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 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.53K+ 73.14% |
N/A
|
3.62K
$453K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.87K+ 22.87% |
N/A
|
31.5K
$3.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-30- 0.48% |
N/A
|
6.24K
$781K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
26.2K+ 2051.21% |
N/A
|
27.5K
$3.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
736+ 43.4% |
N/A
|
2.43K
$304K
|
|
|
Oct 20, 2025
Q3 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
148K+ 86.24% |
N/A
|
320K
$40.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
6.99K+ 23.06% |
N/A
|
37.3K
$4.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.47K- 33.14% |
N/A
|
2.96K
$370K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-163- 5.8% |
N/A
|
2.65K
$332K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-10.5K- 80.05% |
N/A
|
2.63K
$329K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14+ 0.07% |
N/A
|
19.2K
$2.4M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-250- 11.53% |
N/A
|
1.92K
$240K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.86K- 3.97% |
N/A
|
45.1K
$5.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
139+ 1.45% |
N/A
|
9.74K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.36K- 1.14% |
N/A
|
378K
$47.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
41.1K+ 2687.7% |
N/A
|
42.6K
$5.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6- 0.48% |
N/A
|
1.26K
$157K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-350- 7.54% |
N/A
|
4.29K
$537K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
16New |
N/A
|
16
$2K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
645+ 1316.33% |
N/A
|
694
$86.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-540- 31.34% |
N/A
|
1.18K
$148K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.63K+ 8.38% |
N/A
|
72.8K
$9.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-6.11K- 8.35% |
N/A
|
67K
$8.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Jcsd Capital, LLC
|
SELL
|
- |
-2.2KClosed |
N/A
|
0
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Jcsd Capital, LLC
|
SELL
|
CALL |
-18.6KClosed |
N/A
|
0
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-262- 1.18% |
N/A
|
21.9K
$2.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
8.15K+ 20.32% |
N/A
|
48.2K
$6.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 52.07% |
N/A
|
3.93K
$493K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-486- 13.73% |
N/A
|
3.05K
$382K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.24K- 5.46% |
N/A
|
21.4K
$2.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-209- 92.89% |
N/A
|
16
$2K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
11.3K+ 4.46% |
N/A
|
264K
$33.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-46.3K- 8.85% |
N/A
|
477K
$59.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-249- 3.1% |
N/A
|
7.8K
$976K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.65K+ 8.92% |
N/A
|
44.5K
$5.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
134+ 0.33% |
N/A
|
41.3K
$5.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-14.9K- 13.7% |
N/A
|
93.8K
$11.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-47- 19.58% |
N/A
|
193
$24.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
222+ 1.7% |
N/A
|
13.3K
$1.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
72+ 4.72% |
N/A
|
1.6K
$200K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
108+ 1.7% |
N/A
|
6.45K
$807K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.18K+ 1.43% |
N/A
|
83.1K
$10.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 1.97% |
N/A
|
249
$31.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
386+ 20.5% |
N/A
|
2.27K
$284K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-486- 13.1% |
N/A
|
3.23K
$404K
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-12- 0.73% |
N/A
|
1.63K
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-79- 1.09% |
N/A
|
7.14K
$893K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-49- 2.1% |
N/A
|
2.28K
$285K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
26+ 1.5% |
N/A
|
1.76K
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-1.6K- 50.0% |
N/A
|
1.6K
$200K
|
|