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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
106+ 3.3% |
N/A
|
3.32K
$416K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-228- 30.12% |
N/A
|
529
$66.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
1.94K+ 12.53% |
N/A
|
17.4K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-833- 1.67% |
N/A
|
49.1K
$6.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-278- 5.31% |
N/A
|
4.96K
$620K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
454New |
N/A
|
454
$56.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
175+ 10.32% |
N/A
|
1.87K
$234K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
454+ 2.16% |
N/A
|
21.5K
$2.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
71+ 2.25% |
N/A
|
3.22K
$403K
|
|
|
Nov 10, 2025
Q3 2025
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
803KNew |
N/A
|
803K
$101M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.78% |
N/A
|
3.77K
$472K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.72K+ 32.91% |
N/A
|
6.94K
$869K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-136K- 24.59% |
N/A
|
416K
$52.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-189- 7.03% |
N/A
|
2.5K
$313K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
56+ 2.42% |
N/A
|
2.37K
$297K
|
|
|
Nov 10, 2025
Q3 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.49K- 1.67% |
N/A
|
87.6K
$11M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-49- 1.79% |
N/A
|
2.68K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-74- 74.0% |
N/A
|
26
$3.26K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
84.7K+ 238.41% |
N/A
|
120K
$15M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
100New |
N/A
|
100
$12.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
25+ 15.63% |
N/A
|
185
$23.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-6.62K- 18.25% |
N/A
|
29.6K
$3.71M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.87K+ 0.63% |
N/A
|
297K
$37.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
480+ 22.94% |
N/A
|
2.57K
$322K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.67K+ 13.28% |
N/A
|
14.2K
$1.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.42K+ 3.59% |
N/A
|
156K
$19.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-109- 7.17% |
N/A
|
1.41K
$177K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
208+ 6.4% |
N/A
|
3.46K
$433K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-515- 8.64% |
N/A
|
5.45K
$682K
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-568- 26.7% |
N/A
|
1.56K
$195K
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.45K- 10.53% |
N/A
|
12.3K
$1.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
2.88K+ 13.12% |
N/A
|
24.9K
$3.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.03K+ 53.31% |
N/A
|
5.84K
$731K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.37K+ 19.3% |
N/A
|
14.7K
$1.84M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8- 0.47% |
N/A
|
1.71K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.14K- 14.17% |
N/A
|
6.89K
$863K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
22.5K+ 8.14% |
N/A
|
298K
$37.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-34.2K- 66.56% |
N/A
|
17.2K
$2.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
26+ 0.06% |
N/A
|
45.1K
$5.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-262- 5.39% |
N/A
|
4.6K
$576K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-5K- 40.82% |
N/A
|
7.25K
$908K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
22.6KNew |
N/A
|
22.6K
$2.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.15K+ 0.85% |
N/A
|
255K
$32M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-3.86K- 3.88% |
N/A
|
95.4K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
32.8K+ 3.07% |
N/A
|
1.1M
$138M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
193K+ 264.51% |
N/A
|
266K
$33.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.48K+ 2.54% |
N/A
|
140K
$17.6M
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
374+ 8.3% |
N/A
|
4.88K
$611K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
476+ 17.57% |
N/A
|
3.19K
$399K
|
|