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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4+ 0.23% |
N/A
|
1.72K
$215K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
444+ 6.27% |
N/A
|
7.53K
$943K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-241- 12.2% |
N/A
|
1.74K
$217K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-110- 1.36% |
N/A
|
8K
$1M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-60- 1.58% |
N/A
|
3.74K
$468K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-228- 7.14% |
N/A
|
2.96K
$371K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
N/A
|
5
$626
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.5K- 53.25% |
N/A
|
1.32K
$165K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 111.11% |
N/A
|
38
$4.76K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.45K- 6.79% |
N/A
|
19.9K
$2.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
98+ 4.97% |
N/A
|
2.07K
$259K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-386- 0.76% |
N/A
|
50.3K
$6.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-2.33K- 2.57% |
N/A
|
88.4K
$11.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
6+ 0.25% |
N/A
|
2.42K
$303K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-800- 21.05% |
N/A
|
3K
$376K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
73New |
N/A
|
73
$9.14K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10+ 5.99% |
N/A
|
177
$22.2K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
64.8K+ 3.22% |
N/A
|
2.08M
$260M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.83K+ 14.92% |
N/A
|
68K
$8.52M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
112+ 10.28% |
N/A
|
1.2K
$150K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.1K+ 20.83% |
N/A
|
6.37K
$798K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-18.4K- 28.56% |
N/A
|
46K
$5.75M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-15.7K- 1.45% |
N/A
|
1.07M
$134M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-335- 19.58% |
N/A
|
1.38K
$172K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
75.2K+ 20.9% |
N/A
|
435K
$54.4M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
45+ 0.05% |
N/A
|
90.7K
$11.4M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
51New |
N/A
|
51
$6.39K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
170New |
N/A
|
170
$21.3K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.08KNew |
N/A
|
1.08K
$135K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.15KNew |
N/A
|
3.15K
$394K
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$156K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
N/A
|
2
$250
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-46- 4.28% |
N/A
|
1.03K
$129K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
818New |
N/A
|
818
$102K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
246+ 1025.0% |
N/A
|
270
$33.8K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-409- 4.33% |
N/A
|
9.03K
$1.13M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8New |
N/A
|
8
$1K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
798New |
N/A
|
798
$99.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
1KNew |
N/A
|
1K
$125K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
3.7KNew |
N/A
|
3.7K
$463K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.49K+ 40.85% |
N/A
|
8.58K
$1.07M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$140K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
23K+ 2570.13% |
N/A
|
23.9K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-680- 16.42% |
N/A
|
3.46K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
341K+ 5.17% |
N/A
|
6.94M
$868M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
1KNew |
N/A
|
1K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-74- 1.86% |
N/A
|
3.9K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-13.6K- 12.38% |
N/A
|
96K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-62.5K- 52.23% |
N/A
|
57.2K
$7.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.06KNew |
N/A
|
1.06K
$133K
|
|