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 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.92K- 0.35% |
N/A
|
538K
$67.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.71K- 24.8% |
N/A
|
14.3K
$1.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18.3K+ 24.58% |
N/A
|
92.5K
$11.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Coerente Capital Management
|
BUY
|
- |
16.1K+ 10.15% |
N/A
|
175K
$21.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
55+ 2.14% |
N/A
|
2.63K
$329K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-70- 1.61% |
N/A
|
4.28K
$536K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2+ 0.12% |
N/A
|
1.6K
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.35K+ 44.69% |
N/A
|
4.37K
$548K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
425New |
N/A
|
425
$53.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
15.4KNew |
N/A
|
15.4K
$1.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2.67K- 45.74% |
N/A
|
3.17K
$397K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.35KNew |
N/A
|
3.35K
$419K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
8.12K+ 103.85% |
N/A
|
15.9K
$2M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.29K+ 3.18% |
N/A
|
41.8K
$5.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-33.4K- 14.97% |
N/A
|
190K
$23.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.1K- 10.47% |
N/A
|
9.39K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.37K- 2.24% |
N/A
|
59.7K
$7.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
2.04K+ 0.67% |
N/A
|
307K
$38.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-3- 37.5% |
N/A
|
5
$626
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-110- 2.17% |
N/A
|
4.96K
$621K
|
|
|
Oct 23, 2025
Q3 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
36+ 0.19% |
N/A
|
19K
$2.38M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
9.07K+ 11.91% |
N/A
|
85.2K
$10.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
14.2K+ 29.66% |
N/A
|
62.1K
$7.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
567+ 0.24% |
N/A
|
241K
$30.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.34KNew |
N/A
|
2.34K
$293K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.2K+ 18.44% |
N/A
|
117K
$14.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-97- 2.0% |
N/A
|
4.75K
$595K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.81K+ 9.24% |
N/A
|
21.4K
$2.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-65- 0.8% |
N/A
|
8.03K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-388- 14.51% |
N/A
|
2.29K
$286K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6.55K- 75.64% |
N/A
|
2.11K
$264K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1- 7.69% |
N/A
|
12
$1.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
73.2KNew |
N/A
|
73.2K
$9.16M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-2.35K- 14.81% |
N/A
|
13.5K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-10.6K- 8.85% |
N/A
|
109K
$13.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
180+ 11.11% |
N/A
|
1.8K
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
457+ 21.06% |
N/A
|
2.63K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-634- 8.32% |
N/A
|
6.98K
$874K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-14.6K- 9.28% |
N/A
|
143K
$17.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-219- 4.86% |
N/A
|
4.29K
$537K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-118- 7.23% |
N/A
|
1.51K
$189K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-363- 1.03% |
N/A
|
34.9K
$4.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-315- 0.96% |
N/A
|
32.4K
$4.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-370K- 63.11% |
N/A
|
216K
$27.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Torray LLC
|
SELL
|
- |
-882- 1.9% |
N/A
|
45.6K
$5.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-33- 0.85% |
N/A
|
3.86K
$483K
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
BUY
|
- |
78KNew |
N/A
|
78K
$9.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.08% |
N/A
|
6.03K
$755K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-5- 0.04% |
N/A
|
12.9K
$1.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.47K+ 2.43% |
N/A
|
61.9K
$7.75M
|
|