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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.4K+ 1.15% |
N/A
|
211K
$26.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 0.28% |
N/A
|
5.42K
$678K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-45- 1.48% |
N/A
|
2.99K
$374K
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.74K+ 6.23% |
N/A
|
29.6K
$3.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-170- 8.02% |
N/A
|
1.95K
$244K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
61+ 3.05% |
N/A
|
2.06K
$258K
|
|
|
Oct 31, 2025
Q3 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
10.9K+ 124.15% |
N/A
|
19.7K
$2.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-54- 3.92% |
N/A
|
1.33K
$166K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-577- 4.24% |
N/A
|
13K
$1.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Provident Trust CO
|
BUY
|
- |
24.7K+ 1.8% |
N/A
|
1.4M
$175M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
42K+ 486.07% |
N/A
|
50.6K
$6.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-117- 0.1% |
N/A
|
111K
$13.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
76+ 4.63% |
N/A
|
1.72K
$215K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-178- 2.69% |
N/A
|
6.44K
$806K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
81+ 2.94% |
N/A
|
2.83K
$355K
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
580+ 11.26% |
N/A
|
5.73K
$717K
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.01K- 2.53% |
N/A
|
116K
$14.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.16K- 5.16% |
N/A
|
58K
$7.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.66K- 7.33% |
N/A
|
58.9K
$7.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
782New |
N/A
|
782
$97.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Cooke & Bieler LP
|
BUY
|
- |
463KNew |
N/A
|
463K
$58M
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-81- 0.91% |
N/A
|
8.83K
$1.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-12.2K- 16.23% |
N/A
|
63K
$7.89M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
424+ 6.23% |
N/A
|
7.23K
$905K
|
|
|
Oct 31, 2025
Q3 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
9.48K+ 51.16% |
N/A
|
28K
$3.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-265- 10.85% |
N/A
|
2.18K
$273K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7KNew |
N/A
|
7K
$876K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-14- 0.53% |
N/A
|
2.62K
$328K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
27.4K+ 5.0% |
N/A
|
576K
$72.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
9.77K+ 18.79% |
N/A
|
61.8K
$7.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-15.4K- 15.27% |
N/A
|
85.2K
$10.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-110- 1.61% |
N/A
|
6.72K
$841K
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
30.2K+ 62.37% |
N/A
|
78.7K
$9.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-36- 1.36% |
N/A
|
2.6K
$326K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 10.0% |
N/A
|
135
$16.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Windward Capital Management CO
|
SELL
|
- |
-1.95K- 0.95% |
N/A
|
203K
$25.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-10.1K- 23.32% |
N/A
|
33.1K
$4.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1.03K- 27.55% |
N/A
|
2.71K
$339K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.59% |
N/A
|
3.76K
$471K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.88% |
N/A
|
338
$42.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-174K- 40.88% |
N/A
|
252K
$31.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
14.3K+ 38.0% |
N/A
|
52K
$6.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-17.5K- 9.13% |
N/A
|
174K
$21.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Courant Investment Management LLC
|
BUY
|
- |
85KNew |
N/A
|
85K
$10.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.78K+ 12069.57% |
N/A
|
2.8K
$350K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-288- 8.95% |
N/A
|
2.93K
$367K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-167- 3.98% |
N/A
|
4.03K
$505K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-19.1K- 14.39% |
N/A
|
113K
$14.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
435+ 6.71% |
N/A
|
6.92K
$866K
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-256- 7.43% |
N/A
|
3.19K
$399K
|
|