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 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-400- 0.65% |
N/A
|
61K
$7.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-400- 55.56% |
N/A
|
320
$40.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-402- 24.22% |
N/A
|
1.26K
$158K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-407- 2.25% |
N/A
|
17.7K
$2.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-411- 1.6% |
N/A
|
25.3K
$3.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-412- 0.84% |
N/A
|
48.6K
$6.09M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-422- 4.76% |
N/A
|
8.44K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-425- 16.95% |
N/A
|
2.08K
$261K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-429- 4.34% |
N/A
|
9.47K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-436- 3.73% |
N/A
|
11.2K
$1.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-439- 6.37% |
N/A
|
6.45K
$808K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-439- 6.0% |
N/A
|
6.88K
$861K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-447- 2.16% |
N/A
|
20.3K
$2.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-448- 1.91% |
N/A
|
23.1K
$2.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-450- 14.13% |
N/A
|
2.74K
$342K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-452- 13.25% |
N/A
|
2.96K
$370K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-462- 3.27% |
N/A
|
13.7K
$1.71M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-467- 0.99% |
N/A
|
46.9K
$5.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-470- 23.77% |
N/A
|
1.51K
$189K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-470- 18.78% |
N/A
|
2.03K
$254K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-471- 4.36% |
N/A
|
10.3K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-471- 0.27% |
N/A
|
172K
$21.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-471- 14.68% |
N/A
|
2.74K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-476- 4.36% |
N/A
|
10.4K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-478- 2.38% |
N/A
|
19.6K
$2.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-484- 15.09% |
N/A
|
2.72K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-488- 9.2% |
N/A
|
4.82K
$603K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-490- 4.25% |
N/A
|
11K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-492- 16.6% |
N/A
|
2.47K
$309K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-496- 25.41% |
N/A
|
1.46K
$182K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-499- 6.5% |
N/A
|
7.18K
$899K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-500- 2.33% |
N/A
|
21K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Grove Capital, LLC
Palo Alto, CA |
SELL
|
- |
-500- 0.5% |
N/A
|
98.7K
$12.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-511- 3.99% |
N/A
|
12.3K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-515- 13.09% |
N/A
|
3.42K
$428K
|
|
|
Aug 08, 2025
Q2 2025
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-526- 1.11% |
N/A
|
47K
$5.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-529- 0.8% |
N/A
|
65.4K
$8.18M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-530- 1.53% |
N/A
|
34K
$4.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-537- 13.84% |
N/A
|
3.34K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-539- 0.54% |
N/A
|
99.3K
$12.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-550- 16.65% |
N/A
|
2.75K
$345K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-553- 1.27% |
N/A
|
42.9K
$5.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-583- 11.51% |
N/A
|
4.48K
$561K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-583- 8.57% |
N/A
|
6.22K
$779K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-585- 3.44% |
N/A
|
16.4K
$2.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-600- 0.41% |
N/A
|
145K
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-604- 13.91% |
N/A
|
3.74K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-607- 7.68% |
N/A
|
7.29K
$913K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-609- 1.41% |
N/A
|
42.4K
$5.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-627- 22.99% |
N/A
|
2.1K
$263K
|