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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5- 3.7% |
N/A
|
130
$16.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
59+ 1.82% |
N/A
|
3.3K
$414K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-3.7K- 80.43% |
N/A
|
900
$113K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 4.76% |
N/A
|
110
$13.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-52.8K- 1.87% |
N/A
|
2.78M
$348M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
84.2K+ 101.22% |
N/A
|
167K
$21M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.03K+ 60.72% |
N/A
|
10.7K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.36% |
N/A
|
1.4K
$175K
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-11.7K- 13.89% |
N/A
|
72.7K
$9.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-107K- 25.17% |
N/A
|
318K
$39.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-160- 0.5% |
N/A
|
32K
$4.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
189+ 5.25% |
N/A
|
3.79K
$474K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.32KNew |
N/A
|
2.32K
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.67K- 6.65% |
N/A
|
23.5K
$2.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
345+ 273.81% |
N/A
|
471
$59K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-250- 85.03% |
N/A
|
44
$5.51K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
1.05K+ 17.64% |
N/A
|
6.98K
$874K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.6K+ 4.91% |
N/A
|
290K
$36.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-39.7K- 8.54% |
N/A
|
425K
$53.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
925+ 28.67% |
N/A
|
4.15K
$520K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
25.2KNew |
N/A
|
25.2K
$3.16M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2.8K- 1.23% |
N/A
|
225K
$28.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-711- 96.87% |
N/A
|
23
$2.88K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
11+ 220.0% |
N/A
|
16
$2K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
20+ 1.95% |
N/A
|
1.05K
$131K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
395New |
N/A
|
395
$49.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.82KNew |
N/A
|
2.82K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
928New |
N/A
|
928
$116K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1- 0.08% |
N/A
|
1.25K
$157K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
343+ 4.26% |
N/A
|
8.4K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11K+ 4.84% |
N/A
|
238K
$29.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-63- 6.87% |
N/A
|
854
$107K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-87- 6.41% |
N/A
|
1.27K
$159K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-278- 0.09% |
N/A
|
299K
$37.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
127+ 5.76% |
N/A
|
2.33K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
303+ 12.74% |
N/A
|
2.68K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31+ 1.25% |
N/A
|
2.51K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
43.4KNew |
N/A
|
43.4K
$5.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-145- 0.11% |
N/A
|
136K
$17M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.4KNew |
N/A
|
2.4K
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.18K- 12.46% |
N/A
|
36.4K
$4.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-628K- 17.86% |
N/A
|
2.89M
$361M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
193+ 2.83% |
N/A
|
7.01K
$878K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
98New |
N/A
|
98
$12.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-389- 81.21% |
N/A
|
90
$11.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 26.4% |
N/A
|
82.1K
$10.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-17- 0.13% |
N/A
|
12.6K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
99+ 4.69% |
N/A
|
2.21K
$277K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-25- 2.29% |
N/A
|
1.07K
$134K
|