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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
5.71KNew |
N/A
|
5.71K
$714K
|
|
Jan 12, 2024
Q4 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
2.9K+ 28.88% |
N/A
|
13K
$1.62M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
91+ 2.32% |
N/A
|
4.01K
$502K
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-4.54K- 71.1% |
N/A
|
1.85K
$231K
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-47- 1.44% |
N/A
|
3.21K
$402K
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.4K+ 22.86% |
N/A
|
7.52K
$942K
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-186- 2.07% |
N/A
|
8.82K
$1.1M
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
1.67KNew |
N/A
|
1.67K
$209K
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$189K
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.54% |
N/A
|
2.94K
$368K
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-12- 0.63% |
N/A
|
1.9K
$238K
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-734- 11.23% |
N/A
|
5.8K
$727K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
365+ 3.54% |
N/A
|
10.7K
$1.34M
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
34New |
N/A
|
34
$4.26K
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
834New |
N/A
|
834
$104K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-260- 5.63% |
N/A
|
4.36K
$546K
|
|
Q3 2023 | |||||||
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
230+ 48.63% |
$28.4K - $29.9K
|
703
$88K
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-69.6K- 95.37% |
$8.6M - $9.05M
|
3.38K
$423K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
22+ 0.57% |
$2.72K - $2.86K
|
3.88K
$486K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
848New |
$105K - $110K
|
848
$106K
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.78KNew |
$838K - $882K
|
6.78K
$849K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
681+ 8.47% |
$84.1K - $88.6K
|
8.72K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
100KNew |
$12.4M - $13M
|
100K
$12.5M
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.55K+ 58.58% |
$192K - $202K
|
4.2K
$526K
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
12KNew |
$1.48M - $1.56M
|
12K
$1.5M
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
PUT |
13.5KNew |
$1.67M - $1.76M
|
13.5K
$1.69M
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
58New |
$7.16K - $7.54K
|
58
$7.26K
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
40New |
$4.94K - $5.2K
|
40
$5.01K
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-3.17K- 38.38% |
$391K - $412K
|
5.09K
$637K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.89KNew |
$1.22M - $1.29M
|
9.89K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
960K+ 47.6% |
$119M - $125M
|
2.98M
$373M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-10.3K- 50.0% |
$1.27M - $1.34M
|
10.3K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
14KNew |
$1.72M - $1.82M
|
14K
$1.75M
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
213+ 12.17% |
$26.3K - $27.7K
|
1.96K
$246K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-708- 9.24% |
$87.4K - $92.1K
|
6.96K
$871K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
14New |
$1.73K - $1.82K
|
14
$1.75K
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-510- 6.35% |
$63K - $66.3K
|
7.53K
$942K
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
48KNew |
$5.93M - $6.24M
|
48K
$6.01M
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-30- 13.51% |
$3.71K - $3.9K
|
192
$24K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
100+ 75.76% |
$12.4K - $13K
|
232
$29K
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.33K+ 9.01% |
$165K - $173K
|
16.1K
$2.02M
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
12KNew |
$1.48M - $1.56M
|
12K
$1.5M
|
|
Nov 13, 2023
Q3 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-240- 0.35% |
$29.6K - $31.2K
|
67.4K
$8.43M
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
69.1KNew |
$8.53M - $8.99M
|
69.1K
$8.65M
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
4.58KNew |
$565K - $595K
|
4.58K
$573K
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
80+ 1.75% |
$9.88K - $10.4K
|
4.66K
$583K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
36+ 2.33% |
$4.45K - $4.68K
|
1.58K
$198K
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
SELL
|
- |
-5.24K- 69.38% |
$647K - $682K
|
2.31K
$290K
|
|
Nov 08, 2023
Q3 2023
|
Tiff Advisory Services Inc
|
SELL
|
- |
-13.1K- 24.22% |
$1.62M - $1.7M
|
41K
$5.13M
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20- 2.93% |
$2.47K - $2.6K
|
662
$82.9K
|