Purchases and Sales Made in Q2 2025 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q2 2025. The information is specifically focused on institutions that hold shares of FISERV INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.82KNew |
N/A
|
1.82K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.79KNew |
N/A
|
1.79K
$224K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
1.78K+ 35.82% |
N/A
|
6.75K
$845K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
1.76KNew |
N/A
|
1.76K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.74K+ 22.44% |
N/A
|
9.51K
$1.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$218K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.74K+ 11.2% |
N/A
|
17.3K
$2.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.72K+ 85.23% |
N/A
|
3.74K
$468K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
1.72K+ 55.22% |
N/A
|
4.83K
$605K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1.72K+ 6.4% |
N/A
|
28.6K
$3.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 4.09% |
N/A
|
43.3K
$5.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.7K+ 4.06% |
N/A
|
43.5K
$5.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.7K+ 9.8% |
N/A
|
19K
$2.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.67K+ 5.28% |
N/A
|
33.4K
$4.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.66K+ 9.54% |
N/A
|
19.1K
$2.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.64KNew |
N/A
|
1.64K
$205K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.63K+ 4.93% |
N/A
|
34.8K
$4.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.6K+ 7.85% |
N/A
|
22K
$2.75M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.59K+ 10.19% |
N/A
|
17.2K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.57K+ 5.75% |
N/A
|
28.9K
$3.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
1.55K+ 22.89% |
N/A
|
8.3K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.53K+ 38.83% |
N/A
|
5.47K
$685K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.52K+ 3.87% |
N/A
|
40.9K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
1.51K+ 3.06% |
N/A
|
51K
$6.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.51K+ 62.0% |
N/A
|
3.95K
$494K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.51K+ 1.17% |
N/A
|
131K
$16.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.51K+ 22.08% |
N/A
|
8.32K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.48K+ 8.62% |
N/A
|
18.7K
$2.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.48K+ 6.32% |
N/A
|
24.9K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
1.48K+ 5.2% |
N/A
|
29.9K
$3.75M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.45K+ 4.65% |
N/A
|
32.6K
$4.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.45K+ 0.58% |
N/A
|
253K
$31.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.45K+ 10.64% |
N/A
|
15.1K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$179K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$179K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.42K+ 1.29% |
N/A
|
112K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.41K+ 118.12% |
N/A
|
2.6K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$175K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.38K+ 14.12% |
N/A
|
11.1K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$172K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$171K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.36K+ 29.59% |
N/A
|
5.97K
$747K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$170K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.35K+ 70.06% |
N/A
|
3.27K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 8.16% |
N/A
|
17.8K
$2.23M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
1.34K+ 28.57% |
N/A
|
6.04K
$757K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 9.63% |
N/A
|
15.2K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$166K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.32K+ 1.92% |
N/A
|
69.9K
$8.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.3K+ 1.11% |
N/A
|
118K
$14.8M
|