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
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.05K- 14.19% |
N/A
|
18.5K
$2.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-3.15K- 56.36% |
N/A
|
2.44K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.21K- 70.7% |
N/A
|
1.33K
$167K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.25K- 4.03% |
N/A
|
77.3K
$9.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.28K- 2.69% |
N/A
|
119K
$14.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.35K- 25.55% |
N/A
|
9.75K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.37K- 2.53% |
N/A
|
130K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.47K- 51.62% |
N/A
|
3.25K
$407K
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-3.54K- 0.64% |
N/A
|
550K
$68.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.56K- 24.18% |
N/A
|
11.2K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-3.56K- 3.74% |
N/A
|
91.7K
$11.5M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.6K- 2.33% |
N/A
|
151K
$18.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.63K- 11.13% |
N/A
|
29K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-3.67K- 2.2% |
N/A
|
163K
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.8K- 2.84% |
N/A
|
130K
$16.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.84K- 35.96% |
N/A
|
6.84K
$856K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.97K- 3.8% |
N/A
|
100K
$12.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-4.02K- 27.97% |
N/A
|
10.3K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-4.07K- 4.36% |
N/A
|
89.1K
$11.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-4.11K- 12.68% |
N/A
|
28.3K
$3.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.11K- 7.11% |
N/A
|
53.7K
$6.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-4.43K- 99.3% |
N/A
|
31
$3.88K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.61K- 27.96% |
N/A
|
11.9K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-4.66K- 20.35% |
N/A
|
18.2K
$2.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-4.74K- 7.37% |
N/A
|
59.6K
$7.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-4.75K- 6.87% |
N/A
|
64.4K
$8.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-4.85K- 15.21% |
N/A
|
27K
$3.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.9K- 33.59% |
N/A
|
9.69K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.92K- 6.28% |
N/A
|
73.5K
$9.2M
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.04K- 0.55% |
N/A
|
916K
$115M
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-5.06K- 99.88% |
N/A
|
6
$751
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.15K- 61.95% |
N/A
|
3.16K
$396K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.21K- 48.86% |
N/A
|
5.45K
$683K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.35K- 1.79% |
N/A
|
293K
$36.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-5.39K- 99.74% |
N/A
|
14
$1.75K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.45K- 21.25% |
N/A
|
20.2K
$2.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.5K- 13.33% |
N/A
|
35.7K
$4.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.51K- 14.45% |
N/A
|
32.6K
$4.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.71K- 41.54% |
N/A
|
8.03K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.81K- 10.79% |
N/A
|
48.1K
$6.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.02K- 4.97% |
N/A
|
115K
$14.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-6.05K- 8.27% |
N/A
|
67.1K
$8.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-6.07K- 5.1% |
N/A
|
113K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-6.3K- 10.26% |
N/A
|
55.1K
$6.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.3K- 10.02% |
N/A
|
56.6K
$7.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-6.34K- 13.33% |
N/A
|
41.2K
$5.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.34K- 8.26% |
N/A
|
70.5K
$8.82M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.36K- 3.88% |
N/A
|
157K
$19.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-6.41K- 5.31% |
N/A
|
114K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-6.48K- 1.12% |
N/A
|
571K
$71.5M
|