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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.51K- 14.45% |
N/A
|
32.6K
$4.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.9K- 22.07% |
N/A
|
49K
$6.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
6.82K+ 45.65% |
N/A
|
21.7K
$2.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.4K+ 64.64% |
N/A
|
8.67K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.07KNew |
N/A
|
5.07K
$635K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.56K- 24.18% |
N/A
|
11.2K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
18.5K+ 130.71% |
N/A
|
32.7K
$4.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
778+ 3.29% |
N/A
|
24.4K
$3.06M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.45% |
N/A
|
4.73K
$592K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.63% |
N/A
|
39
$4.88K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-237- 2.81% |
N/A
|
8.2K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
478+ 18.69% |
N/A
|
3.04K
$380K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.43KNew |
N/A
|
2.43K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-68.1K- 37.38% |
N/A
|
114K
$14.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-452- 13.25% |
N/A
|
2.96K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
999+ 8.64% |
N/A
|
12.6K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
375+ 0.44% |
N/A
|
86.2K
$10.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-729- 10.11% |
N/A
|
6.49K
$812K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.28K- 3.68% |
N/A
|
33.4K
$4.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-334- 1.72% |
N/A
|
19.1K
$2.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.09K- 2.31% |
N/A
|
46.1K
$5.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
190+ 6.71% |
N/A
|
3.02K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.18KNew |
N/A
|
2.18K
$273K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.24K+ 2.79% |
N/A
|
119K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-186- 19.52% |
N/A
|
767
$96K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4+ 0.04% |
N/A
|
10.1K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
106+ 7.67% |
N/A
|
1.49K
$186K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-63- 1.49% |
N/A
|
4.16K
$521K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
12+ 0.68% |
N/A
|
1.78K
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-265- 0.35% |
N/A
|
76.1K
$9.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-12K- 88.46% |
N/A
|
1.57K
$196K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-300- 1.95% |
N/A
|
15.1K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-32- 56.14% |
N/A
|
25
$3.13K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
198+ 1.5% |
N/A
|
13.4K
$1.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
337+ 378.65% |
N/A
|
426
$53.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-484- 15.09% |
N/A
|
2.72K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-305- 1.37% |
N/A
|
21.9K
$2.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-168- 21.03% |
N/A
|
631
$79K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.06K+ 16.81% |
N/A
|
62.9K
$7.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-152- 0.29% |
N/A
|
52.7K
$6.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16New |
N/A
|
16
$2K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
221+ 3.41% |
N/A
|
6.7K
$838K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-411- 1.6% |
N/A
|
25.3K
$3.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
459+ 13.46% |
N/A
|
3.87K
$484K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-124- 3.71% |
N/A
|
3.22K
$403K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
263+ 23.21% |
N/A
|
1.4K
$175K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-627- 22.99% |
N/A
|
2.1K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-24- 61.54% |
N/A
|
15
$1.88K
|