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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
630+ 103.96% |
N/A
|
1.24K
$155K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-1.19K- 0.88% |
N/A
|
134K
$16.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
9+ 0.84% |
N/A
|
1.08K
$135K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.47K- 10.12% |
N/A
|
13.1K
$1.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-38.7K- 6.77% |
N/A
|
532K
$66.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-101- 7.39% |
N/A
|
1.27K
$158K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-120- 10.34% |
N/A
|
1.04K
$130K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-6.06K- 2.37% |
N/A
|
249K
$31.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-57- 1.43% |
N/A
|
3.93K
$492K
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-2.52K- 2.58% |
N/A
|
95.3K
$11.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-11.9K- 89.06% |
N/A
|
1.46K
$183K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-97- 1.69% |
N/A
|
5.65K
$708K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
2.25K+ 1.25% |
N/A
|
182K
$22.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-85- 3.77% |
N/A
|
2.17K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.95K- 22.55% |
N/A
|
10.1K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Compass Capital Management, Inc
|
SELL
|
- |
-17.2K- 5.64% |
N/A
|
288K
$36.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-150- 7.89% |
N/A
|
1.75K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 33.33% |
N/A
|
8
$1K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.82K+ 39.09% |
N/A
|
6.48K
$811K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
40+ 1.23% |
N/A
|
3.28K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-17.4K- 7.33% |
N/A
|
220K
$27.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
289+ 1.97% |
N/A
|
14.9K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.76K+ 159.27% |
N/A
|
11K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-5.86K- 20.39% |
N/A
|
22.9K
$2.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-46- 32.86% |
N/A
|
94
$11.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-697- 27.18% |
N/A
|
1.87K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-90- 2.47% |
N/A
|
3.55K
$444K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-162- 0.92% |
N/A
|
17.4K
$2.18M
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-201- 0.43% |
N/A
|
46K
$5.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
474+ 2.3% |
N/A
|
21.1K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.44K- 2.24% |
N/A
|
62.8K
$7.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-73- 0.89% |
N/A
|
8.09K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
19+ 50.0% |
N/A
|
57
$7.14K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.62K+ 20.66% |
N/A
|
15.3K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
55+ 2.26% |
N/A
|
2.49K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
36+ 0.37% |
N/A
|
9.81K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.3K- 59.62% |
N/A
|
877
$110K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.23KNew |
N/A
|
3.23K
$404K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-11.7K- 4.52% |
N/A
|
246K
$30.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-419- 3.66% |
N/A
|
11K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-146- 9.57% |
N/A
|
1.38K
$173K
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-16.8K- 3.69% |
N/A
|
438K
$54.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-171- 2.15% |
N/A
|
7.77K
$973K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
318+ 83.91% |
N/A
|
697
$87.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
5.81K+ 69.49% |
N/A
|
14.2K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
635+ 8.3% |
N/A
|
8.28K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-971- 4.42% |
N/A
|
21K
$2.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-631- 12.4% |
N/A
|
4.46K
$558K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
N/A
|
1
$125
|