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 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4New |
N/A
|
4
$501
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
204+ 21.82% |
N/A
|
1.14K
$143K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-310- 1.9% |
N/A
|
16K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.09K+ 80.59% |
N/A
|
2.44K
$305K
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
519+ 0.28% |
N/A
|
189K
$23.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-140- 2.01% |
N/A
|
6.83K
$855K
|
|
|
Aug 06, 2025
Q2 2025
|
Brooktree Capital Management
|
BUY
|
- |
701+ 1.58% |
N/A
|
45.1K
$5.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Suncoast Equity Management
|
SELL
|
- |
-660- 0.3% |
N/A
|
217K
$27.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
107+ 7.36% |
N/A
|
1.56K
$195K
|
|
|
Aug 06, 2025
Q2 2025
|
C World Wide Group Holding A
|
SELL
|
- |
-1.73M- 99.34% |
N/A
|
11.5K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1.72K+ 6.4% |
N/A
|
28.6K
$3.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
147K+ 170.87% |
N/A
|
232K
$29.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
23.3KNew |
N/A
|
23.3K
$2.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1- 2.5% |
N/A
|
39
$4.88K
|
|
|
Aug 06, 2025
Q2 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
6.4K+ 51.2% |
N/A
|
18.9K
$2.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.4K- 13.5% |
N/A
|
98.7K
$12.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
BUY
|
- |
450+ 0.97% |
N/A
|
47K
$5.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-42- 0.77% |
N/A
|
5.4K
$676K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
19+ 1.12% |
N/A
|
1.72K
$216K
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
309+ 2.64% |
N/A
|
12K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-17.4K- 74.24% |
N/A
|
6.05K
$757K
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
60New |
N/A
|
60
$7.51K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
330+ 11.04% |
N/A
|
3.32K
$416K
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-162K- 96.91% |
N/A
|
5.18K
$648K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
221+ 960.87% |
N/A
|
244
$30.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
130+ 1.77% |
N/A
|
7.48K
$936K
|
|
|
Aug 06, 2025
Q2 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-107K- 2.48% |
N/A
|
4.2M
$526M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.79K+ 24.52% |
N/A
|
19.2K
$2.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
18.5K+ 17.05% |
N/A
|
127K
$15.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-6.57K- 23.44% |
N/A
|
21.5K
$2.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-175- 8.89% |
N/A
|
1.79K
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-5.39K- 99.74% |
N/A
|
14
$1.75K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
3+ 37.5% |
N/A
|
11
$1.38K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.4KNew |
N/A
|
4.4K
$551K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-89- 14.33% |
N/A
|
532
$66.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.4K+ 29.27% |
N/A
|
10.6K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
34.8K+ 8.88% |
N/A
|
427K
$53.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-11- 10.0% |
N/A
|
99
$12.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Jcsd Capital, LLC
|
BUY
|
- |
2.2KNew |
N/A
|
2.2K
$275K
|
|
|
Aug 06, 2025
Q2 2025
|
Jcsd Capital, LLC
|
BUY
|
CALL |
18.6KNew |
N/A
|
18.6K
$2.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
24.1K+ 23.84% |
N/A
|
125K
$15.7M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-27- 81.82% |
N/A
|
6
$751
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-977- 10.05% |
N/A
|
8.75K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
42+ 1.02% |
N/A
|
4.16K
$521K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-470- 18.78% |
N/A
|
2.03K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.17% |
N/A
|
606
$75.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.5K- 5.52% |
N/A
|
25.7K
$3.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
9+ 0.38% |
N/A
|
2.39K
$299K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
20.5K+ 24.91% |
N/A
|
103K
$12.9M
|