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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-16.5K- 53.95% |
N/A
|
14.1K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-88- 4.05% |
N/A
|
2.09K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
10+ 0.13% |
N/A
|
7.76K
$972K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-981- 3.52% |
N/A
|
26.9K
$3.37M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
SELL
|
- |
-22.1K- 3.16% |
N/A
|
676K
$84.6M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.94K- 99.55% |
N/A
|
27
$3.38K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.93K+ 16.89% |
N/A
|
27.2K
$3.4M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-4.55K- 16.47% |
N/A
|
23.1K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-376- 1.7% |
N/A
|
21.8K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.33K+ 6.51% |
N/A
|
38.1K
$4.77M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.12K- 44.08% |
N/A
|
1.43K
$179K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-300- 2.11% |
N/A
|
13.9K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-103K- 26.1% |
N/A
|
291K
$36.5M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
4.38KNew |
N/A
|
4.38K
$548K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
774+ 22.97% |
N/A
|
4.14K
$519K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8+ 0.29% |
N/A
|
2.73K
$342K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
5.06K+ 84383.33% |
N/A
|
5.07K
$635K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.03K- 28.2% |
N/A
|
2.61K
$327K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 1.75% |
N/A
|
844
$106K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-406- 6.3% |
N/A
|
6.04K
$756K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
33+ 3.08% |
N/A
|
1.1K
$138K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
158+ 11.74% |
N/A
|
1.5K
$188K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
44New |
N/A
|
44
$5.51K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
809+ 5.43% |
N/A
|
15.7K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-82- 5.24% |
N/A
|
1.48K
$186K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5.17K- 9.33% |
N/A
|
50.2K
$6.29M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
787+ 18.41% |
N/A
|
5.06K
$634K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4- 0.39% |
N/A
|
1.02K
$128K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.12K+ 12.76% |
N/A
|
27.6K
$3.45M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.42K- 6.38% |
N/A
|
138K
$17.3M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-82.2K- 18.91% |
N/A
|
353K
$44.1M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
60.8K+ 5.69% |
N/A
|
1.13M
$141M
|
|
|
May 06, 2025
Q1 2025
|
Homestead Advisers Corp
|
SELL
|
- |
-91.8K- 13.09% |
N/A
|
610K
$76.3M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-29- 20.14% |
N/A
|
115
$14.4K
|
|
|
May 06, 2025
Q1 2025
|
Palmer Knight CO
|
SELL
|
- |
-754- 1.55% |
N/A
|
47.7K
$5.98M
|
|
|
May 06, 2025
Q1 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-99.6K- 77.19% |
N/A
|
29.4K
$3.68M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
151+ 6.4% |
N/A
|
2.51K
$315K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-60- 10.81% |
N/A
|
495
$62K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.9K+ 1.85% |
N/A
|
215K
$26.9M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-4.8K- 29.63% |
N/A
|
11.4K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-7.44K- 5.81% |
N/A
|
121K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
104+ 5.91% |
N/A
|
1.86K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
88+ 8.32% |
N/A
|
1.15K
$143K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
18.2K+ 1.52% |
N/A
|
1.21M
$152M
|
|
|
May 06, 2025
Q1 2025
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
56.9K+ 2.45% |
N/A
|
2.38M
$298M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-22.6K- 3.45% |
N/A
|
633K
$79.3M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-22- 0.15% |
N/A
|
14.8K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-104- 36.75% |
N/A
|
179
$22.4K
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-3.14K- 4.21% |
N/A
|
71.5K
$8.95M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 1.58% |
N/A
|
131K
$16.5M
|