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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
483+ 21.01% |
N/A
|
2.78K
$348K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
482+ 8.04% |
N/A
|
6.48K
$811K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
478+ 18.69% |
N/A
|
3.04K
$380K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
474+ 30.96% |
N/A
|
2.01K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
474+ 18.74% |
N/A
|
3K
$376K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
473+ 4.08% |
N/A
|
12.1K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
471+ 0.96% |
N/A
|
49.6K
$6.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
459+ 13.46% |
N/A
|
3.87K
$484K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
455+ 9.69% |
N/A
|
5.15K
$645K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
451+ 34.32% |
N/A
|
1.77K
$221K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
BUY
|
- |
450+ 0.97% |
N/A
|
47K
$5.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
444+ 20.53% |
N/A
|
2.61K
$326K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
BUY
|
- |
438+ 0.95% |
N/A
|
46.5K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
436+ 6.6% |
N/A
|
7.05K
$882K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
434+ 6.46% |
N/A
|
7.15K
$895K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
421+ 1.94% |
N/A
|
22.1K
$2.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
415+ 41500.0% |
N/A
|
416
$52.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
408+ 1.72% |
N/A
|
24.2K
$3.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
404+ 2.73% |
N/A
|
15.2K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
397+ 10.28% |
N/A
|
4.26K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
395+ 18.14% |
N/A
|
2.57K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
394+ 23.12% |
N/A
|
2.1K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
389+ 7.53% |
N/A
|
5.55K
$695K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
386New |
N/A
|
386
$48.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
380+ 13.76% |
N/A
|
3.14K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
375+ 0.44% |
N/A
|
86.2K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
368+ 7360.0% |
N/A
|
373
$46.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
364+ 0.15% |
N/A
|
237K
$29.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
356+ 5.17% |
N/A
|
7.24K
$906K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
354+ 47.07% |
N/A
|
1.11K
$138K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
354+ 1.0% |
N/A
|
35.9K
$4.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
350+ 7.22% |
N/A
|
5.2K
$651K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
347+ 1.66% |
N/A
|
21.2K
$2.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
343+ 5.11% |
N/A
|
7.06K
$884K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
340+ 7.08% |
N/A
|
5.15K
$644K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
339+ 1.88% |
N/A
|
18.4K
$2.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
337+ 378.65% |
N/A
|
426
$53.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
337+ 2.98% |
N/A
|
11.6K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
335+ 1.27% |
N/A
|
26.8K
$3.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
334+ 4.3% |
N/A
|
8.11K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
330+ 6.02% |
N/A
|
5.81K
$728K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
330+ 11.04% |
N/A
|
3.32K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
321+ 0.21% |
N/A
|
151K
$18.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
318+ 8.29% |
N/A
|
4.16K
$520K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
315+ 2.66% |
N/A
|
12.1K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
314+ 9.73% |
N/A
|
3.54K
$443K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
312+ 27.11% |
N/A
|
1.46K
$183K
|
|
|
Jul 22, 2025
Q2 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
312+ 5.23% |
N/A
|
6.27K
$785K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
312+ 14.31% |
N/A
|
2.49K
$312K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
310+ 2.65% |
N/A
|
12K
$1.5M
|