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 10, 2023
Q4 2022
|
Grassi Investment Management
|
SELL
|
- |
-200- 8.08% |
$18.8K - $21.1K
|
2.28K
$285K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
23New |
$2.16K - $2.43K
|
23
$2.88K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
68New |
$6.39K - $7.17K
|
68
$8.51K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17New |
$1.6K - $1.79K
|
17
$2.13K
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
12.1KNew |
$1.13M - $1.27M
|
12.1K
$1.51M
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
211New |
$19.8K - $22.3K
|
211
$26.4K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
16.3K+ 493.81% |
$1.49M - $1.8M
|
19.6K
$2.45M
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-67- 14.82% |
$6.14K - $7.42K
|
385
$48.2K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-200Closed |
$18.3K - $22.1K
|
0
$0
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-75- 2.83% |
$6.87K - $8.3K
|
2.58K
$323K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-364- 0.57% |
$33.4K - $40.3K
|
63.5K
$7.95M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
74New |
$6.78K - $8.19K
|
74
$9.26K
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-67Closed |
$6.14K - $7.42K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-32- 10.96% |
$2.93K - $3.54K
|
260
$32.6K
|
|
Nov 14, 2022
Q3 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.9KNew |
$266K - $321K
|
2.9K
$363K
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-76- 1.86% |
$6.97K - $8.41K
|
4K
$501K
|
|
Nov 14, 2022
Q3 2022
|
Wolf Hill Capital Management, LP
New York, NY |
SELL
|
- |
-261K- 50.19% |
$24M - $28.9M
|
259K
$32.5M
|
|
Nov 14, 2022
Q3 2022
|
Kohlberg Kravis Roberts & Co. L.P.
New York, NY |
SELL
|
- |
-13.8M- 57.53% |
$1.26B - $1.53B
|
10.2M
$1.28B
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.67K+ 5.81% |
$153K - $185K
|
30.5K
$3.81M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.01KClosed |
$184K - $222K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.73K+ 35.49% |
$158K - $191K
|
6.59K
$824K
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-29- 0.57% |
$2.66K - $3.21K
|
5.1K
$638K
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 28.49% |
$104K - $126K
|
2.86K
$358K
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
269K+ 1475.65% |
$24.7M - $29.8M
|
287K
$36M
|
|
Nov 14, 2022
Q3 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-226K- 67.01% |
$20.8M - $25.1M
|
111K
$14M
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
44KNew |
$4.03M - $4.87M
|
44K
$5.51M
|
|
Nov 14, 2022
Q3 2022
|
Precept Management LLC
Dallas, TX |
BUY
|
CALL |
100KNew |
$9.17M - $11.1M
|
100K
$12.5M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
827+ 1.54% |
$75.8K - $91.6K
|
54.5K
$6.82M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.94KNew |
$820K - $990K
|
8.94K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
370KNew |
$33.9M - $41M
|
370K
$46.3M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.56K+ 16947.62% |
$326K - $394K
|
3.58K
$448K
|
|
Nov 14, 2022
Q3 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-8.4K- 62.69% |
$770K - $930K
|
5K
$626K
|
|
Nov 14, 2022
Q3 2022
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-4.56K- 50.78% |
$418K - $505K
|
4.42K
$553K
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-17- 0.24% |
$1.56K - $1.88K
|
6.99K
$875K
|
|
Nov 14, 2022
Q3 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
60KNew |
$5.5M - $6.64M
|
60K
$7.51M
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
743New |
$68.1K - $82.3K
|
743
$93K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.26K- 0.22% |
$207K - $250K
|
1.02M
$128M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-6- 17.65% |
$550 - $664
|
28
$3.51K
|
|
Nov 14, 2022
Q3 2022
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-140K- 98.18% |
$12.8M - $15.5M
|
2.6K
$326K
|
|
Nov 14, 2022
Q3 2022
|
Scopia Capital Management LP
New York, NY |
SELL
|
- |
-249K- 58.73% |
$22.9M - $27.6M
|
175K
$21.9M
|
|
Nov 14, 2022
Q3 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
194KNew |
$17.8M - $21.5M
|
194K
$24.3M
|
|
Nov 14, 2022
Q3 2022
|
Blackstone Inc
New York, NY |
SELL
|
- |
-11.1K- 46.12% |
$1.02M - $1.23M
|
13K
$1.62M
|
|
Nov 14, 2022
Q3 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
260KNew |
$23.8M - $28.8M
|
260K
$32.6M
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-100- 59.88% |
$9.17K - $11.1K
|
67
$8.39K
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
68.7K+ 2.01% |
$6.3M - $7.61M
|
3.49M
$437M
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$221K - $267K
|
2.41K
$302K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-73.5K- 77.74% |
$6.74M - $8.14M
|
21.1K
$2.64M
|
|
Nov 14, 2022
Q3 2022
|
Sandler Capital Management
New York, NY |
BUY
|
- |
150+ 6.0% |
$13.7K - $16.6K
|
2.65K
$332K
|
|
Nov 14, 2022
Q3 2022
|
Steadfast Capital Management LP
New York, NY |
SELL
|
- |
-249K- 25.9% |
$22.9M - $27.6M
|
714K
$89.3M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
6.36K+ 7.38% |
$583K - $704K
|
92.6K
$11.6M
|