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, 2021
Q2 2021
|
Amf Tjanstepension Ab
|
SELL
|
- |
-10.7KClosed |
$1.14M - $1.35M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2KClosed |
$213K - $253K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-5.18KClosed |
$552K - $656K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6KClosed |
$639K - $759K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-2.42KClosed |
$258K - $306K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-33Closed |
$3.52K - $4.18K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-222KClosed |
$23.7M - $28.1M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Breakline Capital LLC
New York, NY |
SELL
|
- |
-21.3KClosed |
$2.27M - $2.7M
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-95Closed |
$10.1K - $12K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-1.89KClosed |
$201K - $239K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-2.78KClosed |
$296K - $352K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Private Capital Advisors, Inc.
|
BUY
|
- |
50+ 0.41% |
$5.33K - $6.33K
|
12.3K
$1.53M
|
|
Aug 05, 2021
Q2 2021
|
Congress Asset Management CO
|
SELL
|
- |
-19.2KClosed |
$2.05M - $2.43M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Ibex Investors LLC
|
SELL
|
- |
-10.8KClosed |
$1.15M - $1.37M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-6.99KClosed |
$745K - $885K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-17Closed |
$1.81K - $2.15K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.83KClosed |
$195K - $231K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-15KClosed |
$1.6M - $1.9M
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.81KClosed |
$193K - $229K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-34Closed |
$3.62K - $4.3K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
5.2KNew |
$554K - $658K
|
5.2K
$651K
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-14Closed |
$1.49K - $1.77K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
11.8KNew |
$1.26M - $1.49M
|
11.8K
$1.48M
|
|
Jul 21, 2021
Q2 2021
|
Welch Group, LLC
|
SELL
|
- |
-1.73KClosed |
$184K - $219K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-210Closed |
$22.4K - $26.6K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-136Closed |
$14.5K - $17.2K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
First National Bank Of South Miami
|
BUY
|
- |
27New |
$2.88K - $3.42K
|
27
$3.38K
|
|
Jul 13, 2021
Q2 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.27KClosed |
$241K - $287K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-2.63KClosed |
$281K - $333K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-31.8KClosed |
$3.39M - $4.02M
|
0
$0
|
|
Q1 2021 | |||||||
Nov 09, 2023
Q1 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
158New |
$16.2K - $19.6K
|
158
$19.8K
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-82Closed |
$8.42K - $10.2K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-82Closed |
$8.42K - $10.2K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-18.1KClosed |
$1.86M - $2.25M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Northern Right Capital Management, L.P.
Darien, CT |
SELL
|
- |
-88.1KClosed |
$9.04M - $10.9M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-19.3KClosed |
$1.98M - $2.39M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
SELL
|
- |
-97.4KClosed |
$10M - $12.1M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-74.4KClosed |
$7.64M - $9.24M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-10K- 5.26% |
$1.03M - $1.24M
|
180K
$22.5M
|
|
May 17, 2021
Q1 2021
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-250KClosed |
$25.7M - $31M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Atreides Management, LP
Boston, MA |
SELL
|
- |
-653KClosed |
$67M - $81M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Suvretta Capital Management, LLC
New York, NY |
SELL
|
- |
-1.6MClosed |
$164M - $198M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-109K- 59.05% |
$11.1M - $13.5M
|
75.3K
$9.42M
|
|
May 17, 2021
Q1 2021
|
Soroban Capital Partners LP
New York, NY |
SELL
|
- |
-1.45MClosed |
$148M - $179M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-200KClosed |
$20.5M - $24.8M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-374Closed |
$38.4K - $46.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-579Closed |
$59.5K - $71.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-994KClosed |
$102M - $123M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-4KClosed |
$411K - $497K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-31KClosed |
$3.18M - $3.85M
|
0
$0
|