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 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 37.8% |
N/A
|
8.32K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
38.2K+ 979.49% |
N/A
|
42.1K
$5.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
231New |
N/A
|
231
$28.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
382+ 12.91% |
N/A
|
3.34K
$418K
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
5.62K+ 4.42% |
N/A
|
133K
$16.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.29K- 26.61% |
N/A
|
3.56K
$445K
|
|
|
Nov 07, 2025
Q3 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
19.4KNew |
N/A
|
19.4K
$2.43M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.28K+ 103.45% |
N/A
|
4.49K
$562K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.64K- 3.08% |
N/A
|
51.7K
$6.48M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-259K- 58.45% |
N/A
|
184K
$23M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
29.5KNew |
N/A
|
29.5K
$3.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
23.2K+ 233.82% |
N/A
|
33.2K
$4.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 22.61% |
N/A
|
4.57K
$572K
|
|
|
Nov 07, 2025
Q3 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-7.64K- 3.1% |
N/A
|
239K
$29.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-135- 6.64% |
N/A
|
1.9K
$238K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-9.1K- 2.31% |
N/A
|
384K
$48.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
34.7KNew |
N/A
|
34.7K
$4.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Broderick Brian C
|
SELL
|
- |
-968- 1.06% |
N/A
|
90.8K
$11.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Dempze Nancy E
|
BUY
|
- |
1+ 0.0% |
N/A
|
26.3K
$3.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Kidder Stephen W
|
SELL
|
- |
-129- 0.18% |
N/A
|
71K
$8.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
185+ 0.52% |
N/A
|
35.8K
$4.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Puzo Michael J
|
BUY
|
- |
231+ 0.34% |
N/A
|
67.2K
$8.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Somerville Kurt F
|
SELL
|
- |
-3.08K- 2.69% |
N/A
|
111K
$13.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.47K- 0.32% |
N/A
|
452K
$56.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-135- 7.53% |
N/A
|
1.66K
$208K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.51K- 30.12% |
N/A
|
3.51K
$440K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-31K- 44.32% |
N/A
|
38.9K
$4.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-341- 1.95% |
N/A
|
17.1K
$2.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-953- 22.33% |
N/A
|
3.31K
$415K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-20- 0.17% |
N/A
|
11.8K
$1.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
62.6K+ 39.87% |
N/A
|
220K
$27.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5.38K+ 65.83% |
N/A
|
13.6K
$1.7M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 9.52% |
N/A
|
23
$2.88K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
103+ 1.2% |
N/A
|
8.69K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
3.79K+ 13.89% |
N/A
|
31K
$3.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
27+ 13.17% |
N/A
|
232
$29K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-277- 0.71% |
N/A
|
38.7K
$4.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-210- 1.31% |
N/A
|
15.8K
$1.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.3K- 31.11% |
N/A
|
7.31K
$916K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-22- 0.23% |
N/A
|
9.45K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
8.1K+ 18.62% |
N/A
|
51.6K
$6.46M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
1.29K+ 2.74% |
N/A
|
48.2K
$6.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-3- 0.04% |
N/A
|
7.18K
$899K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
890+ 48.34% |
N/A
|
2.73K
$342K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-212- 11.86% |
N/A
|
1.58K
$197K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 7.07% |
N/A
|
106
$13.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-597- 23.42% |
N/A
|
1.95K
$244K
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
22K+ 21.92% |
N/A
|
122K
$15.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.5K+ 14.23% |
N/A
|
36.2K
$4.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-10.3K- 15.3% |
N/A
|
57.2K
$7.16M
|
|