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 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
66.3KNew |
N/A
|
66.3K
$8.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.5K+ 12.43% |
N/A
|
22.6K
$2.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
104KNew |
N/A
|
104K
$13M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
364+ 0.15% |
N/A
|
237K
$29.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
250+ 9.51% |
N/A
|
2.88K
$361K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
83+ 4.38% |
N/A
|
1.98K
$248K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
29+ 0.61% |
N/A
|
4.79K
$600K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
57.9K+ 1229.58% |
N/A
|
62.6K
$7.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-86K- 97.24% |
N/A
|
2.44K
$305K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
77New |
N/A
|
77
$9.64K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.35K+ 585.82% |
N/A
|
8.61K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
30.7K+ 447.79% |
N/A
|
37.6K
$4.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-242- 13.89% |
N/A
|
1.5K
$188K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
471+ 0.96% |
N/A
|
49.6K
$6.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-99- 76.15% |
N/A
|
31
$3.88K
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-258- 0.35% |
N/A
|
73.1K
$9.16M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-100- 5.23% |
N/A
|
1.81K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
17+ 0.66% |
N/A
|
2.61K
$327K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
183+ 16.49% |
N/A
|
1.29K
$162K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.3K+ 249.87% |
N/A
|
15.8K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
208K+ 12.12% |
N/A
|
1.93M
$241M
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-123- 7.85% |
N/A
|
1.44K
$181K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
114+ 3.53% |
N/A
|
3.34K
$418K
|
|
|
Jul 29, 2025
Q2 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-963- 80.25% |
N/A
|
237
$29.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.33K- 1.31% |
N/A
|
100K
$12.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.35K- 1.79% |
N/A
|
293K
$36.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Albert D Mason Inc
|
SELL
|
- |
-1.12K- 7.14% |
N/A
|
14.5K
$1.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
6+ 0.42% |
N/A
|
1.44K
$180K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-94- 1.15% |
N/A
|
8.09K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-262- 7.64% |
N/A
|
3.17K
$397K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.7K- 17.61% |
N/A
|
7.93K
$993K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 8.11% |
N/A
|
240
$30K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-55- 2.1% |
N/A
|
2.57K
$322K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-425- 16.95% |
N/A
|
2.08K
$261K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-44- 2.48% |
N/A
|
1.73K
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Palmer Knight CO
|
BUY
|
- |
2.45K+ 5.12% |
N/A
|
50.2K
$6.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
SELL
|
- |
-27- 0.01% |
N/A
|
279K
$34.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.58K- 3.9% |
N/A
|
63.6K
$7.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-1.61K- 1.2% |
N/A
|
133K
$16.6M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.46K- 3.81% |
N/A
|
36.8K
$4.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-768- 3.59% |
N/A
|
20.7K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
7+ 0.34% |
N/A
|
2.09K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
9.4K+ 675.22% |
N/A
|
10.8K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
48+ 1.15% |
N/A
|
4.23K
$529K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
11.9K+ 5.54% |
N/A
|
228K
$28.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
474+ 30.96% |
N/A
|
2.01K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-869- 3.92% |
N/A
|
21.3K
$2.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-4- 9.52% |
N/A
|
38
$4.76K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
483+ 21.01% |
N/A
|
2.78K
$348K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 0.11% |
N/A
|
1.83K
$229K
|