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 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
28New |
$2.63K - $2.95K
|
28
$3.51K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-28.2K- 12.02% |
$2.65M - $2.97M
|
206K
$25.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.1KNew |
$197K - $221K
|
2.1K
$263K
|
|
|
Jan 12, 2023
Q4 2022
|
Community Capital Management, LLC
|
SELL
|
- |
-10.2K- 47.22% |
$959K - $1.08M
|
11.4K
$1.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10New |
$940 - $1.05K
|
10
$1.25K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$730K - $819K
|
7.76K
$972K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
43New |
$4.04K - $4.53K
|
43
$5.38K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.11% |
$1.69K - $1.9K
|
16K
$2.01M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-2K- 6.28% |
$188K - $211K
|
29.9K
$3.74M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 10.0% |
$376 - $422
|
36
$4.51K
|
|
|
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 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
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.9KNew |
$266K - $321K
|
2.9K
$363K
|
|
|
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
|
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
|
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
|
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
|
|