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
|
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
|
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 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 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
|
|
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
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.95KNew |
$270K - $326K
|
2.95K
$369K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.71K+ 92.03% |
$249K - $300K
|
5.66K
$709K
|
|
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
|
|
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
|
|
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
|