Latest Institutional Purchases of Fiserv Inc (FISV)
This list provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
971New |
N/A
|
971
$122K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
965New |
N/A
|
965
$121K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
964New |
N/A
|
964
$121K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
958+ 25.24% |
N/A
|
4.75K
$595K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
952New |
N/A
|
952
$119K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
944New |
N/A
|
944
$118K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
939New |
N/A
|
939
$118K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
935+ 64.48% |
N/A
|
2.39K
$299K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
930New |
N/A
|
930
$116K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
929New |
N/A
|
929
$116K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
928New |
N/A
|
928
$116K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
927+ 23.71% |
N/A
|
4.84K
$605K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
925+ 28.67% |
N/A
|
4.15K
$520K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
924New |
N/A
|
924
$116K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
919New |
N/A
|
919
$115K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
913New |
N/A
|
913
$114K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
913New |
N/A
|
913
$114K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
912New |
N/A
|
912
$114K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
909+ 3.09% |
N/A
|
30.3K
$3.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
893+ 50.91% |
N/A
|
2.65K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
880+ 46.76% |
N/A
|
2.76K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
879+ 1.86% |
N/A
|
48.2K
$6.03M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
870+ 22.75% |
N/A
|
4.69K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
835+ 0.98% |
N/A
|
86.3K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
809+ 5.43% |
N/A
|
15.7K
$1.97M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
806New |
N/A
|
806
$101K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
801+ 15.43% |
N/A
|
5.99K
$750K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
800+ 100.0% |
N/A
|
1.6K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
794+ 6.96% |
N/A
|
12.2K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
788+ 3.43% |
N/A
|
23.8K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
787+ 18.41% |
N/A
|
5.06K
$634K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
785+ 20.02% |
N/A
|
4.71K
$589K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
774+ 22.97% |
N/A
|
4.14K
$519K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
772+ 22.6% |
N/A
|
4.19K
$524K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
758+ 38.13% |
N/A
|
2.75K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
752New |
N/A
|
752
$94.2K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
736+ 21.82% |
N/A
|
4.11K
$514K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
730+ 10.94% |
N/A
|
7.4K
$927K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
710+ 18.22% |
N/A
|
4.61K
$577K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
698+ 15.14% |
N/A
|
5.31K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
667+ 0.32% |
N/A
|
210K
$26.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
635+ 8.3% |
N/A
|
8.28K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
621New |
N/A
|
621
$77.7K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
621+ 88.09% |
N/A
|
1.33K
$166K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
611+ 49.76% |
N/A
|
1.84K
$230K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
598+ 12.76% |
N/A
|
5.28K
$662K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
595+ 0.49% |
N/A
|
121K
$15.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
572+ 50.71% |
N/A
|
1.7K
$213K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
560+ 24.38% |
N/A
|
2.86K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
543New |
N/A
|
543
$68K
|