Latest Institutional Transactions on Fiserv Inc (FISV)
This table provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
76New |
$7.55K - $8.99K
|
76
$9.52K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-25- 71.43% |
$2.49K - $2.96K
|
10
$1.25K
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.18KNew |
$415K - $494K
|
4.18K
$523K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-29.5K- 26.91% |
$2.93M - $3.48M
|
80K
$10M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
346New |
$34.4K - $40.9K
|
346
$43.3K
|
|
|
May 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-12.1K- 79.08% |
$1.2M - $1.43M
|
3.2K
$401K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.04K+ 98.61% |
$302K - $360K
|
6.12K
$767K
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
833+ 26.12% |
$82.8K - $98.5K
|
4.02K
$504K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-100- 1.17% |
$9.94K - $11.8K
|
8.44K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$298 - $355
|
3
$376
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-23- 3.46% |
$2.29K - $2.72K
|
642
$80.4K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
593New |
$58.9K - $70.1K
|
593
$74.2K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-106- 16.04% |
$10.5K - $12.5K
|
555
$69.5K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.19K- 25.77% |
$118K - $141K
|
3.43K
$429K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-89- 2.45% |
$8.85K - $10.5K
|
3.55K
$444K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.41KNew |
$240K - $285K
|
2.41K
$302K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-44- 1.77% |
$4.37K - $5.2K
|
2.44K
$305K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
3.25KNew |
$323K - $384K
|
3.25K
$407K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10New |
$994 - $1.18K
|
10
$1.25K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.83KNew |
$182K - $216K
|
1.83K
$229K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
525New |
$52.2K - $62.1K
|
525
$65.7K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-197- 62.15% |
$19.6K - $23.3K
|
120
$15K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-35- 1.35% |
$3.48K - $4.14K
|
2.56K
$321K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
50New |
$4.97K - $5.91K
|
50
$6.26K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
11New |
$1.09K - $1.3K
|
11
$1.38K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-50.8K- 16.9% |
$5.04M - $6M
|
249K
$31.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6+ 1.0% |
$596 - $710
|
606
$75.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
6.92KNew |
$688K - $818K
|
6.92K
$866K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
66+ 1.89% |
$6.56K - $7.81K
|
3.56K
$446K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-380- 34.86% |
$37.8K - $44.9K
|
710
$88.9K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
335+ 8.26% |
$31.5K - $35.3K
|
4.39K
$550K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-7- 0.32% |
$658 - $738
|
2.15K
$269K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-958- 8.88% |
$90.1K - $101K
|
9.83K
$1.23M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
95New |
$8.93K - $10K
|
95
$11.9K
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-561- 72.29% |
$52.7K - $59.2K
|
215
$26.9K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
90New |
$8.46K - $9.49K
|
90
$11.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.34K- 63.62% |
$596K - $669K
|
3.63K
$454K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-4.96K- 88.63% |
$467K - $523K
|
637
$79.8K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6New |
$564 - $633
|
6
$751
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-110- 9.05% |
$10.3K - $11.6K
|
1.11K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Incline Global Management LLC
New York, NY |
SELL
|
- |
-49.9K- 22.66% |
$4.69M - $5.26M
|
170K
$21.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-42.4K- 35.75% |
$3.98M - $4.47M
|
76.1K
$9.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01K+ 64.52% |
$95.1K - $107K
|
2.58K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
421+ 5.66% |
$39.6K - $44.4K
|
7.86K
$984K
|
|
|
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 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-2.3K- 17.04% |
$216K - $243K
|
11.2K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
41+ 1.16% |
$3.85K - $4.32K
|
3.58K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
1.5KNew |
$141K - $158K
|
1.5K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-1.58K- 31.24% |
$149K - $167K
|
3.49K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
- |
3.35K+ 0.89% |
$315K - $353K
|
378K
$47.3M
|
|