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 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
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-573- 11.2% |
N/A
|
4.55K
$569K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-571- 29.18% |
N/A
|
1.39K
$174K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-562- 2.33% |
N/A
|
23.5K
$2.94M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-555- 13.41% |
N/A
|
3.59K
$449K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-555- 2.38% |
N/A
|
22.8K
$2.85M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-540- 1.82% |
N/A
|
29.1K
$3.64M
|
|
Oct 31, 2024
Q3 2024
|
Palmer Knight CO
|
SELL
|
- |
-526- 1.08% |
N/A
|
48.4K
$6.06M
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-522- 0.13% |
N/A
|
406K
$50.8M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-519- 1.05% |
N/A
|
48.9K
$6.13M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-504- 1.06% |
N/A
|
46.9K
$5.87M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-504- 0.47% |
N/A
|
107K
$13.4M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-500- 12.51% |
N/A
|
3.5K
$438K
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-500- 20.0% |
N/A
|
2K
$250K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-499- 0.95% |
N/A
|
52K
$6.51M
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-498- 20.51% |
N/A
|
1.93K
$242K
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-497- 1.75% |
N/A
|
28K
$3.5M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-486- 1.0% |
N/A
|
47.9K
$6M
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-477- 18.57% |
N/A
|
2.09K
$262K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-465- 3.56% |
N/A
|
12.6K
$1.58M
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-456- 9.88% |
N/A
|
4.16K
$521K
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-456- 2.26% |
N/A
|
19.7K
$2.47M
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-453- 4.51% |
N/A
|
9.59K
$1.2M
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-453- 13.41% |
N/A
|
2.92K
$366K
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-443- 12.95% |
N/A
|
2.98K
$373K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-442- 25.33% |
N/A
|
1.3K
$163K
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-439- 17.04% |
N/A
|
2.14K
$268K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-437- 5.62% |
N/A
|
7.33K
$918K
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-430- 3.31% |
N/A
|
12.6K
$1.57M
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-425- 1.0% |
N/A
|
42.1K
$5.28M
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-425- 2.22% |
N/A
|
18.8K
$2.35M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-423- 4.31% |
N/A
|
9.4K
$1.18M
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-420- 11.05% |
N/A
|
3.38K
$423K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-412- 12.41% |
N/A
|
2.91K
$364K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-412- 16.86% |
N/A
|
2.03K
$254K
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-404- 0.65% |
N/A
|
61.8K
$7.74M
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-403- 0.86% |
N/A
|
46.4K
$5.81M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-401- 0.5% |
N/A
|
79.9K
$10M
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-400- 4.12% |
N/A
|
9.3K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-400- 0.71% |
N/A
|
55.9K
$7M
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-400- 0.05% |
N/A
|
759K
$95M
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-397- 4.32% |
N/A
|
8.8K
$1.1M
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-394- 0.35% |
N/A
|
112K
$14M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-391- 2.69% |
N/A
|
14.1K
$1.77M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-382- 1.12% |
N/A
|
33.7K
$4.21M
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
SELL
|
- |
-379- 0.47% |
N/A
|
80.6K
$10.1M
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-378- 5.49% |
N/A
|
6.51K
$815K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-376- 1.58% |
N/A
|
23.5K
$2.94M
|