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
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.3K+ 2.84% |
N/A
|
47K
$5.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.29K+ 21.69% |
N/A
|
7.25K
$907K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$160K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 15.47% |
N/A
|
9.48K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.26K+ 1.53% |
N/A
|
83.8K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.26K+ 47.88% |
N/A
|
3.88K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$157K
|
|
|
Aug 12, 2025
Q2 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.22K+ 13.99% |
N/A
|
9.93K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 16.15% |
N/A
|
8.75K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.21K+ 1.03% |
N/A
|
119K
$14.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Aug 12, 2025
Q2 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
1.2K+ 24.49% |
N/A
|
6.1K
$764K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Aug 20, 2025
Q2 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
1.2K+ 4.1% |
N/A
|
30.3K
$3.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.19K+ 2.38% |
N/A
|
51.4K
$6.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.18K+ 3.85% |
N/A
|
31.8K
$3.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.18K+ 40.39% |
N/A
|
4.1K
$513K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.18K+ 2.15% |
N/A
|
55.7K
$6.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.16K+ 19.46% |
N/A
|
7.12K
$892K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
1.14K+ 0.82% |
N/A
|
141K
$17.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.13K+ 19.79% |
N/A
|
6.84K
$856K
|
|
|
Jul 30, 2025
Q2 2025
|
Boit C F David
Boston, MA |
BUY
|
- |
1.1K+ 51.16% |
N/A
|
3.25K
$407K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.09K+ 80.59% |
N/A
|
2.44K
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.09K+ 1.64% |
N/A
|
67.5K
$8.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.07KNew |
N/A
|
1.07K
$134K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.05K+ 44.49% |
N/A
|
3.39K
$425K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1K+ 12.09% |
N/A
|
9.29K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1K+ 3.61% |
N/A
|
28.7K
$3.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
999+ 8.64% |
N/A
|
12.6K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
978+ 4.75% |
N/A
|
21.6K
$2.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
972+ 106.7% |
N/A
|
1.88K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
952+ 12.67% |
N/A
|
8.46K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
951+ 20.26% |
N/A
|
5.64K
$707K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
942+ 14.11% |
N/A
|
7.62K
$954K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
936+ 67.63% |
N/A
|
2.32K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
934+ 52.62% |
N/A
|
2.71K
$339K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
922+ 2.12% |
N/A
|
44.4K
$5.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
920New |
N/A
|
920
$115K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
904+ 2.05% |
N/A
|
45K
$5.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
882+ 73.26% |
N/A
|
2.09K
$261K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
875+ 11.34% |
N/A
|
8.59K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
870+ 34.63% |
N/A
|
3.38K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
864+ 19.47% |
N/A
|
5.3K
$664K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
863+ 64.94% |
N/A
|
2.19K
$274K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
857+ 57.21% |
N/A
|
2.36K
$295K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
834+ 10.09% |
N/A
|
9.1K
$1.14M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
827+ 17.27% |
N/A
|
5.62K
$703K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
819+ 2.42% |
N/A
|
34.6K
$4.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
812+ 5.03% |
N/A
|
16.9K
$2.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
810+ 11.69% |
N/A
|
7.74K
$969K
|