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 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
167+ 1.33% |
N/A
|
12.7K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
163+ 1.89% |
N/A
|
8.78K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
161+ 10.04% |
N/A
|
1.77K
$221K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
154+ 13.11% |
N/A
|
1.33K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
125New |
N/A
|
125
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
123+ 12.14% |
N/A
|
1.14K
$142K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
115+ 11.6% |
N/A
|
1.11K
$138K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
103+ 0.84% |
N/A
|
12.4K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
100New |
N/A
|
100
$12.5K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
97+ 9.85% |
N/A
|
1.08K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
92+ 6.15% |
N/A
|
1.59K
$199K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
88+ 8.32% |
N/A
|
1.15K
$143K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
80+ 4.3% |
N/A
|
1.94K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
73+ 1.38% |
N/A
|
5.37K
$672K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
70+ 0.94% |
N/A
|
7.51K
$941K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
62+ 5.12% |
N/A
|
1.27K
$159K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
62New |
N/A
|
62
$7.76K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
55+ 24.02% |
N/A
|
284
$35.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
55+ 2.26% |
N/A
|
2.49K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
48+ 3.91% |
N/A
|
1.28K
$160K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
47+ 3.9% |
N/A
|
1.25K
$157K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
46+ 4.49% |
N/A
|
1.07K
$134K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
44New |
N/A
|
44
$5.51K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
41+ 7.4% |
N/A
|
595
$74.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
36+ 0.37% |
N/A
|
9.81K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
35New |
N/A
|
35
$4.38K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
34+ 61.82% |
N/A
|
89
$11.1K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
33+ 3.08% |
N/A
|
1.1K
$138K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30New |
N/A
|
30
$3.76K
|
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
30+ 0.2% |
N/A
|
14.9K
$1.86M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29+ 0.74% |
N/A
|
3.93K
$492K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
29New |
N/A
|
29
$3.63K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
21New |
N/A
|
21
$2.63K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
21+ 0.61% |
N/A
|
3.45K
$432K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
20New |
N/A
|
20
$2.5K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 133.33% |
N/A
|
35
$4.38K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20+ 0.71% |
N/A
|
2.85K
$357K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
20+ 1.95% |
N/A
|
1.05K
$131K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
20+ 1.98% |
N/A
|
1.03K
$129K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 111.11% |
N/A
|
38
$4.76K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18+ 0.78% |
N/A
|
2.32K
$290K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
18+ 1.39% |
N/A
|
1.32K
$165K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
15New |
N/A
|
15
$1.88K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
15+ 1.47% |
N/A
|
1.04K
$130K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
12New |
N/A
|
12
$1.5K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
10New |
N/A
|
10
$1.25K
|
|
|
Jun 12, 2025
Q1 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
9+ 0.13% |
N/A
|
6.98K
$874K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
9+ 0.84% |
N/A
|
1.08K
$135K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8+ 0.5% |
N/A
|
1.6K
$200K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
8+ 0.81% |
N/A
|
992
$124K
|