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 03, 2025
Q3 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
832+ 10.0% |
N/A
|
9.15K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.2K- 69.2% |
N/A
|
8.55K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 19.43% |
N/A
|
4.83K
$604K
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
BUY
|
- |
2.13K+ 22.99% |
N/A
|
11.4K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3- 0.1% |
N/A
|
2.91K
$364K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.1K+ 13.93% |
N/A
|
82.9K
$10.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
656+ 13.71% |
N/A
|
5.44K
$681K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
38.2K+ 4.22% |
N/A
|
943K
$118M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.08K- 19.21% |
N/A
|
8.75K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
480+ 6.46% |
N/A
|
7.91K
$990K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
30+ 0.88% |
N/A
|
3.44K
$431K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.09K+ 97.35% |
N/A
|
4.24K
$530K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14.7K- 64.38% |
N/A
|
8.12K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-25- 0.62% |
N/A
|
4.03K
$505K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$1.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
12+ 38.71% |
N/A
|
43
$5.38K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 27.35% |
N/A
|
3.96K
$496K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-84- 2.26% |
N/A
|
3.63K
$454K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
223+ 1.1% |
N/A
|
20.5K
$2.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-55- 3.69% |
N/A
|
1.43K
$180K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.01K- 24.19% |
N/A
|
3.15K
$395K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1.4K+ 69.58% |
N/A
|
3.41K
$427K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 5.41% |
N/A
|
39
$4.88K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56+ 1.16% |
N/A
|
4.9K
$613K
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
2.25K+ 0.95% |
N/A
|
239K
$29.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-130- 4.3% |
N/A
|
2.89K
$362K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
45+ 0.12% |
N/A
|
38.1K
$4.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-449- 3.32% |
N/A
|
13.1K
$1.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
41New |
N/A
|
41
$5.13K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-123K- 96.58% |
N/A
|
4.36K
$546K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-198- 9.79% |
N/A
|
1.83K
$228K
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-37- 45.68% |
N/A
|
44
$5.51K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.56K- 0.16% |
N/A
|
2.88M
$360M
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
56+ 0.18% |
N/A
|
31.6K
$3.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-79- 1.71% |
N/A
|
4.54K
$568K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.37K- 0.84% |
N/A
|
162K
$20.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.23K- 6.4% |
N/A
|
17.9K
$2.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.47K+ 79.38% |
N/A
|
12.4K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.64K- 15.5% |
N/A
|
47.1K
$5.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
6.56K+ 0.76% |
N/A
|
872K
$109M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
316+ 7.44% |
N/A
|
4.56K
$571K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
31K+ 2.61% |
N/A
|
1.22M
$152M
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
170+ 5.01% |
N/A
|
3.56K
$446K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1New |
N/A
|
1
$125
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
11.5K+ 14.72% |
N/A
|
89.7K
$11.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.85K- 0.73% |
N/A
|
253K
$31.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-58K- 54.98% |
N/A
|
47.5K
$5.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-10.9K- 5.78% |
N/A
|
178K
$22.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
176K+ 291.33% |
N/A
|
236K
$29.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
9.72KNew |
N/A
|
9.72K
$1.22M
|
|