Latest Institutional Purchases of Fiserv Inc (FISV)
This list provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
541+ 7.54% |
N/A
|
7.72K
$966K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
531+ 4.26% |
N/A
|
13K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
525+ 1.34% |
N/A
|
39.6K
$4.96M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
513+ 13.4% |
N/A
|
4.34K
$543K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
500+ 2.55% |
N/A
|
20.1K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
490+ 2.9% |
N/A
|
17.4K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
485+ 0.58% |
N/A
|
84.1K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
480+ 0.29% |
N/A
|
167K
$20.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
478+ 6.25% |
N/A
|
8.12K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
478+ 0.79% |
N/A
|
60.8K
$7.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
474+ 2.3% |
N/A
|
21.1K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
459+ 3.73% |
N/A
|
12.8K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
454+ 9.23% |
N/A
|
5.38K
$673K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
454+ 0.19% |
N/A
|
235K
$29.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
454+ 2.29% |
N/A
|
20.3K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
451+ 1.87% |
N/A
|
24.6K
$3.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
444+ 6.27% |
N/A
|
7.53K
$943K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
440+ 5.66% |
N/A
|
8.21K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
437New |
N/A
|
437
$54.7K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
435+ 0.31% |
N/A
|
142K
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
428+ 69.03% |
N/A
|
1.05K
$131K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
426+ 26.94% |
N/A
|
2.01K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
403+ 0.58% |
N/A
|
69.6K
$8.71M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
402+ 19.03% |
N/A
|
2.51K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
401+ 5.35% |
N/A
|
7.9K
$989K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
400+ 3.09% |
N/A
|
13.3K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
400+ 36.4% |
N/A
|
1.5K
$188K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
397+ 1.24% |
N/A
|
32.5K
$4.07M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
397+ 40.76% |
N/A
|
1.37K
$172K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
395New |
N/A
|
395
$49.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
393+ 27.33% |
N/A
|
1.83K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
382+ 9.01% |
N/A
|
4.62K
$579K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
382+ 0.57% |
N/A
|
68K
$8.51M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
377+ 14.57% |
N/A
|
2.97K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
375+ 1.84% |
N/A
|
20.7K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
368+ 3.93% |
N/A
|
9.73K
$1.22M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
367+ 13.31% |
N/A
|
3.12K
$391K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
367+ 3.2% |
N/A
|
11.8K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
360+ 25.44% |
N/A
|
1.78K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
360+ 13.09% |
N/A
|
3.11K
$389K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
357New |
N/A
|
357
$44.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
348+ 15.51% |
N/A
|
2.59K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
345+ 19.95% |
N/A
|
2.07K
$260K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
345+ 273.81% |
N/A
|
471
$59K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
343+ 4.26% |
N/A
|
8.4K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
340New |
N/A
|
340
$42.6K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
340+ 0.06% |
N/A
|
553K
$69.3M
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
335+ 0.27% |
N/A
|
125K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
310+ 9.54% |
N/A
|
3.56K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
304+ 3.85% |
N/A
|
8.21K
$1.03M
|