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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-716- 4.61% |
$79.9K - $90.3K
|
14.8K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-494- 16.82% |
$55.1K - $62.3K
|
2.44K
$306K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-360- 16.43% |
$40.2K - $45.4K
|
1.83K
$229K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-225- 0.68% |
$25.1K - $28.4K
|
32.8K
$4.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-200- 10.31% |
$22.3K - $25.2K
|
1.74K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-148- 1.13% |
$16.5K - $18.7K
|
13K
$1.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-147- 35.08% |
$16.4K - $18.5K
|
272
$34.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-144- 24.08% |
$16.1K - $18.2K
|
454
$56.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-110- 3.09% |
$12.3K - $13.9K
|
3.45K
$432K
|
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
SELL
|
- |
-100- 2.26% |
$11.2K - $12.6K
|
4.33K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-78- 43.82% |
$8.7K - $9.84K
|
100
$12.5K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-71- 3.0% |
$7.92K - $8.96K
|
2.29K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-52- 1.41% |
$5.8K - $6.56K
|
3.64K
$456K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-42- 2.06% |
$4.69K - $5.3K
|
2K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-32- 13.56% |
$3.57K - $4.04K
|
204
$25.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20- 40.0% |
$2.23K - $2.52K
|
30
$3.76K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-7Closed |
$781 - $883
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-4- 4.26% |
$446 - $505
|
90
$11.3K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Seth Klarman
Baupost Group LLC | Boston, Ma
|
SELL
|
- |
-1.47M- 73.36% |
$146M - $174M
|
533K
$66.8M
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-94.8K- 24.8% |
$9.43M - $11.2M
|
288K
$36M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-50.8K- 16.9% |
$5.04M - $6M
|
249K
$31.2M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-43.5K- 12.52% |
$4.32M - $5.14M
|
304K
$38.1M
|
|
|
May 12, 2023
Q1 2023
|
Noble Path Asset Management LP
New York, NY |
SELL
|
- |
-18.1K- 46.41% |
$1.8M - $2.14M
|
20.9K
$2.62M
|
|
|
May 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-12.1K- 79.08% |
$1.2M - $1.43M
|
3.2K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-7.76K- 69.09% |
$772K - $918K
|
3.47K
$435K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-5.76K- 13.22% |
$572K - $681K
|
37.8K
$4.73M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-4.25K- 15.86% |
$423K - $503K
|
22.6K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.5K- 90.91% |
$249K - $296K
|
250
$31.3K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.33K- 1.08% |
$231K - $275K
|
213K
$26.7M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.19K- 25.77% |
$118K - $141K
|
3.43K
$429K
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.03K- 16.91% |
$103K - $122K
|
5.07K
$635K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-920Closed |
$91.4K - $109K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-900- 32.49% |
$89.5K - $106K
|
1.87K
$234K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-832- 18.64% |
$82.7K - $98.4K
|
3.63K
$455K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-380- 34.86% |
$37.8K - $44.9K
|
710
$88.9K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-180- 9.05% |
$17.9K - $21.3K
|
1.81K
$226K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-106- 16.04% |
$10.5K - $12.5K
|
555
$69.5K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-100- 1.17% |
$9.94K - $11.8K
|
8.44K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-89- 2.45% |
$8.85K - $10.5K
|
3.55K
$444K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-44- 1.77% |
$4.37K - $5.2K
|
2.44K
$305K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-35- 1.35% |
$3.48K - $4.14K
|
2.56K
$321K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-25- 71.43% |
$2.49K - $2.96K
|
10
$1.25K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-23- 3.46% |
$2.29K - $2.72K
|
642
$80.4K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-5- 0.22% |
$497 - $591
|
2.24K
$280K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-371K- 99.06% |
$34.8M - $39.1M
|
3.52K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Contour Asset Management LLC
New York, NY |
SELL
|
- |
-326K- 36.55% |
$30.6M - $34.3M
|
565K
$70.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-120K- 10.05% |
$11.2M - $12.6M
|
1.07M
$134M
|
|
|
Feb 06, 2023
Q4 2022
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-95.2K- 8.11% |
$8.95M - $10M
|
1.08M
$135M
|
|
|
Feb 09, 2023
Q4 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-67.5K- 59.93% |
$6.35M - $7.12M
|
45.1K
$5.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Incline Global Management LLC
New York, NY |
SELL
|
- |
-49.9K- 22.66% |
$4.69M - $5.26M
|
170K
$21.3M
|
|