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 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-132- 5.84% |
N/A
|
2.13K
$266K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-1.52K- 36.58% |
N/A
|
2.63K
$329K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-511- 3.99% |
N/A
|
12.3K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
N/A
|
15
$1.88K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
5.79KNew |
N/A
|
5.79K
$725K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.34K- 8.26% |
N/A
|
70.5K
$8.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-39- 12.54% |
N/A
|
272
$34.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-58- 3.07% |
N/A
|
1.83K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1K- 2.04% |
N/A
|
47.9K
$6M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
17+ 0.27% |
N/A
|
6.39K
$800K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.1K+ 8.29% |
N/A
|
40.5K
$5.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6K- 70.28% |
N/A
|
4.9K
$613K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.69K- 11.21% |
N/A
|
13.3K
$1.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
295+ 0.7% |
N/A
|
42.4K
$5.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
SELL
|
- |
-302- 1.1% |
N/A
|
27.2K
$3.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
737+ 54.39% |
N/A
|
2.09K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-50- 15.29% |
N/A
|
277
$34.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
7.17K+ 11.95% |
N/A
|
67.1K
$8.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
455+ 9.69% |
N/A
|
5.15K
$645K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.18K+ 2.15% |
N/A
|
55.7K
$6.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
118K+ 5.9% |
N/A
|
2.11M
$264M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-265- 3.7% |
N/A
|
6.9K
$864K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
54K+ 208.95% |
N/A
|
79.8K
$9.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
47New |
N/A
|
47
$5.88K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-55- 13.06% |
N/A
|
366
$45.8K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
BUY
|
- |
438+ 0.95% |
N/A
|
46.5K
$5.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-109- 0.68% |
N/A
|
15.9K
$1.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Coerente Capital Management
|
BUY
|
- |
6.93K+ 4.57% |
N/A
|
159K
$19.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-10- 0.13% |
N/A
|
7.75K
$971K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.25K- 4.03% |
N/A
|
77.3K
$9.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.7K+ 33.3% |
N/A
|
10.8K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.23K- 5.65% |
N/A
|
20.6K
$2.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Actiam N.V.
Rotterdam, P7 |
SELL
|
- |
-2.67K- 0.59% |
N/A
|
448K
$56M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-150- 6.47% |
N/A
|
2.17K
$272K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40+ 0.19% |
N/A
|
21K
$2.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
10+ 0.66% |
N/A
|
1.53K
$191K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
3.16K+ 8.54% |
N/A
|
40.1K
$5.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.25K- 25.2% |
N/A
|
3.71K
$465K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-103K- 18.75% |
N/A
|
447K
$56M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
128+ 0.64% |
N/A
|
20.1K
$2.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-168- 4.91% |
N/A
|
3.25K
$407K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-1.1K- 23.07% |
N/A
|
3.67K
$459K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-14- 0.8% |
N/A
|
1.74K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-818- 22.05% |
N/A
|
2.89K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
156K+ 15.89% |
N/A
|
1.14M
$143M
|
|
|
Jul 24, 2025
Q2 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
10.9K+ 33.74% |
N/A
|
43.2K
$5.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-77- 8.23% |
N/A
|
859
$108K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-37.1K- 50.85% |
N/A
|
35.8K
$4.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 16.15% |
N/A
|
8.75K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-26- 14.53% |
N/A
|
153
$19.2K
|