Latest Institutional Transactions on Fiserv Inc (FISV)
This table provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-46- 4.28% |
N/A
|
1.03K
$129K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
435KNew |
N/A
|
435K
$54.4M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
818New |
N/A
|
818
$102K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
134New |
N/A
|
134
$16.8K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-202- 2.36% |
N/A
|
8.36K
$1.05M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-104- 8.92% |
N/A
|
1.06K
$133K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
N/A
|
7
$876
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
246+ 1025.0% |
N/A
|
270
$33.8K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-427- 7.74% |
N/A
|
5.09K
$637K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-409- 4.33% |
N/A
|
9.03K
$1.13M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.2K- 2.76% |
N/A
|
77.7K
$9.72M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-251- 11.97% |
N/A
|
1.85K
$231K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8New |
N/A
|
8
$1K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-288- 0.38% |
N/A
|
74.8K
$9.37M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
798New |
N/A
|
798
$99.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-207- 2.73% |
N/A
|
7.39K
$925K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.44K+ 5.5% |
N/A
|
27.7K
$3.47M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
1KNew |
N/A
|
1K
$125K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-135- 2.81% |
N/A
|
4.67K
$584K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.41KNew |
N/A
|
3.41K
$427K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.42KNew |
N/A
|
1.42K
$177K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.51% |
N/A
|
1.18K
$148K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-8.93K- 2.92% |
N/A
|
296K
$37.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3.7K- 2.51% |
N/A
|
144K
$18M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
3.7KNew |
N/A
|
3.7K
$463K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
184+ 7.71% |
N/A
|
2.57K
$322K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.73K- 2.57% |
N/A
|
65.7K
$8.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.49K+ 40.85% |
N/A
|
8.58K
$1.07M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$140K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
250+ 568.18% |
N/A
|
294
$36.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-30.8K- 87.02% |
N/A
|
4.59K
$575K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
122New |
N/A
|
122
$15.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
2.3KNew |
N/A
|
2.3K
$288K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-28- 0.67% |
N/A
|
4.15K
$520K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
6.18KNew |
N/A
|
6.18K
$774K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
23K+ 2570.13% |
N/A
|
23.9K
$2.99M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
8.45K+ 3.28% |
N/A
|
266K
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-693- 22.68% |
N/A
|
2.36K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-680- 16.42% |
N/A
|
3.46K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.18K+ 0.43% |
N/A
|
979K
$123M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
550K+ 2307.76% |
N/A
|
574K
$71.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-11.5K- 56.45% |
N/A
|
8.85K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
341K+ 5.17% |
N/A
|
6.94M
$868M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
41.6K+ 21.87% |
N/A
|
232K
$29M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
1KNew |
N/A
|
1K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
4.24KNew |
N/A
|
4.24K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.22K+ 95.67% |
N/A
|
16.8K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.97K+ 7.43% |
N/A
|
86.3K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-74- 1.86% |
N/A
|
3.9K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-112K- 27.55% |
N/A
|
294K
$36.8M
|