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 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$1.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
37+ 1.3% |
N/A
|
2.89K
$362K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
1+ 7.14% |
N/A
|
15
$1.88K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.94K- 18.78% |
N/A
|
8.4K
$1.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-33- 9.02% |
N/A
|
333
$41.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
112New |
N/A
|
112
$14K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
351+ 4.33% |
N/A
|
8.45K
$1.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.09K+ 8.23% |
N/A
|
14.3K
$1.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-381- 7.61% |
N/A
|
4.62K
$579K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-25K- 39.9% |
N/A
|
37.6K
$4.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-79- 1.18% |
N/A
|
6.62K
$829K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.54K+ 15.07% |
N/A
|
27K
$3.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-10- 0.41% |
N/A
|
2.43K
$304K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.26K- 25.84% |
N/A
|
26.6K
$3.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.48K- 11.46% |
N/A
|
11.4K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
14.4K+ 42.99% |
N/A
|
47.8K
$5.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-51- 2.17% |
N/A
|
2.3K
$288K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.55K+ 10.29% |
N/A
|
48.8K
$6.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
500New |
N/A
|
500
$62.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
3.35K+ 98.82% |
N/A
|
6.73K
$843K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
253K+ 15.94% |
N/A
|
1.84M
$231M
|
|
|
Oct 15, 2025
Q3 2025
|
Albert D Mason Inc
|
BUY
|
- |
2.99K+ 20.63% |
N/A
|
17.5K
$2.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-60- 42.86% |
N/A
|
80
$10K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.45K- 55.41% |
N/A
|
1.16K
$146K
|
|
|
Oct 15, 2025
Q3 2025
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
2.54K+ 30.64% |
N/A
|
10.8K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
106K+ 2698.16% |
N/A
|
109K
$13.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.7K+ 2.34% |
N/A
|
74.2K
$9.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-488- 13.06% |
N/A
|
3.25K
$407K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-624- 6.56% |
N/A
|
8.88K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
416+ 33.9% |
N/A
|
1.64K
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
15.1K+ 19.38% |
N/A
|
93.2K
$11.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
255+ 0.69% |
N/A
|
37.4K
$4.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
306+ 3.75% |
N/A
|
8.46K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
5.8K+ 23.71% |
N/A
|
30.2K
$3.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-70- 1.59% |
N/A
|
4.33K
$542K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.67KNew |
N/A
|
1.67K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
36.4K+ 12.38% |
N/A
|
331K
$41.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-8.54K- 16.32% |
N/A
|
43.8K
$5.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-212- 6.02% |
N/A
|
3.31K
$414K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-74- 14.29% |
N/A
|
444
$55.6K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
55.3K+ 271.32% |
N/A
|
75.6K
$9.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
17.7K+ 16.74% |
N/A
|
123K
$15.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
115K+ 37.88% |
N/A
|
418K
$52.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
594+ 24.03% |
N/A
|
3.07K
$384K
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
2.34KNew |
N/A
|
2.34K
$293K
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-586- 21.51% |
N/A
|
2.14K
$268K
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
7.14K+ 29.41% |
N/A
|
31.4K
$3.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
200KNew |
N/A
|
200K
$25M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.33K+ 49.98% |
N/A
|
16K
$2M
|
|