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 28, 2025
Q3 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
35.4KNew |
N/A
|
35.4K
$4.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
717+ 9.27% |
N/A
|
8.45K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-24- 2.11% |
N/A
|
1.11K
$139K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
400+ 27.78% |
N/A
|
1.84K
$230K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-270- 0.49% |
N/A
|
54.4K
$6.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.5K+ 15.43% |
N/A
|
78.7K
$9.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-40- 0.13% |
N/A
|
31.7K
$3.97M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
534+ 2.19% |
N/A
|
24.9K
$3.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6+ 3.92% |
N/A
|
159
$19.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
928+ 29.9% |
N/A
|
4.03K
$505K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.42K+ 25.51% |
N/A
|
6.98K
$873K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-124K- 72.96% |
N/A
|
45.9K
$5.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97KNew |
N/A
|
97K
$12.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
299+ 1.12% |
N/A
|
27.1K
$3.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-323K- 17.76% |
N/A
|
1.5M
$187M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
65+ 3.27% |
N/A
|
2.05K
$257K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-27.4K- 2.0% |
N/A
|
1.34M
$168M
|
|
|
Oct 27, 2025
Q3 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.2KNew |
N/A
|
3.2K
$401K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
239+ 1.25% |
N/A
|
19.3K
$2.42M
|
|
|
Oct 27, 2025
Q3 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-18- 1.25% |
N/A
|
1.43K
$178K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
944+ 1.93% |
N/A
|
49.9K
$6.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
200+ 1.26% |
N/A
|
16.1K
$2.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-492- 2.39% |
N/A
|
20.1K
$2.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-248- 8.66% |
N/A
|
2.62K
$327K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
116+ 5.57% |
N/A
|
2.2K
$275K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 10.53% |
N/A
|
42
$5.26K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-17- 0.21% |
N/A
|
8.09K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
CALL |
1.6KNew |
N/A
|
1.6K
$200K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.4K- 88.53% |
N/A
|
1.35K
$169K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.95K+ 53.65% |
N/A
|
19.9K
$2.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
527+ 17.13% |
N/A
|
3.6K
$451K
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
SELL
|
- |
-918- 3.41% |
N/A
|
26K
$3.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-285- 57.46% |
N/A
|
211
$26.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-781K- 99.91% |
N/A
|
696
$87.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
97+ 5.81% |
N/A
|
1.77K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-260- 0.93% |
N/A
|
27.6K
$3.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-13.1K- 61.32% |
N/A
|
8.25K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.36KNew |
N/A
|
2.36K
$295K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.92KNew |
N/A
|
1.92K
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-1.18K- 36.52% |
N/A
|
2.05K
$256K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
45+ 29.8% |
N/A
|
196
$24.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-43- 0.63% |
N/A
|
6.83K
$855K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
24.4K+ 20.52% |
N/A
|
143K
$17.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-96K- 2.28% |
N/A
|
4.11M
$514M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
SELL
|
- |
-5.48K- 46.0% |
N/A
|
6.43K
$805K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-800- 50.0% |
N/A
|
800
$100K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.9KNew |
N/A
|
1.9K
$238K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-1- 4.0% |
N/A
|
24
$3K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
101+ 131.17% |
N/A
|
178
$22.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-196- 46.01% |
N/A
|
230
$28.8K
|
|