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 11, 2022
Q2 2022
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
CALL |
-100K- 50.0% |
$8.84M - $10.5M
|
100K
$12.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-5.37K- 47.87% |
$474K - $562K
|
5.85K
$732K
|
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
7.49KNew |
$662K - $784K
|
7.49K
$937K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.21K- 5.3% |
$107K - $127K
|
21.7K
$2.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.11KNew |
$275K - $325K
|
3.11K
$389K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
314New |
$27.8K - $32.9K
|
314
$39.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-1.99KClosed |
$176K - $209K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.05KClosed |
$181K - $215K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-70KClosed |
$6.19M - $7.33M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-31- 0.2% |
$2.74K - $3.25K
|
15.2K
$1.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Loews Corp
New York, NY |
SELL
|
- |
-110KClosed |
$9.72M - $11.5M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-35Closed |
$3.09K - $3.67K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-473- 43.92% |
$41.8K - $49.5K
|
604
$75.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
180New |
$15.9K - $18.9K
|
180
$22.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
526+ 26300.0% |
$46.5K - $55.1K
|
528
$66.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-4.73KClosed |
$418K - $495K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-250- 3.8% |
$22.1K - $26.2K
|
6.33K
$792K
|
|
|
Aug 05, 2022
Q2 2022
|
General American Investors CO Inc
|
SELL
|
- |
-82.5KClosed |
$7.29M - $8.64M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
100+ 3.03% |
$8.84K - $10.5K
|
3.4K
$426K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
12New |
$1.06K - $1.26K
|
12
$1.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-4.3K- 97.97% |
$380K - $450K
|
89
$11.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
140New |
$12.4K - $14.7K
|
140
$17.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-106Closed |
$9.37K - $11.1K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-58Closed |
$5.13K - $6.07K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
395New |
$34.9K - $41.4K
|
395
$49.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-85.5KClosed |
$7.55M - $8.95M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-4.65KClosed |
$411K - $487K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Security Asset Management
|
SELL
|
- |
-2.88KClosed |
$255K - $302K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Linker Capital Management Inc.
|
SELL
|
- |
-8- 0.02% |
$707 - $838
|
35.1K
$4.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
16+ 22.22% |
$1.41K - $1.68K
|
88
$11K
|
|
|
Jul 28, 2022
Q2 2022
|
Settian Capital LP
|
SELL
|
- |
-19.6KClosed |
$1.73M - $2.05M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-5.23KClosed |
$462K - $548K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.34KClosed |
$207K - $245K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-97Closed |
$8.57K - $10.2K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-34K- 31.45% |
$3.01M - $3.56M
|
74.2K
$9.29M
|
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
400+ 16.67% |
$35.4K - $41.9K
|
2.8K
$351K
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.72KClosed |
$241K - $285K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-3.45K- 21.14% |
$305K - $361K
|
12.9K
$1.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
96New |
$8.48K - $10.1K
|
96
$12K
|
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-6.56KClosed |
$579K - $687K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-491Closed |
$43.4K - $51.4K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-40Closed |
$3.54K - $4.19K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-743- 4.2% |
$65.7K - $77.8K
|
17K
$2.12M
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
240New |
$21.2K - $25.1K
|
240
$30K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-9.56KClosed |
$845K - $1M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sycomore Asset Management
|
SELL
|
- |
-23.4KClosed |
$2.06M - $2.45M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-361Closed |
$31.9K - $37.8K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Campbell Capital Management Inc
|
SELL
|
- |
-71.5KClosed |
$6.32M - $7.49M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
North Growth Management Ltd.
|
BUY
|
- |
101KNew |
$8.93M - $10.6M
|
101K
$12.6M
|