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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
11+ 0.5% |
N/A
|
2.22K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11+ 0.16% |
N/A
|
6.97K
$873K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 0.43% |
N/A
|
2.58K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.03% |
N/A
|
29.5K
$3.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
10+ 0.08% |
N/A
|
13.3K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10+ 29.41% |
N/A
|
44
$5.51K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
9+ 0.95% |
N/A
|
957
$120K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9+ 0.34% |
N/A
|
2.67K
$334K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
9+ 0.3% |
N/A
|
3.04K
$381K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 15.79% |
N/A
|
66
$8.26K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
9+ 0.56% |
N/A
|
1.62K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.72% |
N/A
|
302
$37.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8+ 3.33% |
N/A
|
248
$31K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
8New |
N/A
|
8
$1K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8+ 6.72% |
N/A
|
127
$15.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
7+ 0.5% |
N/A
|
1.42K
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
7+ 1.75% |
N/A
|
408
$51.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.08% |
N/A
|
8.27K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.33% |
N/A
|
2.11K
$264K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
N/A
|
6
$751
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
6+ 0.11% |
N/A
|
5.38K
$674K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 23.81% |
N/A
|
26
$3.26K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 71.43% |
N/A
|
12
$1.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.37% |
N/A
|
1.35K
$169K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5+ 0.29% |
N/A
|
1.72K
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5+ 0.19% |
N/A
|
2.58K
$323K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.12% |
N/A
|
4.24K
$531K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
5+ 0.01% |
N/A
|
70.1K
$8.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 2.23% |
N/A
|
183
$22.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4+ 0.05% |
N/A
|
8.07K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4New |
N/A
|
4
$501
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4+ 0.19% |
N/A
|
2.07K
$260K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4+ 0.08% |
N/A
|
5.33K
$667K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.47% |
N/A
|
646
$80.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 0.04% |
N/A
|
2.74K
$343K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.4K
$551K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
N/A
|
1
$125
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1+ 0.01% |
N/A
|
9.28K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
N/A
|
4
$501
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
7.56K
$946K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
471K+ 3.29% |
N/A
|
14.8M
$1.85B
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
199K+ 90.46% |
N/A
|
420K
$52.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
170KNew |
N/A
|
170K
$21.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
141KNew |
N/A
|
141K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Stanley Capital Management, LLC
Houston, TX |
BUY
|
- |
126KNew |
N/A
|
126K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
102KNew |
N/A
|
102K
$12.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
BUY
|
- |
97K+ 35.01% |
N/A
|
374K
$46.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
93.1KNew |
N/A
|
93.1K
$11.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
90KNew |
N/A
|
90K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
71.8KNew |
N/A
|
71.8K
$8.99M
|
|