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 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
|
|
|
Nov 14, 2022
Q3 2022
|
Precept Management LLC
Dallas, TX |
BUY
|
CALL |
100KNew |
$9.17M - $11.1M
|
100K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
68.7K+ 2.01% |
$6.3M - $7.61M
|
3.49M
$437M
|
|
|
Nov 14, 2022
Q3 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
60KNew |
$5.5M - $6.64M
|
60K
$7.51M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
16.3K+ 493.81% |
$1.49M - $1.8M
|
19.6K
$2.45M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
13.3KNew |
$1.22M - $1.47M
|
13.3K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.94KNew |
$820K - $990K
|
8.94K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6.45K+ 65.37% |
$591K - $714K
|
16.3K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
6.36K+ 7.38% |
$583K - $704K
|
92.6K
$11.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
BUY
|
- |
5.86KNew |
$537K - $648K
|
5.86K
$733K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
5.06KNew |
$464K - $560K
|
5.06K
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.56K+ 16947.62% |
$326K - $394K
|
3.58K
$448K
|
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.95KNew |
$270K - $326K
|
2.95K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.9KNew |
$266K - $321K
|
2.9K
$363K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.71K+ 92.03% |
$249K - $300K
|
5.66K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$221K - $267K
|
2.41K
$302K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.15KNew |
$197K - $238K
|
2.15K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.73K+ 35.49% |
$158K - $191K
|
6.59K
$824K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.67K+ 5.81% |
$153K - $185K
|
30.5K
$3.81M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.6KNew |
$147K - $177K
|
1.6K
$200K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
827+ 1.54% |
$75.8K - $91.6K
|
54.5K
$6.82M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
769+ 3.48% |
$70.5K - $85.1K
|
22.9K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
743New |
$68.1K - $82.3K
|
743
$93K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
452New |
$41.4K - $50K
|
452
$56.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
125+ 45.13% |
$11.5K - $13.8K
|
402
$50.3K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
74New |
$6.78K - $8.19K
|
74
$9.26K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
27+ 0.55% |
$2.47K - $2.99K
|
4.91K
$614K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
15New |
$1.37K - $1.66K
|
15
$1.88K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6New |
$550 - $664
|
6
$751
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
North Growth Management Ltd.
|
BUY
|
- |
101KNew |
$8.93M - $10.6M
|
101K
$12.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
16.7KNew |
$1.47M - $1.75M
|
16.7K
$2.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
15.6KNew |
$1.38M - $1.63M
|
15.6K
$1.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
7.49KNew |
$662K - $784K
|
7.49K
$937K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
3.7KNew |
$327K - $388K
|
3.7K
$463K
|
|
|
Aug 11, 2022
Q2 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.11KNew |
$275K - $325K
|
3.11K
$389K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.28KNew |
$113K - $134K
|
1.28K
$161K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
962+ 34.89% |
$85K - $101K
|
3.72K
$466K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
526+ 26300.0% |
$46.5K - $55.1K
|
528
$66.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
400+ 16.67% |
$35.4K - $41.9K
|
2.8K
$351K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
395New |
$34.9K - $41.4K
|
395
$49.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
314New |
$27.8K - $32.9K
|
314
$39.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
240New |
$21.2K - $25.1K
|
240
$30K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
200New |
$17.7K - $20.9K
|
200
$25K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
180New |
$15.9K - $18.9K
|
180
$22.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
140New |
$12.4K - $14.7K
|
140
$17.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
100+ 3.03% |
$8.84K - $10.5K
|
3.4K
$426K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
96New |
$8.48K - $10.1K
|
96
$12K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
68New |
$6.01K - $7.12K
|
68
$8.51K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18+ 6.12% |
$1.59K - $1.89K
|
312
$39.1K
|
|