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 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-260- 1.46% |
N/A
|
17.5K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.2K+ 4.71% |
N/A
|
71.1K
$8.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.97K- 67.53% |
N/A
|
1.43K
$179K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.97K- 3.8% |
N/A
|
100K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
53New |
N/A
|
53
$6.64K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
167+ 12.48% |
N/A
|
1.51K
$188K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-93- 5.62% |
N/A
|
1.56K
$196K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8+ 0.66% |
N/A
|
1.23K
$154K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
155K+ 12.6% |
N/A
|
1.38M
$173M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-775- 59.94% |
N/A
|
518
$64.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-241- 0.9% |
N/A
|
26.4K
$3.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.31K+ 27.07% |
N/A
|
10.8K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-294- 5.14% |
N/A
|
5.42K
$679K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
936+ 67.63% |
N/A
|
2.32K
$290K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-25.6K- 9.74% |
N/A
|
237K
$29.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-63- 0.52% |
N/A
|
12K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-62- 0.33% |
N/A
|
18.9K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
24+ 1.9% |
N/A
|
1.29K
$161K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
708+ 0.97% |
N/A
|
73.6K
$9.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-9- 0.36% |
N/A
|
2.51K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
421+ 1.94% |
N/A
|
22.1K
$2.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-329- 16.03% |
N/A
|
1.72K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.42K- 41.74% |
N/A
|
11.7K
$1.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-10.3K- 80.46% |
N/A
|
2.51K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-900- 25.81% |
N/A
|
2.59K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$170K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.4K- 42.23% |
N/A
|
1.92K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-4.43K- 99.3% |
N/A
|
31
$3.88K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.05K- 14.19% |
N/A
|
18.5K
$2.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 30.85% |
N/A
|
123
$15.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
711+ 0.88% |
N/A
|
82K
$10.3M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-135- 1.68% |
N/A
|
7.9K
$988K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
72+ 1.59% |
N/A
|
4.61K
$577K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
19.6K+ 78332.0% |
N/A
|
19.6K
$2.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-95- 0.89% |
N/A
|
10.6K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.51K+ 1.17% |
N/A
|
131K
$16.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
26+ 0.89% |
N/A
|
2.96K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
5.8K+ 31.37% |
N/A
|
24.3K
$3.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
33.3K+ 2.97% |
N/A
|
1.16M
$145M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.7K+ 9.8% |
N/A
|
19K
$2.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
37+ 0.86% |
N/A
|
4.35K
$545K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
789+ 3.9% |
N/A
|
21K
$2.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
136+ 178.95% |
N/A
|
212
$26.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
309+ 9.0% |
N/A
|
3.74K
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.74K+ 22.44% |
N/A
|
9.51K
$1.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-66- 1.1% |
N/A
|
5.96K
$746K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-87- 25.51% |
N/A
|
254
$31.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-4.75K- 6.87% |
N/A
|
64.4K
$8.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
3.39KNew |
N/A
|
3.39K
$424K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
201+ 18.11% |
N/A
|
1.31K
$164K
|