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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.97KNew |
N/A
|
3.97K
$497K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1K- 72.46% |
N/A
|
380
$47.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
927+ 10.27% |
N/A
|
9.95K
$1.25M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-212- 5.93% |
N/A
|
3.36K
$421K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-787- 3.57% |
N/A
|
21.3K
$2.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-961- 29.8% |
N/A
|
2.26K
$283K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
662+ 9.6% |
N/A
|
7.56K
$946K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
57.7K+ 1072.25% |
N/A
|
63.1K
$7.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
115+ 1.38% |
N/A
|
8.47K
$1.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
6.48KNew |
N/A
|
6.48K
$811K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
8.29K+ 59207.14% |
N/A
|
8.3K
$1.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
43+ 614.29% |
N/A
|
50
$6.26K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
SELL
|
- |
-4.21K- 28.27% |
N/A
|
10.7K
$1.34M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 3.51% |
N/A
|
27.5K
$3.44M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-3.03K- 0.69% |
N/A
|
436K
$54.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-840- 49.12% |
N/A
|
870
$109K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-174- 4.42% |
N/A
|
3.76K
$471K
|
|
|
Jan 16, 2026
Q4 2025
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
33.7K+ 49.41% |
N/A
|
102K
$12.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.66KNew |
N/A
|
1.66K
$208K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.81K+ 1.33% |
N/A
|
214K
$26.8M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
14KNew |
N/A
|
14K
$1.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.54K- 1.33% |
N/A
|
114K
$14.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-17- 0.29% |
N/A
|
5.79K
$725K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
122+ 1.37% |
N/A
|
9.01K
$1.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-350K- 92.47% |
N/A
|
28.5K
$3.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
SELL
|
- |
-538- 40.85% |
N/A
|
779
$97.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.02K- 36.93% |
N/A
|
5.16K
$646K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-11.8K- 6.21% |
N/A
|
178K
$22.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-237- 95.18% |
N/A
|
12
$1.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
46+ 328.57% |
N/A
|
60
$7.51K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
93New |
N/A
|
93
$11.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-10.6K- 59.07% |
N/A
|
7.34K
$919K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.76K+ 49.43% |
N/A
|
8.33K
$1.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-1.12M- 98.76% |
N/A
|
14K
$1.76M
|
|
|
Jan 15, 2026
Q4 2025
|
Triad Investment Management
|
SELL
|
- |
-15.6K- 62.18% |
N/A
|
9.49K
$1.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.31K+ 8.51% |
N/A
|
42.2K
$5.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-31- 81.58% |
N/A
|
7
$876
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 8.57% |
N/A
|
190
$23.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-13.1K- 25.22% |
N/A
|
38.8K
$4.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.45K+ 128.34% |
N/A
|
4.36K
$546K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.1K+ 202.42% |
N/A
|
15K
$1.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-8.13K- 16.42% |
N/A
|
41.4K
$5.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.03K+ 44.57% |
N/A
|
3.33K
$417K
|
|
|
Jan 14, 2026
Q4 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
72.6K+ 17.34% |
N/A
|
491K
$61.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-26.6K- 28.58% |
N/A
|
66.6K
$8.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
18.8K+ 32.79% |
N/A
|
76.1K
$9.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
381+ 137.55% |
N/A
|
658
$82.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-859- 15.11% |
N/A
|
4.83K
$604K
|
|
|
Jan 14, 2026
Q4 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
20.9KNew |
N/A
|
20.9K
$2.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-775- 4.05% |
N/A
|
18.4K
$2.3M
|
|