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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
230+ 3.0% |
N/A
|
7.89K
$988K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.7K
$589K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-96- 5.44% |
N/A
|
1.67K
$209K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
123+ 1.08% |
N/A
|
11.5K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.04K- 0.76% |
N/A
|
655K
$82.1M
|
|
|
May 05, 2025
Q1 2025
|
Settian Capital LP
|
SELL
|
- |
-1K- 14.29% |
N/A
|
6K
$751K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 5.21% |
N/A
|
2.02K
$253K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.44K+ 93.36% |
N/A
|
2.97K
$372K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.37K+ 114.24% |
N/A
|
6.32K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-91- 0.22% |
N/A
|
41.8K
$5.23M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
21+ 6.69% |
N/A
|
335
$41.9K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
451+ 1.87% |
N/A
|
24.6K
$3.08M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-59- 0.5% |
N/A
|
11.7K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
478+ 6.25% |
N/A
|
8.12K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-26.9K- 19.35% |
N/A
|
112K
$14M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.03K- 25.4% |
N/A
|
8.91K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.23K- 1.53% |
N/A
|
272K
$34M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-1.8K- 6.95% |
N/A
|
24.1K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
971New |
N/A
|
971
$122K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
126K+ 68.3% |
N/A
|
310K
$38.9M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-69- 3.2% |
N/A
|
2.09K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
667+ 0.32% |
N/A
|
210K
$26.3M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 4.05% |
N/A
|
26.9K
$3.36M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.11K+ 32.04% |
N/A
|
4.58K
$573K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
758+ 38.13% |
N/A
|
2.75K
$344K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
17+ 0.42% |
N/A
|
4.04K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.3KNew |
N/A
|
16.3K
$2.04M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-674- 26.11% |
N/A
|
1.91K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-190- 0.92% |
N/A
|
20.5K
$2.57M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
254K+ 3.16% |
N/A
|
8.28M
$1.04B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2K- 37.63% |
N/A
|
3.31K
$415K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
70+ 2.53% |
N/A
|
2.83K
$355K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-237- 10.97% |
N/A
|
1.92K
$241K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
N/A
|
7
$876
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
231+ 4.25% |
N/A
|
5.66K
$709K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-5.31K- 13.82% |
N/A
|
33.1K
$4.15M
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
SELL
|
- |
-6.17K- 0.48% |
N/A
|
1.27M
$159M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.1K+ 22.0% |
N/A
|
56.2K
$7.03M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
979New |
N/A
|
979
$123K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-126- 1.51% |
N/A
|
8.23K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
397+ 40.76% |
N/A
|
1.37K
$172K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
281+ 11.8% |
N/A
|
2.66K
$333K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
251+ 23.61% |
N/A
|
1.31K
$165K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
31.6K+ 162.36% |
N/A
|
51.1K
$6.4M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
167+ 1.33% |
N/A
|
12.7K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-301- 4.83% |
N/A
|
5.93K
$742K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
54K+ 13.84% |
N/A
|
444K
$55.6M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.37% |
N/A
|
1.09K
$136K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1- 14.29% |
N/A
|
6
$751
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-90- 3.31% |
N/A
|
2.63K
$329K
|