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 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.99K- 9.09% |
N/A
|
69.9K
$8.75M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-681- 2.5% |
N/A
|
26.6K
$3.33M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.42K- 3.76% |
N/A
|
36.3K
$4.55M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
958+ 25.24% |
N/A
|
4.75K
$595K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.31K- 35.98% |
N/A
|
4.12K
$515K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-195- 17.6% |
N/A
|
913
$114K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-13.5K- 75.57% |
N/A
|
4.37K
$547K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$162K
|
|
|
May 06, 2025
Q1 2025
|
Brooktree Capital Management
|
SELL
|
- |
-4.4K- 9.01% |
N/A
|
44.4K
$5.56M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-501- 3.37% |
N/A
|
14.4K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-2.97K- 6.58% |
N/A
|
42.1K
$5.27M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-375- 3.71% |
N/A
|
9.72K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
785+ 20.02% |
N/A
|
4.71K
$589K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
199+ 19.25% |
N/A
|
1.23K
$154K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
57+ 0.34% |
N/A
|
16.8K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-4.63K- 9.84% |
N/A
|
42.5K
$5.32M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-25- 0.21% |
N/A
|
12.1K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.58K- 8.03% |
N/A
|
29.6K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
2.99K+ 104.58% |
N/A
|
5.85K
$732K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-323- 0.84% |
N/A
|
38.2K
$4.79M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 5.83% |
N/A
|
25.6K
$3.21M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4K+ 12.7% |
N/A
|
110K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-12.4K- 22.74% |
N/A
|
42.2K
$5.28M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.6K+ 28.64% |
N/A
|
11.7K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
190+ 13.33% |
N/A
|
1.62K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
195+ 1.57% |
N/A
|
12.6K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.01K+ 8.03% |
N/A
|
53.9K
$6.75M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.93K+ 4.5% |
N/A
|
91.4K
$11.4M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-79- 5.03% |
N/A
|
1.49K
$187K
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
2.85K+ 11.55% |
N/A
|
27.5K
$3.45M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-75- 0.68% |
N/A
|
11K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-400- 10.26% |
N/A
|
3.5K
$438K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.66KNew |
N/A
|
5.66K
$708K
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
8.53K+ 56.29% |
N/A
|
23.7K
$2.97M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
9.61KNew |
N/A
|
9.61K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
50New |
N/A
|
50
$6.26K
|
|
|
May 05, 2025
Q1 2025
|
C World Wide Group Holding A
|
SELL
|
- |
-38.4K- 2.16% |
N/A
|
1.74M
$218M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
654K+ 29.41% |
N/A
|
2.88M
$360M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
12+ 0.6% |
N/A
|
2.02K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.86KNew |
N/A
|
1.86K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
299+ 0.99% |
N/A
|
30.6K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-621- 29.1% |
N/A
|
1.51K
$189K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
124+ 0.71% |
N/A
|
17.7K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-81- 6.61% |
N/A
|
1.14K
$143K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-3.36K- 9.39% |
N/A
|
32.4K
$4.06M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.14% |
N/A
|
7.23K
$905K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-19.5K- 57.97% |
N/A
|
14.1K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
39.7K+ 366.09% |
N/A
|
50.5K
$6.33M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-70- 1.21% |
N/A
|
5.7K
$713K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-125- 8.39% |
N/A
|
1.36K
$171K
|