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 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
26.4K+ 11.36% |
N/A
|
259K
$32.4M
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.84K- 35.96% |
N/A
|
6.84K
$856K
|
|
Aug 01, 2025
Q2 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-41.3K- 81.69% |
N/A
|
9.25K
$1.16M
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
44K+ 270.71% |
N/A
|
60.3K
$7.55M
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-20- 1.5% |
N/A
|
1.32K
$165K
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
312+ 14.31% |
N/A
|
2.49K
$312K
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
2.4K+ 2.58% |
N/A
|
95.4K
$11.9M
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-45- 1.7% |
N/A
|
2.6K
$326K
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
765+ 21.96% |
N/A
|
4.25K
$532K
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
90+ 1.08% |
N/A
|
8.41K
$1.05M
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-23.8K- 31.34% |
N/A
|
52.1K
$6.52M
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.04K- 1.24% |
N/A
|
83K
$10.4M
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
115+ 0.41% |
N/A
|
27.9K
$3.49M
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-467- 0.99% |
N/A
|
46.9K
$5.87M
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-90- 2.55% |
N/A
|
3.44K
$430K
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.05K+ 375.0% |
N/A
|
5.13K
$642K
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
904+ 2.05% |
N/A
|
45K
$5.64M
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
8.17KNew |
N/A
|
8.17K
$1.02M
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.28K- 2.71% |
N/A
|
45.7K
$5.73M
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
6New |
N/A
|
6
$751
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-14- 0.53% |
N/A
|
2.65K
$332K
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-339- 3.08% |
N/A
|
10.7K
$1.34M
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.87K+ 0.78% |
N/A
|
240K
$30.1M
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-352- 10.73% |
N/A
|
2.93K
$367K
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
7+ 25.0% |
N/A
|
35
$4.38K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.09K+ 2.7% |
N/A
|
79.5K
$9.95M
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
640+ 11.31% |
N/A
|
6.3K
$789K
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-352- 20.34% |
N/A
|
1.38K
$173K
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-74- 6.37% |
N/A
|
1.09K
$136K
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-167- 1.91% |
N/A
|
8.58K
$1.07M
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
144New |
N/A
|
144
$18K
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
522+ 1.55% |
N/A
|
34.3K
$4.29M
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
648+ 5.13% |
N/A
|
13.3K
$1.66M
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-645- 8.39% |
N/A
|
7.04K
$882K
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
3.6K+ 720.0% |
N/A
|
4.1K
$513K
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
18.3KNew |
N/A
|
18.3K
$2.29M
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-177- 12.41% |
N/A
|
1.25K
$156K
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
20.2K+ 23.53% |
N/A
|
106K
$13.3M
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-228- 23.15% |
N/A
|
757
$94.8K
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
76.2K+ 5.89% |
N/A
|
1.37M
$171M
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.41K+ 53.89% |
N/A
|
6.89K
$863K
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-12.1K- 64.82% |
N/A
|
6.55K
$820K
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.07K- 0.56% |
N/A
|
191K
$23.9M
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-72- 3.37% |
N/A
|
2.07K
$259K
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
415+ 41500.0% |
N/A
|
416
$52.1K
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.1% |
N/A
|
2.09K
$262K
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-882- 1.05% |
N/A
|
83.3K
$10.4M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.18K+ 119.91% |
N/A
|
9.5K
$1.19M
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
12+ 14.29% |
N/A
|
96
$12K
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.63K+ 4.93% |
N/A
|
34.8K
$4.35M
|