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 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-23- 0.99% |
N/A
|
2.31K
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-24- 61.54% |
N/A
|
15
$1.88K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-24- 1.42% |
N/A
|
1.67K
$209K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 1.42% |
N/A
|
1.8K
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-26- 14.53% |
N/A
|
153
$19.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-26- 81.25% |
N/A
|
6
$751
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
SELL
|
- |
-27- 0.01% |
N/A
|
279K
$34.9M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-27- 81.82% |
N/A
|
6
$751
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-29- 4.63% |
N/A
|
597
$74.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-30- 0.03% |
N/A
|
94.9K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-30- 2.05% |
N/A
|
1.43K
$179K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 2.31% |
N/A
|
1.31K
$164K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-32- 56.14% |
N/A
|
25
$3.13K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-34- 2.56% |
N/A
|
1.29K
$162K
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-34- 2.68% |
N/A
|
1.24K
$155K
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-37- 0.2% |
N/A
|
18.9K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-37- 0.98% |
N/A
|
3.75K
$469K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-38- 0.84% |
N/A
|
4.51K
$564K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-39- 12.54% |
N/A
|
272
$34.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-40- 2.67% |
N/A
|
1.46K
$183K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-40- 2.13% |
N/A
|
1.84K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-40- 1.19% |
N/A
|
3.32K
$416K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-42- 0.77% |
N/A
|
5.4K
$676K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-42- 0.17% |
N/A
|
24K
$3.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-44- 2.48% |
N/A
|
1.73K
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-45- 11.72% |
N/A
|
339
$42.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-45- 1.7% |
N/A
|
2.6K
$326K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-46- 1.72% |
N/A
|
2.64K
$330K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-46- 0.42% |
N/A
|
10.8K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-47- 4.41% |
N/A
|
1.02K
$127K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-50- 15.29% |
N/A
|
277
$34.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-51- 1.86% |
N/A
|
2.69K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-55- 13.06% |
N/A
|
366
$45.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-55- 2.1% |
N/A
|
2.57K
$322K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-56- 1.17% |
N/A
|
4.73K
$592K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-56- 2.67% |
N/A
|
2.04K
$256K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-57- 3.08% |
N/A
|
1.8K
$225K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-58- 3.07% |
N/A
|
1.83K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-60- 0.78% |
N/A
|
7.68K
$961K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-61- 0.21% |
N/A
|
29K
$3.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-62- 0.33% |
N/A
|
18.9K
$2.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-62- 38.27% |
N/A
|
100
$12.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-63- 0.52% |
N/A
|
12K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-63- 1.49% |
N/A
|
4.16K
$521K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-64- 1.48% |
N/A
|
4.27K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-65- 4.35% |
N/A
|
1.43K
$179K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-65- 5.23% |
N/A
|
1.18K
$147K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-66- 1.71% |
N/A
|
3.8K
$475K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-66- 1.1% |
N/A
|
5.96K
$746K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-67- 4.43% |
N/A
|
1.45K
$181K
|