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 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.67K+ 8.69% |
N/A
|
33.4K
$4.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.67K+ 4.78% |
N/A
|
58.4K
$7.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.65K+ 11.98% |
N/A
|
24.7K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.64K+ 49.18% |
N/A
|
8.02K
$1M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
2.61K+ 19.17% |
N/A
|
16.2K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
2.61KNew |
N/A
|
2.61K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.61K+ 11.97% |
N/A
|
24.4K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.58K+ 18.82% |
N/A
|
16.3K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
2.55KNew |
N/A
|
2.55K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Todd Asset Management LLC
|
BUY
|
- |
2.53K+ 0.73% |
N/A
|
348K
$43.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.52K+ 0.69% |
N/A
|
369K
$46.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.5K+ 12.43% |
N/A
|
22.6K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.48K+ 29.76% |
N/A
|
10.8K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.47K+ 5.25% |
N/A
|
49.5K
$6.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
2.45K+ 81.67% |
N/A
|
5.45K
$682K
|
|
|
Jul 29, 2025
Q2 2025
|
Palmer Knight CO
|
BUY
|
- |
2.45K+ 5.12% |
N/A
|
50.2K
$6.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.43KNew |
N/A
|
2.43K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.41K+ 53.89% |
N/A
|
6.89K
$863K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.4K+ 29.27% |
N/A
|
10.6K
$1.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
2.4K+ 2.58% |
N/A
|
95.4K
$11.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.39K+ 10.26% |
N/A
|
25.7K
$3.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
2.33K+ 3.34% |
N/A
|
72K
$9.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.31K+ 27.07% |
N/A
|
10.8K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.3K+ 11.25% |
N/A
|
22.8K
$2.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
2.27K+ 6.7% |
N/A
|
36.1K
$4.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.27K+ 0.08% |
N/A
|
2.88M
$361M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.26K+ 10.64% |
N/A
|
23.5K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.22K+ 22.02% |
N/A
|
12.3K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
2.2KNew |
N/A
|
2.2K
$276K
|
|
|
Aug 06, 2025
Q2 2025
|
Jcsd Capital, LLC
|
BUY
|
- |
2.2KNew |
N/A
|
2.2K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.18KNew |
N/A
|
2.18K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.16K+ 5.92% |
N/A
|
38.6K
$4.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$270K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.12KNew |
N/A
|
2.12K
$266K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.11K+ 2.57% |
N/A
|
84.2K
$10.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.09K+ 2.7% |
N/A
|
79.5K
$9.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.08KNew |
N/A
|
2.08K
$261K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2KNew |
N/A
|
2K
$251K
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.99K+ 0.61% |
N/A
|
328K
$41.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.98KNew |
N/A
|
1.98K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.95K+ 32.6% |
N/A
|
7.93K
$992K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$242K
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.9K+ 14.88% |
N/A
|
14.7K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.89K+ 102.33% |
N/A
|
3.74K
$468K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1.88K+ 100.64% |
N/A
|
3.74K
$468K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.87K+ 0.78% |
N/A
|
240K
$30.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.86K+ 1.59% |
N/A
|
119K
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.83K+ 5.64% |
N/A
|
34.4K
$4.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.83K+ 29.37% |
N/A
|
8.04K
$1.01M
|