6.87K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
4KNew |
N/A
|
4K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13New |
N/A
|
13
$1.63K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
2.2K+ 52.38% |
N/A
|
6.4K
$801K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
16.7KNew |
N/A
|
16.7K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
10KNew |
N/A
|
10K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-284- 0.78% |
N/A
|
36.2K
$4.53M
|
|
|
May 15, 2024
Q1 2024
|
Point State Capital LP
New York, NY |
SELL
|
- |
-728K- 69.2% |
N/A
|
324K
$40.6M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-7K- 77.78% |
N/A
|
2K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-234- 1.86% |
N/A
|
12.3K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-7.9K- 12.56% |
N/A
|
55K
$6.89M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-438K- 74.33% |
N/A
|
151K
$19M
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Opportunity Capital, LLC
Dallas, TX |
SELL
|
- |
-26.5K- 29.08% |
N/A
|
64.6K
$8.09M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-640- 14.76% |
N/A
|
3.7K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$171K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
36+ 19.57% |
N/A
|
220
$27.5K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
9.5KNew |
N/A
|
9.5K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
963+ 22.58% |
N/A
|
5.23K
$655K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
180+ 12.36% |
N/A
|
1.64K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
85+ 0.02% |
N/A
|
494K
$61.8M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.93K- 14.51% |
N/A
|
11.4K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.48K- 11.39% |
N/A
|
19.3K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$188K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.19KNew |
N/A
|
3.19K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.38KNew |
N/A
|
1.38K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-223- 0.91% |
N/A
|
24.2K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-75- 0.85% |
N/A
|
8.74K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
580+ 16.08% |
N/A
|
4.19K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
991+ 1.92% |
N/A
|
52.7K
$6.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.51K+ 48.93% |
N/A
|
16.8K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-137K- 82.23% |
N/A
|
29.7K
$3.72M
|
|