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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.69KNew |
N/A
|
4.69K
$588K
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.6K+ 2.86% |
N/A
|
165K
$20.7M
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.54KNew |
N/A
|
4.54K
$568K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.53K+ 15.55% |
N/A
|
33.6K
$4.21M
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.44K+ 2492.13% |
N/A
|
4.61K
$578K
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
4.38KNew |
N/A
|
4.38K
$548K
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.34KNew |
N/A
|
4.34K
$543K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.33KNew |
N/A
|
4.33K
$542K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.32K+ 1.0% |
N/A
|
438K
$54.8M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.29K+ 94.6% |
N/A
|
8.82K
$1.1M
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
4.24KNew |
N/A
|
4.24K
$531K
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
4.15K+ 1727.5% |
N/A
|
4.39K
$549K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.07K+ 1.46% |
N/A
|
282K
$35.3M
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.03K+ 60.72% |
N/A
|
10.7K
$1.34M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.01K+ 8.03% |
N/A
|
53.9K
$6.75M
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
4K+ 200.0% |
N/A
|
6K
$751K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
4KNew |
N/A
|
4K
$501K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.93K+ 4.5% |
N/A
|
91.4K
$11.4M
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.93K+ 16.89% |
N/A
|
27.2K
$3.4M
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
3.92K+ 1.84% |
N/A
|
217K
$27.2M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.91K+ 88.54% |
N/A
|
8.32K
$1.04M
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.9K+ 1.85% |
N/A
|
215K
$26.9M
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.81K+ 5.38% |
N/A
|
74.7K
$9.35M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 5.14% |
N/A
|
77.6K
$9.71M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.75KNew |
N/A
|
3.75K
$470K
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
3.72K+ 0.94% |
N/A
|
398K
$49.8M
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.62K+ 14.56% |
N/A
|
28.5K
$3.57M
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.61KNew |
N/A
|
3.61K
$451K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.58K+ 5.7% |
N/A
|
66.4K
$8.31M
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
3.41K+ 16.02% |
N/A
|
24.7K
$3.09M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.38K+ 26.53% |
N/A
|
16.1K
$2.02M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.37K+ 114.24% |
N/A
|
6.32K
$791K
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.35K+ 122.45% |
N/A
|
6.08K
$762K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.28K+ 5.5% |
N/A
|
62.9K
$7.88M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.12K+ 12.76% |
N/A
|
27.6K
$3.45M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.11KNew |
N/A
|
3.11K
$390K
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
3KNew |
N/A
|
3K
$375K
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
2.99K+ 104.58% |
N/A
|
5.85K
$732K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.96K+ 23.55% |
N/A
|
15.5K
$1.94M
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
2.92K+ 8.55% |
N/A
|
37K
$4.64M
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.92K+ 2.86% |
N/A
|
105K
$13.1M
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.89KNew |
N/A
|
2.89K
$362K
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.87K+ 178.14% |
N/A
|
4.48K
$561K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.86K+ 42.26% |
N/A
|
9.62K
$1.2M
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
2.85K+ 11.55% |
N/A
|
27.5K
$3.45M
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.82KNew |
N/A
|
2.82K
$353K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.7K+ 145.97% |
N/A
|
4.54K
$569K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.62K+ 20.66% |
N/A
|
15.3K
$1.92M
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.61K+ 12.53% |
N/A
|
23.5K
$2.94M
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.6K+ 28.64% |
N/A
|
11.7K
$1.46M
|