Latest Institutional Sells of Fiserv Inc (FISV)
This list provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-100- 72.99% |
N/A
|
37
$4.63K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-98- 41.53% |
N/A
|
138
$17.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-98- 2.77% |
N/A
|
3.45K
$431K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-86- 3.79% |
N/A
|
2.19K
$274K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-83- 0.56% |
N/A
|
14.9K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-60- 1.62% |
N/A
|
3.64K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-60- 2.45% |
N/A
|
2.39K
$299K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 35.9% |
N/A
|
100
$12.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-50- 0.3% |
N/A
|
16.4K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-50- 0.09% |
N/A
|
53.2K
$6.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-50- 2.17% |
N/A
|
2.25K
$282K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-45- 10.04% |
N/A
|
403
$50.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-43- 2.42% |
N/A
|
1.74K
$217K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-42- 8.33% |
N/A
|
462
$57.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-38- 1.8% |
N/A
|
2.07K
$259K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-38- 55.88% |
N/A
|
30
$3.76K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-37- 0.92% |
N/A
|
4K
$500K
|
|
|
Jul 17, 2024
Q2 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-28- 0.47% |
N/A
|
5.96K
$746K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-27- 1.73% |
N/A
|
1.54K
$192K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-26- 0.3% |
N/A
|
8.7K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 0.46% |
N/A
|
5.4K
$676K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-20- 1.13% |
N/A
|
1.75K
$219K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-19- 4.56% |
N/A
|
398
$49.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-18- 1.21% |
N/A
|
1.47K
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-17- 0.82% |
N/A
|
2.05K
$256K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-15- 0.42% |
N/A
|
3.55K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12- 42.86% |
N/A
|
16
$2K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-10- 0.34% |
N/A
|
2.97K
$371K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8- 0.06% |
N/A
|
12.9K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-5- 3.73% |
N/A
|
129
$16.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-4- 0.05% |
N/A
|
8.82K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 1.79% |
N/A
|
110
$13.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1- 0.05% |
N/A
|
2.01K
$252K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Point State Capital LP
New York, NY |
SELL
|
- |
-728K- 69.2% |
N/A
|
324K
$40.6M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-438K- 74.33% |
N/A
|
151K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-137K- 82.23% |
N/A
|
29.7K
$3.72M
|
|
|
May 13, 2024
Q1 2024
|
Soditic Asset Management LLP
London, X0 |
SELL
|
- |
-99.5K- 48.65% |
N/A
|
105K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-65.8K- 6.0% |
N/A
|
1.03M
$129M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-37.2K- 90.95% |
N/A
|
3.7K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-33.2K- 82.85% |
N/A
|
6.87K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Opportunity Capital, LLC
Dallas, TX |
SELL
|
- |
-26.5K- 29.08% |
N/A
|
64.6K
$8.09M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-15.3K- 59.26% |
N/A
|
10.5K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-9.54K- 99.97% |
N/A
|
3
$376
|
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-7.9K- 12.56% |
N/A
|
55K
$6.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7.8K- 89.46% |
N/A
|
919
$115K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-7.1K- 98.61% |
N/A
|
100
$12.5K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-7K- 77.78% |
N/A
|
2K
$250K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.21K- 39.46% |
N/A
|
6.46K
$809K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-2.92K- 10.42% |
N/A
|
25.1K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.48K- 11.39% |
N/A
|
19.3K
$2.41M
|
|