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 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
21.3KNew |
N/A
|
21.3K
$2.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-175- 1.78% |
N/A
|
9.65K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-69- 2.55% |
N/A
|
2.64K
$331K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-73- 2.3% |
N/A
|
3.1K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
25+ 0.54% |
N/A
|
4.64K
$581K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-157- 10.12% |
N/A
|
1.39K
$175K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.04K- 11.58% |
N/A
|
53.8K
$6.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
176+ 5.91% |
N/A
|
3.15K
$395K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-17.2K- 30.59% |
N/A
|
39K
$4.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-32.2K- 12.58% |
N/A
|
223K
$28M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
228+ 2.07% |
N/A
|
11.3K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
7.7K+ 18330.95% |
N/A
|
7.74K
$969K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
CALL |
1KNew |
N/A
|
1K
$125K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 0.83% |
N/A
|
1.88M
$235M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
248New |
N/A
|
248
$31K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5New |
N/A
|
5
$626
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.74K+ 11.2% |
N/A
|
17.3K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
330+ 6.02% |
N/A
|
5.81K
$728K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
750+ 7.8% |
N/A
|
10.4K
$1.3M
|
|
|
Jul 30, 2025
Q2 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-1.43K- 1.14% |
N/A
|
124K
$15.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.56K+ 96.0% |
N/A
|
9.32K
$1.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-118- 2.51% |
N/A
|
4.58K
$573K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.84K+ 1.29% |
N/A
|
380K
$47.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.27K+ 0.08% |
N/A
|
2.88M
$361M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.16K- 3.86% |
N/A
|
29K
$3.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-715- 3.74% |
N/A
|
18.4K
$2.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
33New |
N/A
|
33
$4.13K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
37New |
N/A
|
37
$4.63K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
7.45K+ 1.4% |
N/A
|
540K
$67.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.63K- 11.13% |
N/A
|
29K
$3.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.5K- 39.6% |
N/A
|
2.29K
$286K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
3.3K+ 99.61% |
N/A
|
6.61K
$828K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-80- 2.82% |
N/A
|
2.75K
$345K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.1K+ 19.77% |
N/A
|
61.2K
$7.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-74- 1.79% |
N/A
|
4.06K
$508K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
38+ 1.02% |
N/A
|
3.78K
$473K
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-7- 0.12% |
N/A
|
5.84K
$731K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-492- 16.6% |
N/A
|
2.47K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
56New |
N/A
|
56
$7.01K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-490- 4.25% |
N/A
|
11K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.36K- 3.88% |
N/A
|
157K
$19.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.52K- 34.88% |
N/A
|
2.85K
$356K
|
|
|
Jul 30, 2025
Q2 2025
|
Boit C F David
Boston, MA |
BUY
|
- |
1.1K+ 51.16% |
N/A
|
3.25K
$407K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
520+ 5.79% |
N/A
|
9.51K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-24- 1.42% |
N/A
|
1.67K
$209K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.08KNew |
N/A
|
3.08K
$385K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.07KNew |
N/A
|
1.07K
$134K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
35.5K+ 1.28% |
N/A
|
2.81M
$352M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.8K+ 3.62% |
N/A
|
109K
$13.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-15- 0.28% |
N/A
|
5.27K
$660K
|