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 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.61K- 38.49% |
N/A
|
2.58K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-1.63K- 9.51% |
N/A
|
15.5K
$1.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.63K- 1.25% |
N/A
|
129K
$16.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.67K- 14.5% |
N/A
|
9.86K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.69K- 11.21% |
N/A
|
13.3K
$1.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.69K- 11.05% |
N/A
|
13.6K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.7K- 17.61% |
N/A
|
7.93K
$993K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-1.75K- 76.03% |
N/A
|
550
$68.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.75K- 28.08% |
N/A
|
4.48K
$561K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.8K- 21.53% |
N/A
|
6.56K
$822K
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-1.81K- 9.83% |
N/A
|
16.6K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.81K- 5.79% |
N/A
|
29.4K
$3.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.83K- 14.61% |
N/A
|
10.7K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.87K- 16.75% |
N/A
|
9.31K
$1.17M
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.9K- 5.85% |
N/A
|
30.5K
$3.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
SELL
|
- |
-2K- 5.71% |
N/A
|
33K
$4.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2K- 5.4% |
N/A
|
35K
$4.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.11K- 29.53% |
N/A
|
5.03K
$629K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.14K- 1.15% |
N/A
|
184K
$23.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.15K- 9.56% |
N/A
|
20.4K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.16K- 0.55% |
N/A
|
390K
$48.9M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.22K- 24.61% |
N/A
|
6.81K
$852K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.23K- 3.38% |
N/A
|
63.7K
$7.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.26K- 59.67% |
N/A
|
1.53K
$191K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.38K- 28.52% |
N/A
|
5.95K
$745K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.38K- 6.15% |
N/A
|
36.3K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-2.38K- 2.44% |
N/A
|
95.4K
$11.9M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.44K- 9.7% |
N/A
|
22.7K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.47K- 5.48% |
N/A
|
42.6K
$5.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-2.48K- 29.6% |
N/A
|
5.9K
$738K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.48K- 3.47% |
N/A
|
69.1K
$8.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-2.49K- 3.53% |
N/A
|
67.8K
$8.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.49K- 6.43% |
N/A
|
36.3K
$4.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-2.49K- 47.78% |
N/A
|
2.72K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.55K- 20.9% |
N/A
|
9.66K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.58K- 3.9% |
N/A
|
63.6K
$7.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.62K- 16.85% |
N/A
|
12.9K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-2.63K- 40.79% |
N/A
|
3.81K
$477K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.64K- 6.81% |
N/A
|
36.2K
$4.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Actiam N.V.
Rotterdam, P7 |
SELL
|
- |
-2.67K- 0.59% |
N/A
|
448K
$56M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.7K- 6.91% |
N/A
|
36.4K
$4.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.77K- 2.51% |
N/A
|
108K
$13.5M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.78K- 1.95% |
N/A
|
139K
$17.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-2.81K- 98.49% |
N/A
|
43
$5.38K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.89K- 11.04% |
N/A
|
23.3K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
SELL
|
- |
-2.94K- 2.86% |
N/A
|
100K
$12.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.95K- 1.18% |
N/A
|
247K
$30.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.97K- 67.53% |
N/A
|
1.43K
$179K
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
SELL
|
- |
-2.98K- 4.26% |
N/A
|
67K
$8.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-3.05K- 72.04% |
N/A
|
1.18K
$148K
|