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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-366- 3.81% |
$45.2K - $47.6K
|
9.23K
$1.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-137- 2.31% |
$16.9K - $17.8K
|
5.8K
$726K
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-64- 0.48% |
$7.9K - $8.32K
|
13.3K
$1.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-53- 2.01% |
$6.55K - $6.89K
|
2.59K
$324K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-40- 3.28% |
$4.94K - $5.2K
|
1.18K
$148K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20- 2.93% |
$2.47K - $2.6K
|
662
$82.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-13- 0.3% |
$1.61K - $1.69K
|
4.39K
$550K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-11- 6.88% |
$1.36K - $1.43K
|
149
$18.7K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-308K- 99.37% |
$34.4M - $38.9M
|
1.96K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-303K- 46.68% |
$33.8M - $38.2M
|
346K
$43.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-138K- 67.76% |
$15.4M - $17.4M
|
65.5K
$8.2M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-77K- 96.88% |
$8.59M - $9.71M
|
2.48K
$310K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-13.2K- 45.68% |
$1.47M - $1.66M
|
15.7K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-12.4K- 87.98% |
$1.39M - $1.57M
|
1.7K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-11.9K- 17.54% |
$1.33M - $1.5M
|
56K
$7.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-5.33K- 50.01% |
$594K - $672K
|
5.33K
$667K
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-4.31K- 36.44% |
$481K - $543K
|
7.51K
$941K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.18K- 61.13% |
$466K - $527K
|
2.66K
$332K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.36K- 61.53% |
$151K - $171K
|
847
$106K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-802- 6.25% |
$89.5K - $101K
|
12K
$1.51M
|
|
|
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 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
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-4- 4.26% |
$446 - $505
|
90
$11.3K
|
|
| Q1 2023 | |||||||
|
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
|
|
|
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 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
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-180- 9.05% |
$17.9K - $21.3K
|
1.81K
$226K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-100- 1.17% |
$9.94K - $11.8K
|
8.44K
$1.06M
|
|