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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
12+ 0.21% |
N/A
|
5.62K
$704K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.61K- 29.21% |
N/A
|
3.9K
$488K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
402+ 3.45% |
N/A
|
12.1K
$1.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7.8K- 89.46% |
N/A
|
919
$115K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-7.1K- 98.61% |
N/A
|
100
$12.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
231New |
N/A
|
231
$28.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
200New |
N/A
|
200
$25K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$200K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
504+ 150.45% |
N/A
|
839
$105K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.47KNew |
N/A
|
1.47K
$184K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.1KNew |
N/A
|
2.1K
$263K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-37.2K- 90.95% |
N/A
|
3.7K
$463K
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
46KNew |
N/A
|
46K
$5.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.35KNew |
N/A
|
1.35K
$169K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-170- 6.48% |
N/A
|
2.46K
$307K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
72+ 133.33% |
N/A
|
126
$15.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
7+ 0.28% |
N/A
|
2.49K
$312K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-52- 41.6% |
N/A
|
73
$9.14K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-21- 12.73% |
N/A
|
144
$18K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-16- 4.57% |
N/A
|
334
$41.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.49KNew |
N/A
|
1.49K
$187K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.35KNew |
N/A
|
1.35K
$169K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
25New |
N/A
|
25
$3.13K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-2.92K- 10.42% |
N/A
|
25.1K
$3.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
3.37KNew |
N/A
|
3.37K
$422K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
154KNew |
N/A
|
154K
$19.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10New |
N/A
|
10
$1.25K
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-228- 8.68% |
N/A
|
2.4K
$300K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-64- 2.36% |
N/A
|
2.64K
$331K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-150- 10.03% |
N/A
|
1.35K
$168K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.38KNew |
N/A
|
1.38K
$173K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$213K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.47K- 7.57% |
N/A
|
17.9K
$2.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 0.38% |
N/A
|
13.3K
$1.66M
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3.09K+ 0.96% |
N/A
|
325K
$40.7M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
293+ 1.04% |
N/A
|
28.5K
$3.57M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.3K- 98.1% |
N/A
|
64
$8.01K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-20- 2.73% |
N/A
|
712
$89.1K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
22KNew |
N/A
|
22K
$2.76M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1New |
N/A
|
1
$125
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.23K- 58.42% |
N/A
|
877
$110K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.23K- 16.07% |
N/A
|
6.4K
$801K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
98New |
N/A
|
98
$12.3K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35New |
N/A
|
35
$4.38K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
105KNew |
N/A
|
105K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
3.99KNew |
N/A
|
3.99K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.19K+ 37.78% |
N/A
|
4.35K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
3.8KNew |
N/A
|
3.8K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-19.8K- 44.3% |
N/A
|
24.9K
$3.12M
|
|