Latest Institutional Purchases of Fiserv Inc (FISV)
This list provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
521+ 24.37% |
N/A
|
2.66K
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
516+ 4.49% |
N/A
|
12K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
510+ 11.87% |
N/A
|
4.81K
$602K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
497+ 1.42% |
N/A
|
35.5K
$4.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
495+ 4.66% |
N/A
|
11.1K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
493+ 25.53% |
N/A
|
2.42K
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
492+ 11.66% |
N/A
|
4.71K
$590K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
488+ 0.49% |
N/A
|
99.9K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
479+ 159.67% |
N/A
|
779
$97.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
478+ 4.52% |
N/A
|
11.1K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
478+ 1.8% |
N/A
|
27.1K
$3.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
464+ 9.44% |
N/A
|
5.38K
$674K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
464+ 22.15% |
N/A
|
2.56K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
462+ 1.89% |
N/A
|
24.9K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
431+ 14.18% |
N/A
|
3.47K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
426+ 0.51% |
N/A
|
83.5K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
422+ 3.04% |
N/A
|
14.3K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
419+ 3.55% |
N/A
|
12.2K
$1.53M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
419+ 18.48% |
N/A
|
2.69K
$336K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
417+ 12.85% |
N/A
|
3.66K
$458K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
415+ 0.62% |
N/A
|
67.5K
$8.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
414+ 0.45% |
N/A
|
91.9K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
403+ 7.44% |
N/A
|
5.82K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
400+ 14.29% |
N/A
|
3.2K
$401K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
400+ 0.66% |
N/A
|
60.6K
$7.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
398+ 4.75% |
N/A
|
8.78K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
393+ 4.44% |
N/A
|
9.25K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
390+ 6.15% |
N/A
|
6.73K
$843K
|
|
|
Nov 13, 2024
Q3 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
PUT |
389+ 129.67% |
N/A
|
689
$86.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
389+ 5.09% |
N/A
|
8.02K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
388+ 1.91% |
N/A
|
20.7K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
385+ 3.28% |
N/A
|
12.1K
$1.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
382+ 16.44% |
N/A
|
2.71K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
372+ 18.25% |
N/A
|
2.41K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
368+ 7.35% |
N/A
|
5.38K
$673K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
365+ 3.41% |
N/A
|
11.1K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
356+ 1.49% |
N/A
|
24.3K
$3.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
350+ 8.02% |
N/A
|
4.72K
$590K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
346+ 58.84% |
N/A
|
934
$117K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
345+ 17.74% |
N/A
|
2.29K
$287K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
339+ 77.05% |
N/A
|
779
$97.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
334+ 4.4% |
N/A
|
7.92K
$991K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
333+ 5.57% |
N/A
|
6.31K
$790K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
326New |
N/A
|
326
$40.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
326+ 4.37% |
N/A
|
7.78K
$974K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
321+ 2.22% |
N/A
|
14.8K
$1.85M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
319+ 4.11% |
N/A
|
8.08K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
314+ 10.23% |
N/A
|
3.38K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
313+ 12.3% |
N/A
|
2.86K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
312+ 0.95% |
N/A
|
33K
$4.13M
|