Latest Institutional Sells of Fiserv Inc (FISV)
This list provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-245- 41.81% |
N/A
|
341
$42.7K
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-242- 13.89% |
N/A
|
1.5K
$188K
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-241- 0.99% |
N/A
|
24.1K
$3.02M
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-241- 0.9% |
N/A
|
26.4K
$3.31M
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-240- 4.45% |
N/A
|
5.15K
$645K
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-237- 2.81% |
N/A
|
8.2K
$1.03M
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-228- 23.15% |
N/A
|
757
$94.8K
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-220- 22.68% |
N/A
|
750
$93.9K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-219- 1.81% |
N/A
|
11.9K
$1.49M
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-216- 2.61% |
N/A
|
8.07K
$1.01M
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-215- 0.67% |
N/A
|
31.8K
$3.98M
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-211- 3.3% |
N/A
|
6.19K
$775K
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-210- 1.19% |
N/A
|
17.5K
$2.19M
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-207- 4.09% |
N/A
|
4.86K
$608K
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-205- 14.65% |
N/A
|
1.19K
$149K
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-204- 2.78% |
N/A
|
7.13K
$893K
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-202- 13.46% |
N/A
|
1.3K
$163K
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-199- 46.93% |
N/A
|
225
$28.2K
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-199- 1.59% |
N/A
|
12.3K
$1.54M
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-198- 2.82% |
N/A
|
6.81K
$853K
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-193- 7.89% |
N/A
|
2.25K
$282K
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-188- 0.67% |
N/A
|
27.8K
$3.48M
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-187- 3.45% |
N/A
|
5.23K
$655K
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-186- 19.52% |
N/A
|
767
$96K
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-185- 8.53% |
N/A
|
1.99K
$249K
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-181- 3.76% |
N/A
|
4.63K
$580K
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-180- 10.58% |
N/A
|
1.52K
$190K
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-177- 12.41% |
N/A
|
1.25K
$156K
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-175- 8.89% |
N/A
|
1.79K
$225K
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-175- 1.78% |
N/A
|
9.65K
$1.21M
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-168- 4.91% |
N/A
|
3.25K
$407K
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-168- 21.03% |
N/A
|
631
$79K
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-167- 0.06% |
N/A
|
302K
$37.8M
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-167- 1.91% |
N/A
|
8.58K
$1.07M
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-166- 0.61% |
N/A
|
27.1K
$3.39M
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-158- 7.57% |
N/A
|
1.93K
$242K
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-157- 10.12% |
N/A
|
1.39K
$175K
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-152- 2.66% |
N/A
|
5.56K
$696K
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-152- 0.29% |
N/A
|
52.7K
$6.6M
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-152- 50.33% |
N/A
|
150
$18.8K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-152- 22.72% |
N/A
|
517
$64.7K
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-150- 9.63% |
N/A
|
1.41K
$176K
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-150- 6.47% |
N/A
|
2.17K
$272K
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-150- 2.78% |
N/A
|
5.25K
$657K
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-145- 3.17% |
N/A
|
4.43K
$555K
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-145- 0.64% |
N/A
|
22.6K
$2.83M
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-140- 2.01% |
N/A
|
6.83K
$855K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-139- 1.59% |
N/A
|
8.58K
$1.07M
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-138- 3.02% |
N/A
|
4.44K
$556K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-135- 1.68% |
N/A
|
7.9K
$988K
|