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 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
5.1K+ 87.41% |
N/A
|
10.9K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 100.0% |
N/A
|
8
$1K
|
|
|
Jul 22, 2025
Q2 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
312+ 5.23% |
N/A
|
6.27K
$785K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
812+ 5.03% |
N/A
|
16.9K
$2.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
277+ 9.77% |
N/A
|
3.11K
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
12.5K+ 65.79% |
N/A
|
31.5K
$3.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-12- 0.07% |
N/A
|
17.8K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
41+ 0.15% |
N/A
|
26.9K
$3.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
264+ 2.83% |
N/A
|
9.6K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
241+ 13.92% |
N/A
|
1.97K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11+ 52.38% |
N/A
|
32
$4.01K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-65- 4.35% |
N/A
|
1.43K
$179K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-77- 5.14% |
N/A
|
1.42K
$178K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
637+ 28.22% |
N/A
|
2.89K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
564+ 4.46% |
N/A
|
13.2K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-682- 21.83% |
N/A
|
2.44K
$306K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-199- 46.93% |
N/A
|
225
$28.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9+ 0.22% |
N/A
|
4.16K
$521K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
444+ 20.53% |
N/A
|
2.61K
$326K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
105+ 2.56% |
N/A
|
4.21K
$527K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-329- 2.21% |
N/A
|
14.5K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
5.38K+ 7.41% |
N/A
|
78.1K
$9.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
344K+ 5099.29% |
N/A
|
351K
$43.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
N/A
|
100
$12.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
4.96K+ 18.21% |
N/A
|
32.2K
$4.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-300- 8.43% |
N/A
|
3.26K
$408K
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
28.7K+ 1009.24% |
N/A
|
31.6K
$3.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.62K- 16.85% |
N/A
|
12.9K
$1.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6.96K+ 16.19% |
N/A
|
49.9K
$6.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
334+ 4.3% |
N/A
|
8.11K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.09K- 5.39% |
N/A
|
19.2K
$2.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-20- 0.29% |
N/A
|
6.88K
$861K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3+ 0.17% |
N/A
|
1.72K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-40- 2.67% |
N/A
|
1.46K
$183K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-550- 16.65% |
N/A
|
2.75K
$345K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.36K+ 29.59% |
N/A
|
5.97K
$747K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 29.52% |
N/A
|
27.9K
$3.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
129+ 4.61% |
N/A
|
2.93K
$367K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
27.4K+ 100.43% |
N/A
|
54.7K
$6.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-185- 8.53% |
N/A
|
1.99K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
942+ 14.11% |
N/A
|
7.62K
$954K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-903- 38.62% |
N/A
|
1.44K
$180K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.87KNew |
N/A
|
6.87K
$860K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-76.4K- 51.19% |
N/A
|
72.8K
$9.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.42KNew |
N/A
|
8.42K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
10+ 0.61% |
N/A
|
1.64K
$206K
|
|
|
Jul 21, 2025
Q2 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
7.75K+ 25.87% |
N/A
|
37.7K
$4.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-188- 0.67% |
N/A
|
27.8K
$3.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-11- 0.6% |
N/A
|
1.83K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
13+ 0.63% |
N/A
|
2.08K
$261K
|