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 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
BUY
|
CALL |
300New |
$30.8K - $37.2K
|
300
$37.6K
|
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
158New |
$16.2K - $19.6K
|
158
$19.8K
|
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
120New |
$12.3K - $14.9K
|
120
$15K
|
|
|
Apr 14, 2021
Q1 2021
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
75New |
$7.7K - $9.31K
|
75
$9.39K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Maplelane Capital, LLC
New York, NY |
BUY
|
- |
283K+ 14.04% |
$26.4M - $33.3M
|
2.3M
$287M
|
|
|
Feb 12, 2021
Q4 2020
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
PUT |
6.5KNew |
$608K - $767K
|
6.5K
$814K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
4.15K+ 28.67% |
$388K - $490K
|
18.6K
$2.33M
|
|
|
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$374K - $472K
|
4K
$501K
|
|
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
3.31KNew |
$309K - $390K
|
3.31K
$414K
|
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
135New |
$12.6K - $15.9K
|
135
$16.9K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100New |
$9.35K - $11.8K
|
100
$12.5K
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
3+ 300.0% |
$281 - $354
|
4
$501
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Gabriel Plotkin
Melvin Capital Management LP | New York, Ny
|
BUY
|
CALL |
890K+ 16.57% |
$82.8M - $92.6M
|
6.26M
$784M
|
|
|
Nov 16, 2020
Q3 2020
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
141KNew |
$13.1M - $14.6M
|
141K
$17.6M
|
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
BUY
|
PUT |
2.5KNew |
$233K - $260K
|
2.5K
$313K
|
|
|
Oct 27, 2020
Q3 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
301+ 10.73% |
$28K - $31.3K
|
3.11K
$389K
|
|
|
Nov 10, 2020
Q3 2020
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
228K+ 113950.0% |
$19.6M - $25M
|
228K
$28.6M
|
|
|
Aug 14, 2020
Q2 2020
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
4.88KNew |
$421K - $535K
|
4.88K
$611K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
612+ 9.36% |
$52.7K - $67K
|
7.15K
$895K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
45.5K+ 968.09% |
$3.5M - $5.64M
|
50.2K
$6.29M
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
500New |
$38.5K - $61.9K
|
500
$62.6K
|
|
| Q4 2019 | |||||||
|
May 14, 2020
Q4 2019
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
7.6KNew |
$766K - $890K
|
7.6K
$952K
|
|
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.54KNew |
$155K - $180K
|
1.54K
$193K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
PUT |
150KNew |
$13.9M - $16.3M
|
150K
$18.8M
|
|
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
15.8KNew |
$1.46M - $1.71M
|
15.8K
$1.97M
|
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
4.52KNew |
$419K - $492K
|
4.52K
$566K
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
69New |
$6.38K - $7.5K
|
69
$8.64K
|
|
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
50New |
$4.63K - $5.44K
|
50
$6.26K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
72.5KNew |
$5.99M - $6.65M
|
72.5K
$9.08M
|
|
|
Aug 01, 2019
Q2 2019
|
Barbara Oil Co.
Chicago, IL |
BUY
|
- |
9K+ 300.0% |
$744K - $825K
|
12K
$1.5M
|
|
|
Sep 13, 2021
Q2 2019
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
400+ 40.0% |
$33.1K - $36.7K
|
1.4K
$175K
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Keystone Financial Group
|
BUY
|
- |
2.98KNew |
$209K - $263K
|
2.98K
$373K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.57KNew |
$384K - $456K
|
5.57K
$697K
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
714+ 1.97% |
$53.1K - $58.8K
|
36.9K
$4.62M
|
|
|
Oct 09, 2018
Q3 2018
|
Trust CO
|
BUY
|
- |
100New |
$7.44K - $8.24K
|
100
$12.5K
|
|
| Q1 2018 | |||||||
|
Apr 27, 2018
Q1 2018
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
2.14K+ 100.0% |
$138K - $159K
|
4.28K
$536K
|
|
|
May 08, 2018
Q1 2018
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.19K+ 100.0% |
$76.7K - $88.2K
|
2.38K
$297K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
31.4KNew |
$1.97M - $2.07M
|
31.4K
$3.93M
|
|