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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
619+ 15.67% |
N/A
|
4.57K
$572K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
614+ 19.3% |
N/A
|
3.8K
$475K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
591+ 33.91% |
N/A
|
2.33K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
586+ 22.01% |
N/A
|
3.25K
$407K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
586+ 25.46% |
N/A
|
2.89K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
576+ 7.15% |
N/A
|
8.64K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
564+ 4.46% |
N/A
|
13.2K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
559+ 3.65% |
N/A
|
15.9K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
546+ 8.49% |
N/A
|
6.98K
$873K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
526+ 2.98% |
N/A
|
18.2K
$2.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
522+ 1.55% |
N/A
|
34.3K
$4.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
520+ 5.79% |
N/A
|
9.51K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
519+ 0.28% |
N/A
|
189K
$23.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
518+ 39.3% |
N/A
|
1.84K
$230K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
504+ 5.18% |
N/A
|
10.2K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
502+ 8.47% |
N/A
|
6.43K
$805K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
495+ 9.5% |
N/A
|
5.7K
$714K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
494+ 2.45% |
N/A
|
20.7K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
483+ 21.01% |
N/A
|
2.78K
$348K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
482+ 8.04% |
N/A
|
6.48K
$811K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
478+ 18.69% |
N/A
|
3.04K
$380K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
474+ 18.74% |
N/A
|
3K
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
474+ 30.96% |
N/A
|
2.01K
$251K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
473+ 4.08% |
N/A
|
12.1K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
471+ 0.96% |
N/A
|
49.6K
$6.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
459+ 13.46% |
N/A
|
3.87K
$484K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
455+ 9.69% |
N/A
|
5.15K
$645K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
451+ 34.32% |
N/A
|
1.77K
$221K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
BUY
|
- |
450+ 0.97% |
N/A
|
47K
$5.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
444+ 20.53% |
N/A
|
2.61K
$326K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
BUY
|
- |
438+ 0.95% |
N/A
|
46.5K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
436+ 6.6% |
N/A
|
7.05K
$882K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
434+ 6.46% |
N/A
|
7.15K
$895K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
421+ 1.94% |
N/A
|
22.1K
$2.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
415+ 41500.0% |
N/A
|
416
$52.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
408+ 1.72% |
N/A
|
24.2K
$3.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
404+ 2.73% |
N/A
|
15.2K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
397+ 10.28% |
N/A
|
4.26K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
395+ 18.14% |
N/A
|
2.57K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
394+ 23.12% |
N/A
|
2.1K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
389+ 7.53% |
N/A
|
5.55K
$695K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
386New |
N/A
|
386
$48.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
380+ 13.76% |
N/A
|
3.14K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
375+ 0.44% |
N/A
|
86.2K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
368+ 7360.0% |
N/A
|
373
$46.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
364+ 0.15% |
N/A
|
237K
$29.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
356+ 5.17% |
N/A
|
7.24K
$906K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
354+ 1.0% |
N/A
|
35.9K
$4.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
354+ 47.07% |
N/A
|
1.11K
$138K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
350+ 7.22% |
N/A
|
5.2K
$651K
|