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 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$127K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
294+ 22.22% |
N/A
|
1.62K
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1KNew |
N/A
|
1K
$126K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-12- 1.35% |
N/A
|
877
$110K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.44K- 35.92% |
N/A
|
2.57K
$321K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
255+ 9.07% |
N/A
|
3.07K
$384K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-9.42K- 43.56% |
N/A
|
12.2K
$1.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
952New |
N/A
|
952
$119K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-525- 23.01% |
N/A
|
1.76K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3.2K- 9.23% |
N/A
|
31.5K
$3.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
18+ 1.39% |
N/A
|
1.32K
$165K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
N/A
|
5
$626
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 111.11% |
N/A
|
38
$4.76K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-386- 0.76% |
N/A
|
50.3K
$6.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
6+ 0.25% |
N/A
|
2.42K
$303K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-800- 21.05% |
N/A
|
3K
$376K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.38K- 41.7% |
N/A
|
4.72K
$591K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-119K- 14.28% |
N/A
|
714K
$89.4M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19.3K- 22.87% |
N/A
|
65K
$8.14M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
73New |
N/A
|
73
$9.14K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10+ 5.99% |
N/A
|
177
$22.2K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
112+ 10.28% |
N/A
|
1.2K
$150K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-335- 19.58% |
N/A
|
1.38K
$172K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
51New |
N/A
|
51
$6.39K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
170New |
N/A
|
170
$21.3K
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$156K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
N/A
|
2
$250
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-46- 4.28% |
N/A
|
1.03K
$129K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
818New |
N/A
|
818
$102K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8New |
N/A
|
8
$1K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
798New |
N/A
|
798
$99.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
1KNew |
N/A
|
1K
$125K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
3.7KNew |
N/A
|
3.7K
$463K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$140K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
23K+ 2570.13% |
N/A
|
23.9K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
341K+ 5.17% |
N/A
|
6.94M
$868M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
1KNew |
N/A
|
1K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-74- 1.86% |
N/A
|
3.9K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-13.6K- 12.38% |
N/A
|
96K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.06KNew |
N/A
|
1.06K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
2.51KNew |
N/A
|
2.51K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
586+ 44.6% |
N/A
|
1.9K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-72- 2.68% |
N/A
|
2.61K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.66KNew |
N/A
|
2.66K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-298K- 67.13% |
N/A
|
146K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-123K- 92.44% |
N/A
|
10K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-27.4K- 90.41% |
N/A
|
2.9K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
8.45KNew |
N/A
|
8.45K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
23.4KNew |
N/A
|
23.4K
$2.93M
|
|