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 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-6.57K- 23.44% |
N/A
|
21.5K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-6.97K- 5.89% |
N/A
|
112K
$14M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.04K- 11.58% |
N/A
|
53.8K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-7.15K- 1.81% |
N/A
|
387K
$48.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.4K- 4.76% |
N/A
|
148K
$18.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-7.58K- 42.52% |
N/A
|
10.2K
$1.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
SELL
|
- |
-7.61K- 7.65% |
N/A
|
91.9K
$11.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-7.74K- 2.95% |
N/A
|
254K
$31.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.99K- 76.22% |
N/A
|
2.49K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Bamco Inc
New York, NY |
SELL
|
- |
-8K- 61.54% |
N/A
|
5K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-8.27K- 15.17% |
N/A
|
46.2K
$5.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-8.32K- 10.64% |
N/A
|
69.9K
$8.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.42K- 41.74% |
N/A
|
11.7K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-8.62K- 11.89% |
N/A
|
63.8K
$7.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8.97K- 88.52% |
N/A
|
1.16K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-9.38K- 6.97% |
N/A
|
125K
$15.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.42K- 9.95% |
N/A
|
85.3K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9.48K- 10.34% |
N/A
|
82.2K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-10.3K- 80.46% |
N/A
|
2.51K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-10.7K- 6.14% |
N/A
|
163K
$20.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-11K- 5.0% |
N/A
|
209K
$26.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-11.1K- 24.34% |
N/A
|
34.7K
$4.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-11.4K- 22.64% |
N/A
|
39K
$4.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-11.5K- 20.19% |
N/A
|
45.3K
$5.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6K- 70.28% |
N/A
|
4.9K
$613K
|
|
|
Aug 13, 2025
Q2 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-11.7K- 2.33% |
N/A
|
488K
$61.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 29.52% |
N/A
|
27.9K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-12K- 6.4% |
N/A
|
175K
$21.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-12K- 88.46% |
N/A
|
1.57K
$196K
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-12.1K- 64.82% |
N/A
|
6.55K
$820K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-12.1K- 2.76% |
N/A
|
425K
$53.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-12.5K- 21.01% |
N/A
|
47.2K
$5.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-12.7K- 41.52% |
N/A
|
17.9K
$2.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-13.5K- 37.0% |
N/A
|
22.9K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.9K- 22.07% |
N/A
|
49K
$6.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-14K- 18.66% |
N/A
|
60.9K
$7.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14K- 5.68% |
N/A
|
233K
$29.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-14.2K- 2.98% |
N/A
|
464K
$58.1M
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-15.2K- 70.53% |
N/A
|
6.35K
$795K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.4K- 13.5% |
N/A
|
98.7K
$12.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 0.83% |
N/A
|
1.88M
$235M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-16.9K- 61.16% |
N/A
|
10.7K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-17.2K- 30.59% |
N/A
|
39K
$4.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-17.4K- 74.24% |
N/A
|
6.05K
$757K
|
|
|
Aug 14, 2025
Q2 2025
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-17.8K- 91.26% |
N/A
|
1.7K
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-19.4K- 91.76% |
N/A
|
1.74K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
SELL
|
- |
-20.7K- 3.07% |
N/A
|
655K
$82M
|
|
|
Aug 14, 2025
Q2 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-20.9K- 5.15% |
N/A
|
385K
$48.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-21K- 29.93% |
N/A
|
49.1K
$6.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-21K- 4.39% |
N/A
|
459K
$57.4M
|