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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.56KClosed |
$149K - $174K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
2.73KNew |
$261K - $304K
|
2.73K
$342K
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-3.25KClosed |
$311K - $362K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
CALL |
-100- 33.33% |
$9.56K - $11.1K
|
200
$25K
|
|
|
Jan 31, 2022
Q4 2021
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-102KClosed |
$9.75M - $11.4M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
50New |
$4.78K - $5.56K
|
50
$6.26K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-504Closed |
$48.2K - $56.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-46Closed |
$4.4K - $5.12K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-8.92KClosed |
$853K - $993K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Nkcfo LLC
|
SELL
|
- |
-30.2KClosed |
$2.89M - $3.36M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.73KClosed |
$165K - $192K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-26Closed |
$2.48K - $2.89K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-6.07KClosed |
$580K - $675K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
2.42KNew |
$231K - $269K
|
2.42K
$303K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-55Closed |
$5.26K - $6.12K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-68Closed |
$6.5K - $7.57K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-6.53KClosed |
$624K - $727K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-24.3KClosed |
$2.32M - $2.71M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-2.18KClosed |
$208K - $242K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Goodwin Daniel L
|
SELL
|
- |
-2.61KClosed |
$250K - $291K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
49+ 1.75% |
$4.68K - $5.45K
|
2.84K
$356K
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-17.1KClosed |
$1.64M - $1.91M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
10+ 50.0% |
$956 - $1.11K
|
30
$3.76K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-72Closed |
$6.88K - $8.01K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.54KNew |
$243K - $283K
|
2.54K
$318K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-6.87KClosed |
$656K - $764K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.36KClosed |
$251K - $281K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.04K+ 6.58% |
$217K - $243K
|
33K
$4.14M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
600New |
$63.7K - $71.5K
|
600
$75.1K
|
|
|
Nov 19, 2021
Q3 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-18.4KClosed |
$1.96M - $2.2M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-6.37KClosed |
$677K - $759K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2.05KClosed |
$218K - $244K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-14.4KClosed |
$1.53M - $1.72M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-5KClosed |
$531K - $596K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-2.65KClosed |
$281K - $315K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-4.1KClosed |
$435K - $488K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.44KClosed |
$153K - $172K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Parametrica Management LTD
|
SELL
|
- |
-3.55KClosed |
$377K - $423K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-3.24KClosed |
$344K - $386K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
80KNew |
$8.5M - $9.53M
|
80K
$10M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-386KClosed |
$41M - $46M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-408Closed |
$43.3K - $48.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fore Capital, LLC
|
SELL
|
- |
-25KClosed |
$2.66M - $2.98M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-369KClosed |
$39.2M - $44M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-5.59KClosed |
$594K - $666K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.78KClosed |
$295K - $331K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-60.9KClosed |
$6.47M - $7.25M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-33.7K- 75.89% |
$3.58M - $4.01M
|
10.7K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
95New |
$10.1K - $11.3K
|
95
$11.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-13.5KClosed |
$1.44M - $1.61M
|
0
$0
|
|