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 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.01KNew |
N/A
|
1.01K
$127K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-1- 0.78% |
N/A
|
128
$16K
|
|
|
Jan 15, 2025
Q4 2024
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
BUY
|
- |
2K+ 6.06% |
N/A
|
35K
$4.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$166K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-75- 4.82% |
N/A
|
1.48K
$185K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-86- 2.15% |
N/A
|
3.91K
$490K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.06K- 12.39% |
N/A
|
7.52K
$942K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
83+ 6.92% |
N/A
|
1.28K
$161K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.08KNew |
N/A
|
1.08K
$136K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-736- 32.97% |
N/A
|
1.5K
$187K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-244- 17.97% |
N/A
|
1.11K
$139K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-427- 10.47% |
N/A
|
3.65K
$457K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
3.47KNew |
N/A
|
3.47K
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
57+ 0.51% |
N/A
|
11.3K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
62New |
N/A
|
62
$7.76K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.09KNew |
N/A
|
1.09K
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
473KNew |
N/A
|
473K
$59.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-18- 2.85% |
N/A
|
613
$76.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8New |
N/A
|
8
$1K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
44+ 25.88% |
N/A
|
214
$26.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20+ 333.33% |
N/A
|
26
$3.26K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-262- 54.24% |
N/A
|
221
$27.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.26KNew |
N/A
|
1.26K
$157K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6.65K- 43.06% |
N/A
|
8.8K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
41+ 2.03% |
N/A
|
2.06K
$258K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$1.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-318- 4.23% |
N/A
|
7.21K
$902K
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
12+ 0.62% |
N/A
|
1.95K
$244K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
7.81K+ 31.25% |
N/A
|
32.8K
$4.11M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
9K+ 529.59% |
N/A
|
10.7K
$1.34M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-229- 16.64% |
N/A
|
1.15K
$144K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.21KNew |
N/A
|
1.21K
$152K
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
26.2KNew |
N/A
|
26.2K
$3.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.34KNew |
N/A
|
1.34K
$168K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13New |
N/A
|
13
$1.63K
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-4.78K- 27.83% |
N/A
|
12.4K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Harber Asset Management LLC
New York, NY |
SELL
|
- |
-9.58K- 26.96% |
N/A
|
25.9K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-5.5K- 35.36% |
N/A
|
10.1K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
16.1K+ 136.53% |
N/A
|
27.9K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-125- 5.97% |
N/A
|
1.97K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
188+ 10.3% |
N/A
|
2.01K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-284- 1.71% |
N/A
|
16.3K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.31KNew |
N/A
|
1.31K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
130KNew |
N/A
|
130K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-477- 18.57% |
N/A
|
2.09K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
71+ 2.24% |
N/A
|
3.24K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
197KNew |
N/A
|
197K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-251- 16.0% |
N/A
|
1.32K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
37+ 1.48% |
N/A
|
2.54K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
90New |
N/A
|
90
$11.3K
|
|