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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
162New |
N/A
|
162
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
160New |
N/A
|
160
$20K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
130+ 45.45% |
N/A
|
416
$52.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
118New |
N/A
|
118
$14.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
103New |
N/A
|
103
$12.9K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
98New |
N/A
|
98
$12.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
91+ 2.32% |
N/A
|
4.01K
$502K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
75New |
N/A
|
75
$9.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
63New |
N/A
|
63
$7.89K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
59New |
N/A
|
59
$7.39K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
55New |
N/A
|
55
$6.89K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
45+ 12.47% |
N/A
|
406
$50.8K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
38+ 1.95% |
N/A
|
1.98K
$248K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35New |
N/A
|
35
$4.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29+ 10.94% |
N/A
|
294
$36.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
24New |
N/A
|
24
$3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
23New |
N/A
|
23
$2.88K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
20New |
N/A
|
20
$2.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 112.5% |
N/A
|
34
$4.26K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1New |
N/A
|
1
$125
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
960K+ 47.6% |
$119M - $125M
|
2.98M
$373M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
100KNew |
$12.4M - $13M
|
100K
$12.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
69.1KNew |
$8.53M - $8.99M
|
69.1K
$8.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
48KNew |
$5.93M - $6.24M
|
48K
$6.01M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
47.8KNew |
$5.91M - $6.22M
|
47.8K
$5.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
20.1KNew |
$2.48M - $2.61M
|
20.1K
$2.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
15K+ 67.31% |
$1.86M - $1.96M
|
37.4K
$4.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
14KNew |
$1.72M - $1.82M
|
14K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
PUT |
13.5KNew |
$1.67M - $1.76M
|
13.5K
$1.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$1.62M - $1.7M
|
13.1K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
12KNew |
$1.48M - $1.56M
|
12K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
12KNew |
$1.48M - $1.56M
|
12K
$1.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
10.3KNew |
$1.27M - $1.34M
|
10.3K
$1.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
9.92KNew |
$1.22M - $1.29M
|
9.92K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.89KNew |
$1.22M - $1.29M
|
9.89K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.78KNew |
$838K - $882K
|
6.78K
$849K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.29KNew |
$654K - $688K
|
5.29K
$663K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
4.58KNew |
$565K - $595K
|
4.58K
$573K
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
4.22KNew |
$521K - $548K
|
4.22K
$528K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.99K+ 13.74% |
$492K - $519K
|
33K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.55K+ 58.58% |
$192K - $202K
|
4.2K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.33K+ 9.01% |
$165K - $173K
|
16.1K
$2.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
872New |
$108K - $113K
|
872
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
848New |
$105K - $110K
|
848
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
681+ 8.47% |
$84.1K - $88.6K
|
8.72K
$1.09M
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
645+ 1.65% |
$79.7K - $83.9K
|
39.7K
$4.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
467New |
$57.7K - $60.7K
|
467
$58.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
453+ 431.43% |
$56K - $58.9K
|
558
$69.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
332+ 17.36% |
$41K - $43.2K
|
2.24K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
213+ 12.17% |
$26.3K - $27.7K
|
1.96K
$246K
|
|