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 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
4.97KNew |
N/A
|
4.97K
$622K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.49K+ 5.16% |
N/A
|
91.5K
$11.5M
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.22K+ 0.32% |
N/A
|
1.32M
$165M
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.17KNew |
N/A
|
4.17K
$522K
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
4.09K+ 215.1% |
N/A
|
5.99K
$750K
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
4K+ 30.77% |
N/A
|
17K
$2.13M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.91KNew |
N/A
|
3.91K
$489K
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.67K+ 1.76% |
N/A
|
212K
$26.6M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.64K+ 197.08% |
N/A
|
5.49K
$687K
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
3.5KNew |
N/A
|
3.5K
$438K
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
3.47K+ 6.55% |
N/A
|
56.4K
$7.06M
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.46K+ 1.54% |
N/A
|
228K
$28.6M
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.45K+ 4.87% |
N/A
|
74.3K
$9.3M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.38KNew |
N/A
|
3.38K
$423K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.29K+ 24.83% |
N/A
|
16.5K
$2.07M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.25K+ 2.42% |
N/A
|
137K
$17.2M
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.25K+ 4.43% |
N/A
|
76.6K
$9.59M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.13K+ 14.97% |
N/A
|
24K
$3.01M
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.06K+ 15.79% |
N/A
|
22.5K
$2.81M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.06K+ 34.63% |
N/A
|
11.9K
$1.49M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.01K+ 61.13% |
N/A
|
7.92K
$992K
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
2.91K+ 18.02% |
N/A
|
19.1K
$2.39M
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.87K+ 23.63% |
N/A
|
15K
$1.88M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.85K+ 0.56% |
N/A
|
511K
$64M
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.85K+ 34.72% |
N/A
|
11.1K
$1.38M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.79K+ 66.3% |
N/A
|
7.01K
$877K
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
2.78K+ 0.61% |
N/A
|
462K
$57.8M
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
2.74K+ 3.63% |
N/A
|
78.3K
$9.8M
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
2.59K+ 8.49% |
N/A
|
33.1K
$4.15M
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
2.58K+ 187.96% |
N/A
|
3.95K
$494K
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.51KNew |
N/A
|
2.51K
$314K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.36K+ 19.36% |
N/A
|
14.5K
$1.82M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.23KNew |
N/A
|
2.23K
$279K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.19K+ 8.72% |
N/A
|
27.3K
$3.41M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.18KNew |
N/A
|
2.18K
$273K
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.11K+ 40.06% |
N/A
|
7.36K
$922K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.11KNew |
N/A
|
2.11K
$264K
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.1KNew |
N/A
|
2.1K
$263K
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.09K+ 0.79% |
N/A
|
269K
$33.6M
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.97KNew |
N/A
|
1.97K
$247K
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.95K+ 75.12% |
N/A
|
4.56K
$570K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.87KNew |
N/A
|
1.87K
$234K
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.86K+ 4.18% |
N/A
|
46.3K
$5.8M
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.85K+ 63.84% |
N/A
|
4.76K
$596K
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.84K+ 18.63% |
N/A
|
11.7K
$1.47M
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.81K+ 17.53% |
N/A
|
12.1K
$1.52M
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.74K+ 1.46% |
N/A
|
120K
$15.1M
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.73KNew |
N/A
|
1.73K
$216K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.7K+ 43.59% |
N/A
|
5.6K
$701K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$212K
|