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 09, 2019
Q1 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-210Closed |
$14.7K - $18.5K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-722Closed |
$50.6K - $63.7K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Keystone Financial Group
|
BUY
|
- |
2.98KNew |
$209K - $263K
|
2.98K
$373K
|
|
Apr 30, 2019
Q1 2019
|
Gables Capital Management Inc.
|
SELL
|
- |
-34Closed |
$2.38K - $3K
|
0
$0
|
|
Apr 04, 2019
Q1 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.1KClosed |
$217K - $273K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$13.8K - $16.4K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.48KClosed |
$171K - $203K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-16.4KClosed |
$1.13M - $1.34M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Greenhouse Funds Lllp
Baltimore, MD |
SELL
|
- |
-50.1KClosed |
$3.46M - $4.1M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.57KNew |
$384K - $456K
|
5.57K
$697K
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.6KClosed |
$110K - $131K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Axel Capital Management, LLC
|
SELL
|
- |
-40KClosed |
$2.76M - $3.27M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Unigestion Holding Sa
|
SELL
|
- |
-24.3KClosed |
$1.68M - $1.99M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-398KClosed |
$27.5M - $32.6M
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-895Closed |
$61.8K - $73.3K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-84Closed |
$5.8K - $6.88K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-40Closed |
$2.76K - $3.27K
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
Scout Investments, Inc.
|
SELL
|
- |
-205KClosed |
$14.1M - $16.8M
|
0
$0
|
|
Q3 2018 | |||||||
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
714+ 1.97% |
$53.1K - $58.8K
|
36.9K
$4.62M
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-8.07KClosed |
$601K - $665K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1KClosed |
$74.4K - $82.4K
|
0
$0
|
|
Oct 29, 2018
Q3 2018
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-62Closed |
$4.61K - $5.11K
|
0
$0
|
|
Oct 10, 2018
Q3 2018
|
Divergent Wealth Advisors
|
SELL
|
- |
-360Closed |
$26.8K - $29.7K
|
0
$0
|
|
Oct 09, 2018
Q3 2018
|
Trust CO
|
BUY
|
- |
100New |
$7.44K - $8.24K
|
100
$12.5K
|
|
Q2 2018 | |||||||
Aug 15, 2018
Q2 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-336Closed |
$23.2K - $25.7K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-12.2KClosed |
$843K - $934K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.84KClosed |
$403K - $447K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-56Closed |
$3.86K - $4.28K
|
0
$0
|
|
Aug 09, 2018
Q2 2018
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.63KClosed |
$112K - $125K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-855Closed |
$59K - $65.4K
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-5.05KClosed |
$326K - $375K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Edge Point Investment Group Inc.
Toronto, A6 |
SELL
|
- |
-18.6KClosed |
$1.2M - $1.38M
|
0
$0
|
|
May 08, 2018
Q1 2018
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.19K+ 100.0% |
$76.7K - $88.2K
|
2.38K
$297K
|
|
May 07, 2018
Q1 2018
|
Spectrum Management Group, LLC
|
SELL
|
- |
-200Closed |
$12.9K - $14.8K
|
0
$0
|
|
May 04, 2018
Q1 2018
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-65Closed |
$4.2K - $4.82K
|
0
$0
|
|
May 04, 2018
Q1 2018
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.2KClosed |
$142K - $163K
|
0
$0
|
|
Apr 27, 2018
Q1 2018
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
2.14K+ 100.0% |
$138K - $159K
|
4.28K
$536K
|
|
Apr 24, 2018
Q1 2018
|
Arjuna Capital
|
SELL
|
- |
-6.5KClosed |
$419K - $482K
|
0
$0
|
|
Apr 23, 2018
Q1 2018
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-16.2KClosed |
$1.04M - $1.2M
|
0
$0
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Krilogy Financial LLC
|
SELL
|
- |
-102Closed |
$6.4K - $6.75K
|
0
$0
|
|
Feb 14, 2018
Q4 2017
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-1.7KClosed |
$107K - $112K
|
0
$0
|
|
Feb 14, 2018
Q4 2017
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-3.06KClosed |
$192K - $202K
|
0
$0
|
|
Feb 14, 2018
Q4 2017
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
31.4KNew |
$1.97M - $2.07M
|
31.4K
$3.93M
|
|
Feb 14, 2018
Q4 2017
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-87.2KClosed |
$5.47M - $5.77M
|
0
$0
|
|
Feb 13, 2018
Q4 2017
|
Nippon Life Insurance CO
|
SELL
|
- |
-14.3KClosed |
$898K - $947K
|
0
$0
|
|
Feb 13, 2018
Q4 2017
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-39.5KClosed |
$2.48M - $2.61M
|
0
$0
|
|
Feb 08, 2018
Q4 2017
|
Exane Asset Management
|
SELL
|
- |
-414Closed |
$26K - $27.4K
|
0
$0
|
|
Feb 05, 2018
Q4 2017
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-13Closed |
$816 - $860
|
0
$0
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-463KClosed |
$29.1M - $30.7M
|
0
$0
|
|
Jan 26, 2018
Q4 2017
|
Community Trust & Investment CO
|
SELL
|
- |
-13KClosed |
$813K - $857K
|
0
$0
|