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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 48.37% |
N/A
|
3.36K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
991+ 1.92% |
N/A
|
52.7K
$6.6M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
963+ 22.58% |
N/A
|
5.23K
$655K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
844+ 13.47% |
N/A
|
7.11K
$890K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
797New |
N/A
|
797
$99.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
504+ 150.45% |
N/A
|
839
$105K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
407+ 3.09% |
N/A
|
13.6K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
402New |
N/A
|
402
$50.3K
|
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
300+ 16.22% |
N/A
|
2.15K
$269K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
291New |
N/A
|
291
$36.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
231New |
N/A
|
231
$28.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
200New |
N/A
|
200
$25K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
180+ 12.36% |
N/A
|
1.64K
$205K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
100New |
N/A
|
100
$12.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
CALL |
100New |
N/A
|
100
$12.5K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
44New |
N/A
|
44
$5.51K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
41+ 128.13% |
N/A
|
73
$9.14K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
36+ 19.57% |
N/A
|
220
$27.5K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
35+ 0.7% |
N/A
|
5.07K
$634K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13New |
N/A
|
13
$1.63K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10New |
N/A
|
10
$1.25K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 13.64% |
N/A
|
25
$3.13K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
249KNew |
N/A
|
249K
$31.2M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
240K+ 6.91% |
N/A
|
3.71M
$464M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
108KNew |
N/A
|
108K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
105KNew |
N/A
|
105K
$13.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
54.1K+ 124.54% |
N/A
|
97.6K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
35.3KNew |
N/A
|
35.3K
$4.42M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
22KNew |
N/A
|
22K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
21.6KNew |
N/A
|
21.6K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
15.9KNew |
N/A
|
15.9K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.54K+ 117.93% |
N/A
|
17.6K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.88KNew |
N/A
|
7.88K
$986K
|
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
5.71KNew |
N/A
|
5.71K
$714K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.05K+ 71.07% |
N/A
|
9.76K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
3.99KNew |
N/A
|
3.99K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
3.8KNew |
N/A
|
3.8K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.09KNew |
N/A
|
3.09K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.48KNew |
N/A
|
2.48K
$310K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
2.45KNew |
N/A
|
2.45K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.22K+ 32.64% |
N/A
|
9.03K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.86KNew |
N/A
|
1.86K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$211K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$201K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.56KNew |
N/A
|
1.56K
$195K
|
|