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 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-925- 9.05% |
N/A
|
9.3K
$1.16M
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-917- 25.28% |
N/A
|
2.71K
$339K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-896- 7.73% |
N/A
|
10.7K
$1.34M
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-895- 0.89% |
N/A
|
100K
$12.5M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-886- 13.88% |
N/A
|
5.5K
$688K
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-880- 1.3% |
N/A
|
67.1K
$8.39M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-875- 3.81% |
N/A
|
22.1K
$2.77M
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-875- 23.49% |
N/A
|
2.85K
$357K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-872- 10.02% |
N/A
|
7.83K
$980K
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-872- 0.48% |
N/A
|
180K
$22.6M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-868- 0.13% |
N/A
|
661K
$82.7M
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-837- 2.24% |
N/A
|
36.6K
$4.58M
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-808- 17.64% |
N/A
|
3.77K
$472K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-805- 84.92% |
N/A
|
143
$17.9K
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-800- 13.01% |
N/A
|
5.35K
$670K
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-800- 3.51% |
N/A
|
22K
$2.75M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-787- 29.05% |
N/A
|
1.92K
$241K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-756- 23.17% |
N/A
|
2.51K
$314K
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-732- 0.34% |
N/A
|
215K
$27M
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-722- 21.21% |
N/A
|
2.68K
$336K
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-715- 3.57% |
N/A
|
19.3K
$2.42M
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-715- 0.21% |
N/A
|
337K
$42.2M
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 2.11% |
N/A
|
32.4K
$4.06M
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-693- 8.66% |
N/A
|
7.31K
$915K
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-693- 1.71% |
N/A
|
39.8K
$4.98M
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-689- 8.65% |
N/A
|
7.28K
$911K
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-676- 4.97% |
N/A
|
12.9K
$1.62M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-676- 6.03% |
N/A
|
10.5K
$1.32M
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-660- 6.06% |
N/A
|
10.2K
$1.28M
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-656- 5.98% |
N/A
|
10.3K
$1.29M
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-652- 1.67% |
N/A
|
38.4K
$4.81M
|
|
Nov 14, 2024
Q3 2024
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-650- 24.53% |
N/A
|
2K
$250K
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-650- 23.34% |
N/A
|
2.14K
$267K
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-650- 1.81% |
N/A
|
35.2K
$4.41M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-640- 1.18% |
N/A
|
53.6K
$6.71M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-637- 1.96% |
N/A
|
31.8K
$3.98M
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-631- 1.15% |
N/A
|
54.2K
$6.79M
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-624- 1.37% |
N/A
|
44.9K
$5.62M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-622- 8.28% |
N/A
|
6.89K
$862K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-618- 1.01% |
N/A
|
60.3K
$7.56M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-616- 23.04% |
N/A
|
2.06K
$258K
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-612- 1.73% |
N/A
|
34.7K
$4.35M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-608- 5.64% |
N/A
|
10.2K
$1.27M
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-602- 0.72% |
N/A
|
82.5K
$10.3M
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-600- 2.73% |
N/A
|
21.3K
$2.67M
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-599- 27.41% |
N/A
|
1.59K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-595- 3.87% |
N/A
|
14.8K
$1.85M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-590- 3.72% |
N/A
|
15.3K
$1.91M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-581- 0.84% |
N/A
|
68.6K
$8.58M
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-581- 5.68% |
N/A
|
9.64K
$1.21M
|