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
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-383- 3.5% |
N/A
|
10.6K
$1.32M
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-732- 22.37% |
N/A
|
2.54K
$318K
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$270K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-120- 3.65% |
N/A
|
3.17K
$396K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12+ 0.16% |
N/A
|
7.42K
$929K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-9- 16.98% |
N/A
|
44
$5.51K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5+ 5.0% |
N/A
|
105
$13.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-6.95K- 98.4% |
N/A
|
113
$14.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-55.5K- 75.63% |
N/A
|
17.9K
$2.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.25K+ 2.56% |
N/A
|
170K
$21.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-116K- 33.29% |
N/A
|
232K
$29M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.44KNew |
N/A
|
2.44K
$306K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-498- 82.18% |
N/A
|
108
$13.5K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.44K+ 1.8% |
N/A
|
194K
$24.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.8M- 83.53% |
N/A
|
2.53M
$317M
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
11+ 0.08% |
N/A
|
13.4K
$1.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.06% |
N/A
|
8.18K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Brooktree Capital Management
|
BUY
|
- |
10.2K+ 22.69% |
N/A
|
55.4K
$6.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.05K+ 1.04% |
N/A
|
102K
$12.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-361- 2.04% |
N/A
|
17.3K
$2.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-451- 4.61% |
N/A
|
9.32K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
8.64K+ 19.98% |
N/A
|
51.9K
$6.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
62+ 3.2% |
N/A
|
2K
$250K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.43M- 2.87% |
N/A
|
48.5M
$6.07B
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
10.1K+ 18.38% |
N/A
|
65K
$8.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
BUY
|
- |
19.3K+ 1095.45% |
N/A
|
21K
$2.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
814+ 2.48% |
N/A
|
33.7K
$4.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-14.1K- 11.24% |
N/A
|
111K
$13.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
329K+ 61.04% |
N/A
|
869K
$109M
|
|
|
Nov 07, 2025
Q3 2025
|
M&G PLC
London, X0 |
BUY
|
- |
104K+ 376.63% |
N/A
|
131K
$16.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Actiam N.V.
Rotterdam, P7 |
SELL
|
- |
-46.4K- 10.36% |
N/A
|
401K
$50.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-63- 3.19% |
N/A
|
1.91K
$239K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.19K+ 147.51% |
N/A
|
3.68K
$460K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.08K- 37.17% |
N/A
|
1.82K
$227K
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.56K- 1.39% |
N/A
|
111K
$13.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-3.4K- 1.97% |
N/A
|
169K
$21.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-37.7K- 5.52% |
N/A
|
645K
$80.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-146- 0.54% |
N/A
|
27K
$3.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-195- 2.02% |
N/A
|
9.46K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.87K+ 15.59% |
N/A
|
13.9K
$1.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-150- 1.26% |
N/A
|
11.7K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.23K- 7.98% |
N/A
|
14.1K
$1.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.47K+ 53.61% |
N/A
|
4.21K
$527K
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1K+ 4.84% |
N/A
|
21.7K
$2.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
550+ 39.45% |
N/A
|
1.94K
$243K
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
200New |
N/A
|
200
$25K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1+ 0.03% |
N/A
|
3.44K
$430K
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.02KNew |
N/A
|
2.02K
$253K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-906- 16.93% |
N/A
|
4.45K
$557K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
41+ 2.5% |
N/A
|
1.68K
$210K
|
|