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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.03K+ 12.82% |
N/A
|
44.3K
$5.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.34K+ 6.21% |
N/A
|
74.3K
$9.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.34KNew |
N/A
|
7.34K
$919K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-354- 18.35% |
N/A
|
1.58K
$197K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
35K+ 16.29% |
N/A
|
250K
$31.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
17+ 0.13% |
N/A
|
13.4K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 4.09% |
N/A
|
43.3K
$5.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-3.05K- 72.04% |
N/A
|
1.18K
$148K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.99K- 76.22% |
N/A
|
2.49K
$312K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
11.7K+ 18.98% |
N/A
|
73.4K
$9.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-80- 1.89% |
N/A
|
4.15K
$519K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
404+ 2.73% |
N/A
|
15.2K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 2.94% |
N/A
|
99
$12.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-145- 0.64% |
N/A
|
22.6K
$2.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.95K- 1.18% |
N/A
|
247K
$30.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 4.25% |
N/A
|
29.3K
$3.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Cortland Associates Inc
|
BUY
|
- |
2.87K+ 0.95% |
N/A
|
305K
$38.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-3- 18.75% |
N/A
|
13
$1.63K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-583- 8.57% |
N/A
|
6.22K
$779K
|
|
|
Jul 23, 2025
Q2 2025
|
Focused Investors LLC
|
BUY
|
- |
86.4K+ 7.22% |
N/A
|
1.28M
$161M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-104- 32.1% |
N/A
|
220
$27.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-300- 11.51% |
N/A
|
2.31K
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-3.56K- 3.74% |
N/A
|
91.7K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
SELL
|
- |
-2.98K- 4.26% |
N/A
|
67K
$8.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
7.82KNew |
N/A
|
7.82K
$979K
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
SELL
|
- |
-298- 0.42% |
N/A
|
71.2K
$8.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-6.41K- 5.31% |
N/A
|
114K
$14.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-216- 2.61% |
N/A
|
8.07K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.08% |
N/A
|
6.04K
$756K
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.84% |
N/A
|
1.44K
$180K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
194+ 215.56% |
N/A
|
284
$35.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-683- 1.88% |
N/A
|
35.7K
$4.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
16KNew |
N/A
|
16K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
502+ 8.47% |
N/A
|
6.43K
$805K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
195New |
N/A
|
195
$24.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-259- 0.97% |
N/A
|
26.3K
$3.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.11K- 29.53% |
N/A
|
5.03K
$629K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
335+ 1.27% |
N/A
|
26.8K
$3.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
104+ 3.17% |
N/A
|
3.39K
$424K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.26K+ 10.64% |
N/A
|
23.5K
$2.94M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
115+ 6.24% |
N/A
|
1.96K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
6.89K+ 0.38% |
N/A
|
1.82M
$228M
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
2.27K+ 6.7% |
N/A
|
36.1K
$4.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.45K+ 0.58% |
N/A
|
253K
$31.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
39+ 0.68% |
N/A
|
5.74K
$718K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
4+ 50.0% |
N/A
|
12
$1.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
339+ 1.88% |
N/A
|
18.4K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-80.7K- 43.33% |
N/A
|
106K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-74- 2.84% |
N/A
|
2.53K
$317K
|