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 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-33- 3.24% |
N/A
|
985
$123K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-94.9K- 13.56% |
N/A
|
605K
$75.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-8- 8.08% |
N/A
|
91
$11.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
6.92K+ 42.61% |
N/A
|
23.1K
$2.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Palmer Knight CO
|
BUY
|
- |
13.5K+ 26.91% |
N/A
|
63.7K
$7.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26K+ 14.14% |
N/A
|
210K
$26.3M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
456+ 20.8% |
N/A
|
2.65K
$332K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
81+ 62.31% |
N/A
|
211
$26.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
BUY
|
- |
471+ 22.53% |
N/A
|
2.56K
$321K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-58.1K- 92.33% |
N/A
|
4.83K
$604K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
680+ 10.79% |
N/A
|
6.98K
$874K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.7K- 52.69% |
N/A
|
9.62K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
82.5KNew |
N/A
|
82.5K
$10.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
69.4K+ 55.44% |
N/A
|
195K
$24.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
4+ 0.25% |
N/A
|
1.61K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
108K+ 4424.32% |
N/A
|
110K
$13.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-16- 16.0% |
N/A
|
84
$10.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
42New |
N/A
|
42
$5.26K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
75+ 1.14% |
N/A
|
6.63K
$830K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-293- 6.07% |
N/A
|
4.54K
$568K
|
|
|
Nov 04, 2025
Q3 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
16.6K+ 5.06% |
N/A
|
345K
$43.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-339- 0.73% |
N/A
|
45.9K
$5.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-11.2K- 29.17% |
N/A
|
27.2K
$3.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-302- 22.5% |
N/A
|
1.04K
$130K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-6.13K- 7.68% |
N/A
|
73.7K
$9.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-214- 17.95% |
N/A
|
978
$122K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
158+ 50.32% |
N/A
|
472
$59.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.6K- 4.78% |
N/A
|
31.8K
$3.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
N/A
|
3
$376
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
17.4K+ 16.89% |
N/A
|
120K
$15.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
93+ 23.66% |
N/A
|
486
$60.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-5.96K- 1.79% |
N/A
|
328K
$41M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8.47K+ 314.33% |
N/A
|
11.2K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.52K- 20.37% |
N/A
|
13.7K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
26.9K+ 125.29% |
N/A
|
48.4K
$6.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-745- 2.06% |
N/A
|
35.4K
$4.44M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-214- 3.02% |
N/A
|
6.87K
$860K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-229K- 12.16% |
N/A
|
1.65M
$207M
|
|
|
Nov 04, 2025
Q3 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
781+ 0.94% |
N/A
|
84K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
33.9K+ 256.78% |
N/A
|
47.2K
$5.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-642- 15.87% |
N/A
|
3.4K
$426K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
192+ 0.45% |
N/A
|
43.2K
$5.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.29K+ 113.08% |
N/A
|
2.43K
$304K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.68K+ 101.02% |
N/A
|
3.34K
$419K
|
|
|
Nov 03, 2025
Q3 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
39.3KNew |
N/A
|
39.3K
$4.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.29KNew |
N/A
|
4.29K
$537K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-117- 2.27% |
N/A
|
5.04K
$630K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 0.42% |
N/A
|
4.71K
$590K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-4.16K- 11.16% |
N/A
|
33.1K
$4.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
24K+ 8.5% |
N/A
|
306K
$38.3M
|
|