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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
4.22KNew |
$521K - $548K
|
4.22K
$528K
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.67K- 7.17% |
$206K - $217K
|
21.6K
$2.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
453+ 431.43% |
$56K - $58.9K
|
558
$69.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
200New |
$24.7K - $26K
|
200
$25K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$124 - $130
|
10.8K
$1.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
20.1KNew |
$2.48M - $2.61M
|
20.1K
$2.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-400- 88.89% |
$49.4K - $52K
|
50
$6.26K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
10.3KNew |
$1.27M - $1.34M
|
10.3K
$1.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-13- 0.3% |
$1.61K - $1.69K
|
4.39K
$550K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-137- 2.31% |
$16.9K - $17.8K
|
5.8K
$726K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.29KNew |
$654K - $688K
|
5.29K
$663K
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-64- 0.48% |
$7.9K - $8.32K
|
13.3K
$1.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
9.92KNew |
$1.22M - $1.29M
|
9.92K
$1.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1+ 0.02% |
$124 - $130
|
5.44K
$681K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.99K+ 13.74% |
$492K - $519K
|
33K
$4.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.55K- 5.43% |
$191K - $202K
|
27K
$3.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
467New |
$57.7K - $60.7K
|
467
$58.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-40- 3.28% |
$4.94K - $5.2K
|
1.18K
$148K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-48- 82.76% |
$5.93K - $6.24K
|
10
$1.25K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-366- 3.81% |
$45.2K - $47.6K
|
9.23K
$1.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-11- 6.88% |
$1.36K - $1.43K
|
149
$18.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-762- 58.39% |
$94.1K - $99.1K
|
543
$68K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
645+ 1.65% |
$79.7K - $83.9K
|
39.7K
$4.97M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-53- 2.01% |
$6.55K - $6.89K
|
2.59K
$324K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
332+ 17.36% |
$41K - $43.2K
|
2.24K
$281K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.12% |
$741 - $780
|
5.21K
$652K
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.5K- 33.33% |
$556K - $585K
|
9K
$1.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-9.25K- 23.01% |
$1.14M - $1.2M
|
30.9K
$3.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 9.38% |
$371 - $390
|
35
$4.38K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$494 - $520
|
4
$501
|
|
|
Oct 13, 2023
Q3 2023
|
Hillman CO
|
SELL
|
- |
-19.3K- 7.75% |
$2.39M - $2.52M
|
230K
$28.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$1.62M - $1.7M
|
13.1K
$1.64M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
20+ 0.19% |
$2.47K - $2.6K
|
10.7K
$1.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-461- 12.55% |
$56.9K - $60K
|
3.21K
$402K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
154+ 320.83% |
$19K - $20K
|
202
$25.3K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
36.4K+ 34.63% |
$4.06M - $4.59M
|
141K
$17.7M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-11- 84.62% |
$1.23K - $1.39K
|
2
$250
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-24- 70.59% |
$2.68K - $3.03K
|
10
$1.25K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-13.2K- 45.68% |
$1.47M - $1.66M
|
15.7K
$1.96M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
90New |
$10K - $11.4K
|
90
$11.3K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-7Closed |
$781 - $883
|
0
$0
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-77K- 96.88% |
$8.59M - $9.71M
|
2.48K
$310K
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2.19KNew |
$244K - $276K
|
2.19K
$274K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
212New |
$23.7K - $26.7K
|
212
$26.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
697New |
$77.8K - $87.9K
|
697
$87.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.13KNew |
$237K - $268K
|
2.13K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-144- 24.08% |
$16.1K - $18.2K
|
454
$56.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-32- 13.56% |
$3.57K - $4.04K
|
204
$25.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
55.6KNew |
$6.21M - $7.02M
|
55.6K
$6.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-494- 16.82% |
$55.1K - $62.3K
|
2.44K
$306K
|
|