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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
303+ 8.69% |
N/A
|
3.79K
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
303+ 12.74% |
N/A
|
2.68K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
300New |
N/A
|
300
$37.6K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
299+ 0.99% |
N/A
|
30.6K
$3.84M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
297+ 22.02% |
N/A
|
1.65K
$206K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
294+ 22.22% |
N/A
|
1.62K
$202K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
288+ 1.41% |
N/A
|
20.7K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
287+ 1.07% |
N/A
|
27.1K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
283+ 6.81% |
N/A
|
4.44K
$556K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
281+ 11.8% |
N/A
|
2.66K
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
279+ 192.41% |
N/A
|
424
$53.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
278+ 926.67% |
N/A
|
308
$38.6K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
273+ 2.46% |
N/A
|
11.4K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
266+ 12.77% |
N/A
|
2.35K
$294K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
259+ 10.42% |
N/A
|
2.75K
$344K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
255+ 9.07% |
N/A
|
3.07K
$384K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
251+ 23.61% |
N/A
|
1.31K
$165K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
250+ 39.12% |
N/A
|
889
$111K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
249+ 6.12% |
N/A
|
4.32K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
244+ 10.81% |
N/A
|
2.5K
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
243+ 7.63% |
N/A
|
3.43K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
241+ 2.65% |
N/A
|
9.34K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
237+ 11.85% |
N/A
|
2.24K
$280K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
231+ 4.25% |
N/A
|
5.66K
$709K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
230+ 3.0% |
N/A
|
7.89K
$988K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
225+ 0.54% |
N/A
|
42.1K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
224New |
N/A
|
224
$28K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
219+ 8.48% |
N/A
|
2.8K
$351K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
217+ 9.9% |
N/A
|
2.41K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
214+ 13.7% |
N/A
|
1.78K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
205+ 15.82% |
N/A
|
1.5K
$188K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
202+ 2.42% |
N/A
|
8.57K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
199+ 19.25% |
N/A
|
1.23K
$154K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
196+ 18.65% |
N/A
|
1.25K
$156K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
196+ 5.02% |
N/A
|
4.1K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
195+ 3.75% |
N/A
|
5.39K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
195+ 4.07% |
N/A
|
4.99K
$625K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
195+ 1.57% |
N/A
|
12.6K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
193+ 2.83% |
N/A
|
7.01K
$878K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
190+ 13.33% |
N/A
|
1.62K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
189+ 5.25% |
N/A
|
3.79K
$474K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
188+ 3.12% |
N/A
|
6.21K
$777K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
187+ 9.09% |
N/A
|
2.24K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
185+ 1.67% |
N/A
|
11.3K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
180+ 13.66% |
N/A
|
1.5K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
172+ 2.11% |
N/A
|
8.31K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
172New |
N/A
|
172
$21.5K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
170+ 1.25% |
N/A
|
13.7K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
169+ 7.21% |
N/A
|
2.51K
$315K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
167+ 1.33% |
N/A
|
12.7K
$1.6M
|