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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-27- 1.73% |
N/A
|
1.54K
$192K
|
|
|
Aug 12, 2024
Q2 2024
|
Veritas Asset Management LLP
|
SELL
|
- |
-1.04M- 15.1% |
N/A
|
5.85M
$732M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
5.38K+ 35.38% |
N/A
|
20.6K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-988- 5.64% |
N/A
|
16.5K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
BUY
|
- |
3.58KNew |
N/A
|
3.58K
$448K
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-2.29KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
9.18KNew |
N/A
|
9.18K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-25.8K- 33.2% |
N/A
|
51.8K
$6.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-98- 41.53% |
N/A
|
138
$17.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-551- 4.58% |
N/A
|
11.5K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-38- 1.8% |
N/A
|
2.07K
$259K
|
|
|
Aug 09, 2024
Q2 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
SELL
|
- |
-950- 4.1% |
N/A
|
22.2K
$2.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
157New |
N/A
|
157
$19.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
5.37KNew |
N/A
|
5.37K
$672K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.05KNew |
N/A
|
7.05K
$883K
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-98- 2.77% |
N/A
|
3.45K
$431K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.44KNew |
N/A
|
4.44K
$556K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-6.69K- 3.98% |
N/A
|
161K
$20.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
170KNew |
N/A
|
170K
$21.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-9.7K- 31.09% |
N/A
|
21.5K
$2.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
199K+ 90.46% |
N/A
|
420K
$52.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.5K- 37.04% |
N/A
|
2.54K
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
60+ 75.0% |
N/A
|
140
$17.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-207- 0.85% |
N/A
|
24.1K
$3.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
525+ 17.97% |
N/A
|
3.45K
$431K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
152New |
N/A
|
152
$19K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
93.1KNew |
N/A
|
93.1K
$11.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
3.21KNew |
N/A
|
3.21K
$402K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
375New |
N/A
|
375
$47K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 1.79% |
N/A
|
110
$13.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
17KNew |
N/A
|
17K
$2.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-240- 0.53% |
N/A
|
45K
$5.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-50- 2.17% |
N/A
|
2.25K
$282K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-38- 55.88% |
N/A
|
30
$3.76K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
55+ 3.02% |
N/A
|
1.88K
$235K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
33New |
N/A
|
33
$4.13K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-42- 8.33% |
N/A
|
462
$57.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30+ 49.18% |
N/A
|
91
$11.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-300- 85.96% |
N/A
|
49
$6.13K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
N/A
|
21
$2.63K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
206New |
N/A
|
206
$25.8K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
200+ 100.0% |
N/A
|
400
$50.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
91New |
N/A
|
91
$11.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
38New |
N/A
|
38
$4.76K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-814- 19.31% |
N/A
|
3.4K
$426K
|
|
|
Jul 19, 2024
Q2 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-26.4K- 15.7% |
N/A
|
142K
$17.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
296New |
N/A
|
296
$37.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.14KNew |
N/A
|
3.14K
$393K
|