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 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
200New |
$24.7K - $26K
|
200
$25K
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
154+ 320.83% |
$19K - $20K
|
202
$25.3K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
58New |
$7.16K - $7.54K
|
58
$7.26K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
36+ 2.33% |
$4.45K - $4.68K
|
1.58K
$198K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
22+ 0.57% |
$2.72K - $2.86K
|
3.88K
$486K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
20+ 0.19% |
$2.47K - $2.6K
|
10.7K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
14New |
$1.73K - $1.82K
|
14
$1.75K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.12% |
$741 - $780
|
5.21K
$652K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$494 - $520
|
4
$501
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$124 - $130
|
10.8K
$1.35M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1+ 0.02% |
$124 - $130
|
5.44K
$681K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
221K+ 9.33% |
$24.6M - $27.9M
|
2.59M
$324M
|
|
Aug 10, 2023
Q2 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
70.9KNew |
$7.91M - $8.94M
|
70.9K
$8.87M
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
55.6KNew |
$6.21M - $7.02M
|
55.6K
$6.96M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
18.4KNew |
$2.05M - $2.32M
|
18.4K
$2.3M
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$1.82M - $2.05M
|
16.3K
$2.04M
|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$1.46M - $1.65M
|
13.1K
$1.63M
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
12.2KNew |
$1.36M - $1.53M
|
12.2K
$1.52M
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$1.18M - $1.34M
|
10.6K
$1.33M
|
|
Aug 14, 2023
Q2 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
10.5KNew |
$1.17M - $1.32M
|
10.5K
$1.31M
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
10.1KNew |
$1.13M - $1.27M
|
10.1K
$1.26M
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
5.87KNew |
$655K - $741K
|
5.87K
$735K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.24KNew |
$474K - $535K
|
4.24K
$531K
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.92KNew |
$326K - $368K
|
2.92K
$365K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.44KNew |
$273K - $308K
|
2.44K
$306K
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
2.29KNew |
$256K - $289K
|
2.29K
$287K
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2.19KNew |
$244K - $276K
|
2.19K
$274K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.13KNew |
$237K - $268K
|
2.13K
$266K
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.84KNew |
$205K - $232K
|
1.84K
$230K
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
1.73KNew |
$193K - $219K
|
1.73K
$217K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.7KNew |
$190K - $214K
|
1.7K
$213K
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.69KNew |
$188K - $213K
|
1.69K
$211K
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.68KNew |
$187K - $211K
|
1.68K
$210K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
720New |
$80.3K - $90.8K
|
720
$90.1K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
697New |
$77.8K - $87.9K
|
697
$87.3K
|
|
Aug 01, 2023
Q2 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
579New |
$64.6K - $73K
|
579
$72.5K
|
|
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
|