Latest Institutional Purchases of Fiserv Inc (FISV)

FISV Quotes by TradingView

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
Precept Management LLC

Dallas, TX
BUY
 CALL
100K
New
$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
 -
60K
New
$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
 -
13.3K
New
$1.22M - $1.47M
13.3K $1.67M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
8.94K
New
$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
 -
5.86K
New
$537K - $648K
5.86K $733K
Oct 21, 2022 Q3 2022
Nu Wave Investment Management, LLC

BUY
 -
5.06K
New
$464K - $560K
5.06K $634K
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
 -
2.15K
New
$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
 -
743
New
$68.1K - $82.3K
743 $93K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
452
New
$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
 -
74
New
$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
Q2 2022
Jul 18, 2022 Q2 2022
North Growth Management Ltd.

BUY
 -
101K
New
$8.93M - $10.6M
101K $12.6M
Aug 15, 2022 Q2 2022
Bluefin Capital Management, LLC

New York, NY
BUY
 -
16.7K
New
$1.47M - $1.75M
16.7K $2.09M
Aug 12, 2022 Q2 2022
Cunning Capital Partners, LP

Morrisville, NC
BUY
 -
15.6K
New
$1.38M - $1.63M
15.6K $1.95M
Aug 11, 2022 Q2 2022
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
7.49K
New
$662K - $784K
7.49K $937K
Aug 15, 2022 Q2 2022
Maven Securities LTD

St Helier, Y9
BUY
 PUT
3.7K
New
$327K - $388K
3.7K $463K
Aug 11, 2022 Q2 2022
Moreno Evelyn V

Boston, MA
BUY
 -
3.11K
New
$275K - $325K
3.11K $389K
Aug 15, 2022 Q2 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
1.28K
New
$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 10, 2022 Q2 2022
Legacy Cg, LLC

Plano, TX
BUY
 -
314
New
$27.8K - $32.9K
314 $39.3K
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
200
New
$17.7K - $20.9K
200 $25K
Aug 08, 2022 Q2 2022
Tower View Investment Management & Research LLC

BUY
 -
180
New
$15.9K - $18.9K
180 $22.5K
Aug 05, 2022 Q2 2022
Sterling Investment Advisors, Ltd.

BUY
 -
140
New
$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
 -
96
New
$8.48K - $10.1K
96 $12K
Jul 15, 2022 Q2 2022
Destiny Wealth Partners, LLC

BUY
 -
68
New
$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
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

BUY
 -
16
+ 22.22%
$1.41K - $1.68K
88 $11K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
12
New
$1.06K - $1.26K
12 $1.5K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
2
New
$177 - $209
2 $250
Jul 19, 2022 Q2 2022
Carolina Wealth Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q1 2022
May 11, 2022 Q1 2022
Wilson Asset Management (International) Pty LTD

Sydney, C3
BUY
 -
232K
New
$21.4M - $25.3M
232K $29M
Oct 17, 2023 Q1 2022
1832 Asset Management L.P.

Toronto, A6
BUY
 PUT
135K
New
$12.5M - $14.8M
135K $16.9M
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
15.2K
New
$1.41M - $1.67M
15.2K $1.9M
Apr 25, 2022 Q1 2022
Grant

BUY
 -
10.3K
New
$952K - $1.13M
10.3K $1.29M
Apr 27, 2022 Q1 2022
Virginia National Bank

BUY
 -
4.1K
New
$380K - $449K
4.1K $513K
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
2.12K
New
$197K - $233K
2.12K $266K

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