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 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-42- 3.71% |
N/A
|
1.09K
$136K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-178- 8.09% |
N/A
|
2.02K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-768- 10.46% |
N/A
|
6.57K
$823K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
913New |
N/A
|
913
$114K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
12New |
N/A
|
12
$1.5K
|
|
|
May 12, 2025
Q1 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
1.2MNew |
N/A
|
1.2M
$151M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
987+ 570.52% |
N/A
|
1.16K
$145K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
382+ 9.01% |
N/A
|
4.62K
$579K
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
428+ 69.03% |
N/A
|
1.05K
$131K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
73+ 1.38% |
N/A
|
5.37K
$672K
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-57.3K- 35.02% |
N/A
|
106K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-10- 0.73% |
N/A
|
1.37K
$171K
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
1.65KNew |
N/A
|
1.65K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$140K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.45KNew |
N/A
|
6.45K
$808K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
250+ 39.12% |
N/A
|
889
$111K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
3+ 0.23% |
N/A
|
1.31K
$164K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-338- 24.98% |
N/A
|
1.02K
$127K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
80+ 4.3% |
N/A
|
1.94K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-239- 13.83% |
N/A
|
1.49K
$186K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
437New |
N/A
|
437
$54.7K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.92K- 59.11% |
N/A
|
2.02K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
800+ 100.0% |
N/A
|
1.6K
$200K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
188+ 3.12% |
N/A
|
6.21K
$777K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2K+ 46.43% |
N/A
|
6.31K
$790K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-31- 2.62% |
N/A
|
1.15K
$144K
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
161+ 10.04% |
N/A
|
1.77K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
879+ 1.86% |
N/A
|
48.2K
$6.03M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-7.19K- 40.06% |
N/A
|
10.8K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-102- 8.67% |
N/A
|
1.07K
$134K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.54KNew |
N/A
|
4.54K
$568K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-400- 30.19% |
N/A
|
925
$116K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-88- 4.05% |
N/A
|
2.09K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.94K- 99.55% |
N/A
|
27
$3.38K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-4.55K- 16.47% |
N/A
|
23.1K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
4.38KNew |
N/A
|
4.38K
$548K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 1.75% |
N/A
|
844
$106K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
33+ 3.08% |
N/A
|
1.1K
$138K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
44New |
N/A
|
44
$5.51K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
787+ 18.41% |
N/A
|
5.06K
$634K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4- 0.39% |
N/A
|
1.02K
$128K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-29- 20.14% |
N/A
|
115
$14.4K
|
|
|
May 06, 2025
Q1 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-99.6K- 77.19% |
N/A
|
29.4K
$3.68M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-4.8K- 29.63% |
N/A
|
11.4K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
88+ 8.32% |
N/A
|
1.15K
$143K
|
|
|
May 06, 2025
Q1 2025
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
56.9K+ 2.45% |
N/A
|
2.38M
$298M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-195- 17.6% |
N/A
|
913
$114K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$162K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
199+ 19.25% |
N/A
|
1.23K
$154K
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
8.53K+ 56.29% |
N/A
|
23.7K
$2.97M
|