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 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-220- 22.68% |
N/A
|
750
$93.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-228- 23.15% |
N/A
|
757
$94.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-237- 2.81% |
N/A
|
8.2K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-240- 4.45% |
N/A
|
5.15K
$645K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-241- 0.9% |
N/A
|
26.4K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-241- 0.99% |
N/A
|
24.1K
$3.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-242- 13.89% |
N/A
|
1.5K
$188K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-245- 41.81% |
N/A
|
341
$42.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-255- 0.49% |
N/A
|
51.5K
$6.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-258- 0.35% |
N/A
|
73.1K
$9.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-258- 2.92% |
N/A
|
8.58K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-259- 0.97% |
N/A
|
26.3K
$3.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-260- 1.46% |
N/A
|
17.5K
$2.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-262- 7.64% |
N/A
|
3.17K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-262- 4.16% |
N/A
|
6.04K
$756K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-263- 1.24% |
N/A
|
20.9K
$2.62M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-265- 0.35% |
N/A
|
76.1K
$9.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-265- 3.7% |
N/A
|
6.9K
$864K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-271- 2.35% |
N/A
|
11.2K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-275- 7.69% |
N/A
|
3.3K
$413K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-280- 1.24% |
N/A
|
22.3K
$2.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-281- 8.02% |
N/A
|
3.22K
$404K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-285- 36.49% |
N/A
|
496
$62.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-291- 13.92% |
N/A
|
1.8K
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-294- 5.14% |
N/A
|
5.42K
$679K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-294- 1.27% |
N/A
|
22.8K
$2.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
SELL
|
- |
-298- 0.42% |
N/A
|
71.2K
$8.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-300- 1.95% |
N/A
|
15.1K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-300- 8.43% |
N/A
|
3.26K
$408K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-300- 11.51% |
N/A
|
2.31K
$289K
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
SELL
|
- |
-302- 1.1% |
N/A
|
27.2K
$3.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-305- 1.37% |
N/A
|
21.9K
$2.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-310- 1.9% |
N/A
|
16K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-310- 3.96% |
N/A
|
7.53K
$942K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-311- 3.78% |
N/A
|
7.92K
$992K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-327- 6.19% |
N/A
|
4.96K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-329- 16.03% |
N/A
|
1.72K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-329- 2.21% |
N/A
|
14.5K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-329- 4.05% |
N/A
|
7.8K
$976K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-332- 0.98% |
N/A
|
33.6K
$4.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-334- 1.72% |
N/A
|
19.1K
$2.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-339- 3.08% |
N/A
|
10.7K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-344- 4.85% |
N/A
|
6.74K
$844K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-347- 6.13% |
N/A
|
5.31K
$665K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-352- 10.73% |
N/A
|
2.93K
$367K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-352- 20.34% |
N/A
|
1.38K
$173K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-354- 18.35% |
N/A
|
1.58K
$197K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-372- 0.99% |
N/A
|
37.2K
$4.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-391- 20.41% |
N/A
|
1.53K
$191K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-394- 2.51% |
N/A
|
15.3K
$1.92M
|