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 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-184- 3.73% |
N/A
|
4.75K
$594K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
9.56KNew |
N/A
|
9.56K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.76K+ 2.72% |
N/A
|
142K
$17.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-28.2K- 59.08% |
N/A
|
19.5K
$2.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
207+ 5.42% |
N/A
|
4.02K
$504K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-43.2K- 57.92% |
N/A
|
31.4K
$3.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
899+ 881.37% |
N/A
|
1K
$125K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
61New |
N/A
|
61
$7.64K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5.42K- 64.05% |
N/A
|
3.04K
$381K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.7K- 7.49% |
N/A
|
21K
$2.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.86K- 12.47% |
N/A
|
13.1K
$1.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.88K- 42.61% |
N/A
|
6.57K
$822K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.62K- 36.87% |
N/A
|
6.2K
$776K
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-94.2K- 89.44% |
N/A
|
11.1K
$1.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.36K- 90.63% |
N/A
|
244
$30.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-19- 47.5% |
N/A
|
21
$2.63K
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-66.8K- 90.09% |
N/A
|
7.35K
$920K
|
|
|
Jan 12, 2026
Q4 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
45KNew |
N/A
|
45K
$5.64M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-48.5K- 76.0% |
N/A
|
15.3K
$1.92M
|
|
|
Jan 09, 2026
Q4 2025
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-31K- 17.72% |
N/A
|
144K
$18M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.31K- 62.1% |
N/A
|
800
$100K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-617K- 30.78% |
N/A
|
1.39M
$174M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
68.8K+ 19.96% |
N/A
|
414K
$51.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-35.3K- 85.42% |
N/A
|
6.02K
$754K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
102K+ 5.09% |
N/A
|
2.11M
$264M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
901+ 15.99% |
N/A
|
6.54K
$818K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-28.7K- 87.18% |
N/A
|
4.22K
$528K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-109K- 56.86% |
N/A
|
82.4K
$10.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
PUT |
-16.7K- 98.91% |
N/A
|
184
$23K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-13- 1.77% |
N/A
|
721
$90.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-136- 64.15% |
N/A
|
76
$9.52K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
907+ 1.32% |
N/A
|
69.9K
$8.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-5.82K- 30.48% |
N/A
|
13.3K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.17K+ 362.33% |
N/A
|
2.77K
$347K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
81+ 35.06% |
N/A
|
312
$39.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.64K- 9.74% |
N/A
|
15.2K
$1.91M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.34K- 22.47% |
N/A
|
4.62K
$578K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
186+ 563.64% |
N/A
|
219
$27.4K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 108.62% |
N/A
|
3.53K
$442K
|
|
|
Jan 07, 2026
Q4 2025
|
Corsicana & Co.
|
BUY
|
- |
50+ 161.29% |
N/A
|
81
$10.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.91K- 37.68% |
N/A
|
8.13K
$1.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-17.8K- 23.27% |
N/A
|
58.8K
$7.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.98K- 57.01% |
N/A
|
3K
$376K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10.1K- 53.88% |
N/A
|
8.66K
$1.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-110K- 84.45% |
N/A
|
20.2K
$2.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
5.81KNew |
N/A
|
5.81K
$727K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
956+ 11.84% |
N/A
|
9.03K
$1.13M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$200K
|
|
|
Jan 06, 2026
Q4 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
4.57KNew |
N/A
|
4.57K
$572K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13.1K- 42.5% |
N/A
|
17.7K
$2.22M
|
|