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 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-412- 0.84% |
N/A
|
48.6K
$6.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1K- 9.92% |
N/A
|
9.08K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
834+ 10.09% |
N/A
|
9.1K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-6.34K- 13.33% |
N/A
|
41.2K
$5.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-122- 6.53% |
N/A
|
1.75K
$218K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-22- 5.84% |
N/A
|
355
$44.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.67K- 14.5% |
N/A
|
9.86K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
1.78K+ 35.82% |
N/A
|
6.75K
$845K
|
|
|
Jul 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
138K+ 83.69% |
N/A
|
303K
$38M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-7- 0.12% |
N/A
|
5.99K
$750K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.42K+ 1.29% |
N/A
|
112K
$14M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-121- 2.44% |
N/A
|
4.85K
$607K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.85K+ 3.71% |
N/A
|
136K
$17M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.29K+ 21.69% |
N/A
|
7.25K
$907K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
152+ 3.12% |
N/A
|
5.02K
$628K
|
|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
12.9K+ 8.23% |
N/A
|
169K
$21.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
216+ 2.57% |
N/A
|
8.61K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-99- 26.47% |
N/A
|
275
$34.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
2.33K+ 3.34% |
N/A
|
72K
$9.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
78+ 1.92% |
N/A
|
4.15K
$519K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
142+ 218.46% |
N/A
|
207
$25.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
45+ 1.51% |
N/A
|
3.02K
$378K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
51+ 2.05% |
N/A
|
2.54K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-34- 2.56% |
N/A
|
1.29K
$162K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-118- 6.5% |
N/A
|
1.7K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
199+ 1.61% |
N/A
|
12.6K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-60- 0.78% |
N/A
|
7.68K
$961K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
4.07K+ 363.43% |
N/A
|
5.2K
$650K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-450- 14.13% |
N/A
|
2.74K
$342K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
495+ 9.5% |
N/A
|
5.7K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.15K+ 29.64% |
N/A
|
18.2K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
28+ 1.23% |
N/A
|
2.3K
$288K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-2.49K- 3.53% |
N/A
|
67.8K
$8.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-152- 50.33% |
N/A
|
150
$18.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.11K- 7.11% |
N/A
|
53.7K
$6.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.67K+ 5.28% |
N/A
|
33.4K
$4.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-95- 7.37% |
N/A
|
1.19K
$149K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.78KNew |
N/A
|
2.78K
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-402- 24.22% |
N/A
|
1.26K
$158K
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
787+ 1.71% |
N/A
|
46.9K
$5.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.88K+ 82.96% |
N/A
|
17.4K
$2.17M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.44K- 9.7% |
N/A
|
22.7K
$2.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-784- 1.26% |
N/A
|
61.2K
$7.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-57- 3.08% |
N/A
|
1.8K
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
473+ 4.08% |
N/A
|
12.1K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-14- 0.71% |
N/A
|
1.96K
$245K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-78- 6.22% |
N/A
|
1.18K
$147K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 1.42% |
N/A
|
1.8K
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-400- 0.65% |
N/A
|
61K
$7.64M
|