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 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
44K+ 3175.23% |
N/A
|
45.4K
$5.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-108K- 41.51% |
N/A
|
152K
$19M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.69K+ 5.63% |
N/A
|
87.9K
$11M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-184- 7.88% |
N/A
|
2.15K
$269K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
279New |
N/A
|
279
$34.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.24K- 54.25% |
N/A
|
6.1K
$764K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.59KNew |
N/A
|
1.59K
$199K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
285+ 5.56% |
N/A
|
5.42K
$678K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-143- 2.69% |
N/A
|
5.17K
$647K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
901+ 28.57% |
N/A
|
4.06K
$508K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
56+ 2.03% |
N/A
|
2.81K
$352K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
172+ 0.35% |
N/A
|
49.8K
$6.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.43K- 12.91% |
N/A
|
9.62K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
1.65K+ 12.19% |
N/A
|
15.2K
$1.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.91M- 29.17% |
N/A
|
4.64M
$581M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.03K- 2.69% |
N/A
|
110K
$13.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
4.54KNew |
N/A
|
4.54K
$569K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-41- 0.66% |
N/A
|
6.17K
$772K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.78K+ 129.0% |
N/A
|
3.15K
$395K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.17K+ 14.51% |
N/A
|
32.9K
$4.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 7.61% |
N/A
|
191K
$23.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
16.8KNew |
N/A
|
16.8K
$2.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
20.2KNew |
N/A
|
20.2K
$2.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
97+ 0.82% |
N/A
|
11.9K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-16- 0.14% |
N/A
|
11.2K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-431- 1.07% |
N/A
|
40K
$5.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
6.92K+ 23.42% |
N/A
|
36.5K
$4.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-126- 33.51% |
N/A
|
250
$31.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.29K- 9.99% |
N/A
|
11.6K
$1.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.91KNew |
N/A
|
2.91K
$364K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
21.3K+ 20.06% |
N/A
|
127K
$15.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-25- 0.46% |
N/A
|
5.41K
$677K
|
|
|
Oct 29, 2025
Q3 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
136K+ 81.95% |
N/A
|
301K
$37.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-14.5K- 8.66% |
N/A
|
153K
$19.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.44KNew |
N/A
|
1.44K
$180K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.32KNew |
N/A
|
2.32K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.51K+ 137.62% |
N/A
|
4.33K
$542K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-348- 10.08% |
N/A
|
3.11K
$389K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
5.91K+ 12.58% |
N/A
|
52.9K
$6.62M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-133- 1.58% |
N/A
|
8.3K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-40- 1.36% |
N/A
|
2.91K
$364K
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
15.4K+ 11.29% |
N/A
|
151K
$18.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-13- 0.49% |
N/A
|
2.64K
$330K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
25New |
N/A
|
25
$3.13K
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
9.18K+ 764.36% |
N/A
|
10.4K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
4.35KNew |
N/A
|
4.35K
$545K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
593+ 2.87% |
N/A
|
21.2K
$2.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.76K+ 87.98% |
N/A
|
3.77K
$472K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-866- 10.73% |
N/A
|
7.2K
$902K
|
|