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 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
309+ 9.0% |
N/A
|
3.74K
$468K
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
309+ 2.64% |
N/A
|
12K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
306+ 2.87% |
N/A
|
11K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
304+ 1.13% |
N/A
|
27.2K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
299+ 11.35% |
N/A
|
2.93K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
297New |
N/A
|
297
$37.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
295+ 0.7% |
N/A
|
42.4K
$5.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
287+ 3.32% |
N/A
|
8.93K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
284+ 23.63% |
N/A
|
1.49K
$186K
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
281+ 0.21% |
N/A
|
136K
$17M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
277+ 9.77% |
N/A
|
3.11K
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
264+ 2.83% |
N/A
|
9.6K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
264+ 3.69% |
N/A
|
7.41K
$928K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
263+ 23.21% |
N/A
|
1.4K
$175K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
262+ 17.05% |
N/A
|
1.8K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
261+ 2.04% |
N/A
|
13.1K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
258+ 8.52% |
N/A
|
3.29K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
253+ 3.56% |
N/A
|
7.36K
$922K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
250+ 9.51% |
N/A
|
2.88K
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
250+ 0.54% |
N/A
|
46.9K
$5.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
250+ 568.18% |
N/A
|
294
$36.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
248New |
N/A
|
248
$31K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
245+ 5.33% |
N/A
|
4.84K
$606K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
241+ 13.92% |
N/A
|
1.97K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
240+ 233.01% |
N/A
|
343
$42.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
239+ 2.57% |
N/A
|
9.52K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
239New |
N/A
|
239
$29.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
230+ 11.27% |
N/A
|
2.27K
$284K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
228+ 2.07% |
N/A
|
11.3K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
221+ 3.41% |
N/A
|
6.7K
$838K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
221+ 960.87% |
N/A
|
244
$30.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
216+ 2.57% |
N/A
|
8.61K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
213+ 3.43% |
N/A
|
6.43K
$805K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
209+ 10.66% |
N/A
|
2.17K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
207+ 4.25% |
N/A
|
5.08K
$636K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
206+ 1.16% |
N/A
|
18K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
204+ 21.82% |
N/A
|
1.14K
$143K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
201+ 18.11% |
N/A
|
1.31K
$164K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
200+ 2.77% |
N/A
|
7.43K
$930K
|
|
|
Aug 13, 2025
Q2 2025
|
Clear Street LLC
|
BUY
|
- |
200New |
N/A
|
200
$25K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
199+ 1.61% |
N/A
|
12.6K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
199+ 1.37% |
N/A
|
14.7K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
198+ 1.5% |
N/A
|
13.4K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
195New |
N/A
|
195
$24.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
194+ 215.56% |
N/A
|
284
$35.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
193+ 1.45% |
N/A
|
13.5K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
191+ 1.5% |
N/A
|
13K
$1.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
191+ 11.0% |
N/A
|
1.93K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
190+ 6.71% |
N/A
|
3.02K
$378K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
188+ 2.85% |
N/A
|
6.77K
$848K
|