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 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
10KNew |
$942K - $1.06M
|
10K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
10KNew |
$940K - $1.05M
|
10K
$1.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$730K - $819K
|
7.76K
$972K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.46K+ 245.26% |
$513K - $575K
|
7.68K
$962K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.4KNew |
$414K - $464K
|
4.4K
$551K
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$411K - $461K
|
4.38K
$548K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.81KNew |
$358K - $401K
|
3.81K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
- |
3.35K+ 0.89% |
$315K - $353K
|
378K
$47.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.5KNew |
$235K - $264K
|
2.5K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$220K - $247K
|
2.34K
$293K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
CALL |
2.26KNew |
$212K - $238K
|
2.26K
$283K
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.1KNew |
$197K - $221K
|
2.1K
$263K
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
2.1KNew |
$197K - $221K
|
2.1K
$262K
|
|
|
Jan 26, 2023
Q4 2022
|
Jlb & Associates Inc
|
BUY
|
- |
2.08KNew |
$195K - $219K
|
2.08K
$260K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2KNew |
$188K - $211K
|
2K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
1.5KNew |
$141K - $158K
|
1.5K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.17KNew |
$110K - $123K
|
1.17K
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01K+ 64.52% |
$95.1K - $107K
|
2.58K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
872New |
$82K - $92K
|
872
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
421+ 5.66% |
$39.6K - $44.4K
|
7.86K
$984K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
379New |
$35.6K - $40K
|
379
$47.5K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
335+ 8.26% |
$31.5K - $35.3K
|
4.39K
$550K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
218New |
$20.5K - $23K
|
218
$27.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
215+ 2.21% |
$20.2K - $22.7K
|
9.97K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
214+ 6.29% |
$20.1K - $22.6K
|
3.61K
$452K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
211New |
$19.8K - $22.3K
|
211
$26.4K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
185New |
$17.4K - $19.5K
|
185
$23.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
100+ 0.38% |
$9.4K - $10.5K
|
26.7K
$3.34M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
95New |
$8.93K - $10K
|
95
$11.9K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
90New |
$8.46K - $9.49K
|
90
$11.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
68New |
$6.39K - $7.17K
|
68
$8.51K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
67New |
$6.3K - $7.07K
|
67
$8.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$4.7K - $5.27K
|
50
$6.26K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 2.09% |
$4.7K - $5.27K
|
2.44K
$305K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
43New |
$4.04K - $4.53K
|
43
$5.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
41+ 1.16% |
$3.85K - $4.32K
|
3.58K
$448K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
32New |
$3.01K - $3.37K
|
32
$4.01K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30New |
$2.82K - $3.16K
|
30
$3.76K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
28New |
$2.63K - $2.95K
|
28
$3.51K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
23New |
$2.16K - $2.43K
|
23
$2.88K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
21+ 0.78% |
$1.97K - $2.21K
|
2.73K
$342K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.11% |
$1.69K - $1.9K
|
16K
$2.01M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17New |
$1.6K - $1.79K
|
17
$2.13K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
15+ 0.21% |
$1.41K - $1.58K
|
7.27K
$910K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10New |
$940 - $1.05K
|
10
$1.25K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6New |
$564 - $633
|
6
$751
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
269K+ 1475.65% |
$24.7M - $29.8M
|
287K
$36M
|
|
|
Nov 14, 2022
Q3 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
260KNew |
$23.8M - $28.8M
|
260K
$32.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
194KNew |
$17.8M - $21.5M
|
194K
$24.3M
|
|