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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
CALL |
14.7KNew |
N/A
|
14.7K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-311- 3.78% |
N/A
|
7.92K
$992K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.23K+ 2.94% |
N/A
|
183K
$22.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
284+ 23.63% |
N/A
|
1.49K
$186K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27.5K- 25.17% |
N/A
|
81.8K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-7.58K- 42.52% |
N/A
|
10.2K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.21K- 48.86% |
N/A
|
5.45K
$683K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
99+ 3.79% |
N/A
|
2.71K
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
12.3K+ 2.28% |
N/A
|
552K
$69M
|
|
|
Aug 11, 2025
Q2 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-117K- 36.95% |
N/A
|
200K
$25.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Marathon Asset Management LTD
|
BUY
|
- |
98.6K+ 23.2% |
N/A
|
523K
$65.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-125- 0.9% |
N/A
|
13.8K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-827- 28.59% |
N/A
|
2.07K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 1.95% |
N/A
|
314
$39.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.18K+ 3.85% |
N/A
|
31.8K
$3.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
56+ 193.1% |
N/A
|
85
$10.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
261+ 2.04% |
N/A
|
13.1K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.1K+ 27.22% |
N/A
|
98.7K
$12.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34+ 10.15% |
N/A
|
369
$46.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1K+ 12.09% |
N/A
|
9.29K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
176+ 8.96% |
N/A
|
2.14K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
691+ 8.6% |
N/A
|
8.73K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
240+ 233.01% |
N/A
|
343
$42.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Clark Estates Inc
New York, NY |
BUY
|
- |
45K+ 177.87% |
N/A
|
70.3K
$8.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-436- 3.73% |
N/A
|
11.2K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-720- 0.96% |
N/A
|
74.6K
$9.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-129- 3.73% |
N/A
|
3.33K
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.57K+ 5.75% |
N/A
|
28.9K
$3.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-105- 7.7% |
N/A
|
1.26K
$158K
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
2.45K+ 81.67% |
N/A
|
5.45K
$682K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3- 0.79% |
N/A
|
376
$47.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Explore Capital Management, LLC
Dallas, TX |
BUY
|
- |
57.6KNew |
N/A
|
57.6K
$7.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-202- 13.46% |
N/A
|
1.3K
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
29.5KNew |
N/A
|
29.5K
$3.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.38K- 28.52% |
N/A
|
5.95K
$745K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
130New |
N/A
|
130
$16.3K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-735- 24.99% |
N/A
|
2.21K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-245- 41.81% |
N/A
|
341
$42.7K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.45K+ 4.65% |
N/A
|
32.6K
$4.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.7K+ 4.06% |
N/A
|
43.5K
$5.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-91- 4.07% |
N/A
|
2.15K
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
22K+ 13.33% |
N/A
|
187K
$23.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-19.4K- 91.76% |
N/A
|
1.74K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
130+ 0.63% |
N/A
|
20.8K
$2.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-25.7K- 61.7% |
N/A
|
16K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
8.77KNew |
N/A
|
8.77K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-37.8K- 5.97% |
N/A
|
595K
$74.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
951+ 20.26% |
N/A
|
5.64K
$707K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.53K- 5.05% |
N/A
|
28.8K
$3.6M
|