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 |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
75KNew |
$7.7M - $9.31M
|
75K
$9.39M
|
|
May 14, 2021
Q1 2021
|
Toscafund Asset Management LLP
London, X0 |
SELL
|
- |
-51.2KClosed |
$5.26M - $6.35M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-5K- 2.94% |
$513K - $621K
|
165K
$20.7M
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-79.3KClosed |
$8.15M - $9.85M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-229Closed |
$23.5K - $28.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-5.66KClosed |
$582K - $703K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
11.1KNew |
$1.14M - $1.38M
|
11.1K
$1.39M
|
|
May 14, 2021
Q1 2021
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-10Closed |
$1.03K - $1.24K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-193Closed |
$19.8K - $24K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-3- -0.0% |
$308 - $372
|
537K
$67.2M
|
|
May 13, 2021
Q1 2021
|
First Washington Corp
Seattle, WA |
BUY
|
- |
6.5KNew |
$667K - $807K
|
6.5K
$814K
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-100Closed |
$10.3K - $12.4K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.15KClosed |
$118K - $143K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-140Closed |
$14.4K - $17.4K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
BUY
|
CALL |
300New |
$30.8K - $37.2K
|
300
$37.6K
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
120New |
$12.3K - $14.9K
|
120
$15K
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-204Closed |
$20.9K - $25.3K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-16Closed |
$1.64K - $1.99K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-6.8K- 56.67% |
$698K - $844K
|
5.2K
$651K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-54Closed |
$5.55K - $6.7K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-50KClosed |
$5.13M - $6.21M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-2.19KClosed |
$225K - $271K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Oak Ridge Investments LLC
|
BUY
|
- |
3.61KNew |
$371K - $448K
|
3.61K
$452K
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-900Closed |
$92.4K - $112K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-25Closed |
$2.57K - $3.1K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-136Closed |
$14K - $16.9K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Mckinley Capital Management LLC
|
SELL
|
- |
-55.1KClosed |
$5.66M - $6.84M
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-3.14KClosed |
$322K - $389K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.97KClosed |
$202K - $244K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.6KClosed |
$473K - $571K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-5Closed |
$513 - $621
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
75New |
$7.7K - $9.31K
|
75
$9.39K
|
|
Apr 01, 2021
Q1 2021
|
Pensionfund Sabic
|
SELL
|
- |
-22KClosed |
$2.26M - $2.73M
|
0
$0
|
|
Q4 2020 | |||||||
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
135New |
$12.6K - $15.9K
|
135
$16.9K
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2.38KClosed |
$222K - $281K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-200Closed |
$18.7K - $23.6K
|
0
$0
|
|
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$374K - $472K
|
4K
$501K
|
|
Feb 17, 2021
Q4 2020
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-580- 22.48% |
$54.2K - $68.4K
|
2K
$250K
|
|
Feb 16, 2021
Q4 2020
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-5.3KClosed |
$496K - $625K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Maplelane Capital, LLC
New York, NY |
BUY
|
- |
283K+ 14.04% |
$26.4M - $33.3M
|
2.3M
$287M
|
|
Feb 16, 2021
Q4 2020
|
Maplelane Capital, LLC
New York, NY |
SELL
|
CALL |
-158K- 9.8% |
$14.7M - $18.6M
|
1.45M
$182M
|
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
3.31KNew |
$309K - $390K
|
3.31K
$414K
|
|
Feb 16, 2021
Q4 2020
|
Shellback Capital, LP
Boston, MA |
SELL
|
- |
-330KClosed |
$30.9M - $39M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-70.2KClosed |
$6.57M - $8.29M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Gabriel Plotkin
Melvin Capital Management LP | New York, Ny
|
SELL
|
- |
-1.85M- 17.51% |
$173M - $218M
|
8.7M
$1.09B
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100New |
$9.35K - $11.8K
|
100
$12.5K
|
|
Feb 12, 2021
Q4 2020
|
Mirova
Paris, I0 |
SELL
|
- |
-626Closed |
$58.5K - $73.9K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
University Of Notre Dame Du Lac
South Bend, IN |
SELL
|
- |
-92.6KClosed |
$8.66M - $10.9M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.5KClosed |
$979K - $1.24M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
PUT |
6.5KNew |
$608K - $767K
|
6.5K
$814K
|