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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-19- 0.72% |
N/A
|
2.63K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
108K+ 24.48% |
N/A
|
552K
$69.1M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-18- 0.26% |
N/A
|
6.88K
$862K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.91K- 18.5% |
N/A
|
12.8K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
SELL
|
- |
-6.36K- 5.06% |
N/A
|
119K
$14.9M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
266+ 12.77% |
N/A
|
2.35K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
155+ 19.02% |
N/A
|
970
$121K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
70.2K+ 871.03% |
N/A
|
78.2K
$9.8M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-31- 2.62% |
N/A
|
1.15K
$144K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-90- 0.76% |
N/A
|
11.7K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.75KNew |
N/A
|
3.75K
$470K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
400+ 36.4% |
N/A
|
1.5K
$188K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29+ 0.74% |
N/A
|
3.93K
$492K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-190- 0.68% |
N/A
|
27.6K
$3.45M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-597- 2.74% |
N/A
|
21.2K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.48K- 4.25% |
N/A
|
55.8K
$6.98M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-516- 9.03% |
N/A
|
5.2K
$651K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
64+ 0.46% |
N/A
|
13.9K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.79K+ 1.94% |
N/A
|
252K
$31.5M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
195+ 4.07% |
N/A
|
4.99K
$625K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-3- 0.09% |
N/A
|
3.52K
$440K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.58K- 1.22% |
N/A
|
534K
$66.8M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.53K- 10.96% |
N/A
|
12.4K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-37.6K- 82.36% |
N/A
|
8.06K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-400- 7.55% |
N/A
|
4.9K
$613K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-6.27K- 76.14% |
N/A
|
1.96K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
161+ 10.04% |
N/A
|
1.77K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
9.01K+ 761.45% |
N/A
|
10.2K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
879+ 1.86% |
N/A
|
48.2K
$6.03M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-132K- 56.56% |
N/A
|
102K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.86K- 30.61% |
N/A
|
8.75K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-167- 4.92% |
N/A
|
3.23K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
17.9K+ 15.29% |
N/A
|
135K
$16.8M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-7.19K- 40.06% |
N/A
|
10.8K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
24.1K+ 10.91% |
N/A
|
245K
$30.7M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16- 0.94% |
N/A
|
1.69K
$211K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-4- 0.07% |
N/A
|
5.41K
$677K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-41- 1.42% |
N/A
|
2.85K
$356K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
158K+ 56.94% |
N/A
|
436K
$54.6M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-102- 8.67% |
N/A
|
1.07K
$134K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-103- 6.19% |
N/A
|
1.56K
$196K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.56K+ 2.23% |
N/A
|
300K
$37.6M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.54KNew |
N/A
|
4.54K
$568K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
560+ 24.38% |
N/A
|
2.86K
$358K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
288+ 1.41% |
N/A
|
20.7K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-18- 0.39% |
N/A
|
4.56K
$571K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-230- 13.02% |
N/A
|
1.54K
$192K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
SELL
|
- |
-35.8K- 11.38% |
N/A
|
279K
$34.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.7K+ 16.79% |
N/A
|
589K
$73.8M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-400- 30.19% |
N/A
|
925
$116K
|