Purchases and Sales Made in Q2 2025 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q2 2025. The information is specifically focused on institutions that hold shares of FISERV INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.67K+ 5.28% |
N/A
|
33.4K
$4.18M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.59K+ 10.19% |
N/A
|
17.2K
$2.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
1.55K+ 22.89% |
N/A
|
8.3K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.51K+ 62.0% |
N/A
|
3.95K
$494K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.51K+ 1.17% |
N/A
|
131K
$16.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.48K+ 6.32% |
N/A
|
24.9K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.42K+ 1.29% |
N/A
|
112K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.38K+ 14.12% |
N/A
|
11.1K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$171K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$170K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 9.63% |
N/A
|
15.2K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.3K+ 1.11% |
N/A
|
118K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.29K+ 21.69% |
N/A
|
7.25K
$907K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.21K+ 1.03% |
N/A
|
119K
$14.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
1.14K+ 0.82% |
N/A
|
141K
$17.7M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1K+ 3.61% |
N/A
|
28.7K
$3.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
999+ 8.64% |
N/A
|
12.6K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
972+ 106.7% |
N/A
|
1.88K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
936+ 67.63% |
N/A
|
2.32K
$290K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
920New |
N/A
|
920
$115K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
834+ 10.09% |
N/A
|
9.1K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
789+ 3.9% |
N/A
|
21K
$2.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
787+ 1.71% |
N/A
|
46.9K
$5.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
778+ 3.29% |
N/A
|
24.4K
$3.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
764+ 6.2% |
N/A
|
13.1K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
711+ 0.88% |
N/A
|
82K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
708+ 0.97% |
N/A
|
73.6K
$9.21M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
559+ 3.65% |
N/A
|
15.9K
$1.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
495+ 9.5% |
N/A
|
5.7K
$714K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
478+ 18.69% |
N/A
|
3.04K
$380K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
473+ 4.08% |
N/A
|
12.1K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
459+ 13.46% |
N/A
|
3.87K
$484K
|
|
|
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 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
375+ 0.44% |
N/A
|
86.2K
$10.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
347+ 1.66% |
N/A
|
21.2K
$2.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
343+ 5.11% |
N/A
|
7.06K
$884K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
337+ 378.65% |
N/A
|
426
$53.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
314+ 9.73% |
N/A
|
3.54K
$443K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
309+ 9.0% |
N/A
|
3.74K
$468K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
299+ 11.35% |
N/A
|
2.93K
$367K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
263+ 23.21% |
N/A
|
1.4K
$175K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
239+ 2.57% |
N/A
|
9.52K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
230+ 11.27% |
N/A
|
2.27K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
221+ 3.41% |
N/A
|
6.7K
$838K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
216+ 2.57% |
N/A
|
8.61K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
209+ 10.66% |
N/A
|
2.17K
$272K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
201+ 18.11% |
N/A
|
1.31K
$164K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
199+ 1.61% |
N/A
|
12.6K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
198+ 1.5% |
N/A
|
13.4K
$1.68M
|