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 13, 2022
Q1 2022
|
Dryden Capital, LLC
Miami, FL |
BUY
|
- |
2K+ 40.0% |
$185K - $219K
|
7K
$876K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
678+ 29.29% |
$62.8K - $74.2K
|
2.99K
$375K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
300New |
$27.8K - $32.8K
|
300
$37.6K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
120KNew |
$11.5M - $13.4M
|
120K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
18K+ 60.0% |
$1.72M - $2M
|
48K
$6.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$1.18M - $1.37M
|
12.3K
$1.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
2.73KNew |
$261K - $304K
|
2.73K
$342K
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.63KNew |
$252K - $293K
|
2.63K
$330K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.54KNew |
$243K - $283K
|
2.54K
$318K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
2.4KNew |
$229K - $267K
|
2.4K
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1.05KNew |
$100K - $117K
|
1.05K
$131K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
846New |
$80.8K - $94.2K
|
846
$106K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
400New |
$38.2K - $44.5K
|
400
$50.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
124New |
$11.8K - $13.8K
|
124
$15.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
50New |
$4.78K - $5.56K
|
50
$6.26K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
40New |
$3.82K - $4.45K
|
40
$5.01K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
10+ 50.0% |
$956 - $1.11K
|
30
$3.76K
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
CALL |
10K+ 100.0% |
$1.06M - $1.19M
|
20K
$2.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.3KNew |
$245K - $274K
|
2.3K
$288K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.04K+ 6.58% |
$217K - $243K
|
33K
$4.14M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
600New |
$63.7K - $71.5K
|
600
$75.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
95New |
$10.1K - $11.3K
|
95
$11.9K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Incline Global Management LLC
New York, NY |
BUY
|
CALL |
135KNew |
$14.4M - $17.1M
|
135K
$16.9M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
108KNew |
$11.5M - $13.6M
|
108K
$13.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
34.8K+ 228.95% |
$3.71M - $4.4M
|
50K
$6.26M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
11.8KNew |
$1.26M - $1.49M
|
11.8K
$1.48M
|
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
10KNew |
$1.07M - $1.27M
|
10K
$1.25M
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
5.2KNew |
$554K - $658K
|
5.2K
$651K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.55KNew |
$485K - $576K
|
4.55K
$570K
|
|
|
Aug 13, 2021
Q2 2021
|
Shay Capital LLC
New York, NY |
BUY
|
- |
841+ 22.98% |
$89.6K - $106K
|
4.5K
$563K
|
|
|
Aug 06, 2021
Q2 2021
|
Private Capital Advisors, Inc.
|
BUY
|
- |
50+ 0.41% |
$5.33K - $6.33K
|
12.3K
$1.53M
|
|
|
Jul 13, 2021
Q2 2021
|
First National Bank Of South Miami
|
BUY
|
- |
27New |
$2.88K - $3.42K
|
27
$3.38K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
75KNew |
$7.7M - $9.31M
|
75K
$9.39M
|
|
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
11.1KNew |
$1.14M - $1.38M
|
11.1K
$1.39M
|
|
|
May 13, 2021
Q1 2021
|
First Washington Corp
Seattle, WA |
BUY
|
- |
6.5KNew |
$667K - $807K
|
6.5K
$814K
|
|
|
May 04, 2021
Q1 2021
|
Oak Ridge Investments LLC
|
BUY
|
- |
3.61KNew |
$371K - $448K
|
3.61K
$452K
|
|
|
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
|
|