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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
520+ 0.49% |
$58K - $65.6K
|
106K
$13.3M
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
432+ 5.07% |
$48.2K - $54.5K
|
8.96K
$1.12M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
309+ 2.32% |
$34.5K - $39K
|
13.6K
$1.71M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
212New |
$23.7K - $26.7K
|
212
$26.5K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
127+ 4.03% |
$14.2K - $16K
|
3.28K
$411K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$11.2K - $12.6K
|
100
$12.5K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
94+ 4.64% |
$10.5K - $11.9K
|
2.12K
$265K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
90New |
$10K - $11.4K
|
90
$11.3K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
75New |
$8.37K - $9.46K
|
75
$9.39K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
74New |
$8.26K - $9.34K
|
74
$9.26K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
34New |
$3.79K - $4.29K
|
34
$4.26K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$112 - $126
|
1
$125
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.77MNew |
$474M - $564M
|
4.77M
$597M
|
|
May 12, 2023
Q1 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
307KNew |
$30.5M - $36.3M
|
307K
$38.4M
|
|
May 12, 2023
Q1 2023
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
172KNew |
$17.1M - $20.4M
|
172K
$21.5M
|
|
May 15, 2023
Q1 2023
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
100KNew |
$9.94M - $11.8M
|
100K
$12.5M
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
83.2KNew |
$8.27M - $9.84M
|
83.2K
$10.4M
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
39.5KNew |
$3.93M - $4.67M
|
39.5K
$4.95M
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
8.97KNew |
$892K - $1.06M
|
8.97K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.41KNew |
$836K - $994K
|
8.41K
$1.05M
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
6.92KNew |
$688K - $818K
|
6.92K
$866K
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.18KNew |
$415K - $494K
|
4.18K
$523K
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
3.97KNew |
$395K - $470K
|
3.97K
$497K
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.9KNew |
$388K - $461K
|
3.9K
$488K
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
3.25KNew |
$323K - $384K
|
3.25K
$407K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.04K+ 98.61% |
$302K - $360K
|
6.12K
$767K
|
|
May 11, 2023
Q1 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
2.64K+ 62.3% |
$262K - $312K
|
6.88K
$861K
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.41KNew |
$240K - $285K
|
2.41K
$302K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.32KNew |
$230K - $274K
|
2.32K
$290K
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.99KNew |
$197K - $235K
|
1.99K
$249K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.83KNew |
$182K - $216K
|
1.83K
$229K
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.44K+ 18.32% |
$143K - $170K
|
9.29K
$1.16M
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
844New |
$83.9K - $99.8K
|
844
$106K
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
833+ 26.12% |
$82.8K - $98.5K
|
4.02K
$504K
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
700+ 2.44% |
$69.6K - $82.8K
|
29.4K
$3.68M
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
593New |
$58.9K - $70.1K
|
593
$74.2K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
525New |
$52.2K - $62.1K
|
525
$65.7K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
346New |
$34.4K - $40.9K
|
346
$43.3K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
76New |
$7.55K - $8.99K
|
76
$9.52K
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
66+ 1.89% |
$6.56K - $7.81K
|
3.56K
$446K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
50New |
$4.97K - $5.91K
|
50
$6.26K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
11New |
$1.09K - $1.3K
|
11
$1.38K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10New |
$994 - $1.18K
|
10
$1.25K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6+ 1.0% |
$596 - $710
|
606
$75.9K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$298 - $355
|
3
$376
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 7.41% |
$199 - $237
|
29
$3.63K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Fernbridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
77KNew |
$7.24M - $8.12M
|
77K
$9.65M
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
42.3KNew |
$3.98M - $4.46M
|
42.3K
$5.3M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
28.9KNew |
$2.71M - $3.04M
|
28.9K
$3.61M
|
|
Feb 10, 2023
Q4 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
25K+ 380.87% |
$2.35M - $2.64M
|
31.6K
$3.95M
|