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 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-300- 1.71% |
N/A
|
17.2K
$2.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
39+ 1.03% |
N/A
|
3.82K
$478K
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-747- 0.97% |
N/A
|
76.6K
$9.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
997+ 1.35% |
N/A
|
74.6K
$9.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-150- 0.28% |
N/A
|
52.6K
$6.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.8K+ 326.8% |
N/A
|
4.97K
$622K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
762+ 3.42% |
N/A
|
23K
$2.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-161- 1.42% |
N/A
|
11.2K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
68.6K+ 706.36% |
N/A
|
78.3K
$9.8M
|
|
|
Oct 14, 2025
Q3 2025
|
M. Kraus & CO
|
SELL
|
- |
-341- 0.73% |
N/A
|
46.1K
$5.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-168- 0.91% |
N/A
|
18.2K
$2.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
33New |
N/A
|
33
$4.13K
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-161- 9.12% |
N/A
|
1.6K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-2.32K- 6.41% |
N/A
|
33.8K
$4.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
434+ 3.43% |
N/A
|
13.1K
$1.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
90+ 1.32% |
N/A
|
6.9K
$864K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.1K- 7.23% |
N/A
|
65.4K
$8.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.56% |
N/A
|
38
$4.76K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
4.17K+ 159.99% |
N/A
|
6.78K
$849K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-706- 3.97% |
N/A
|
17.1K
$2.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-5.71K- 66.59% |
N/A
|
2.87K
$359K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-11- 44.0% |
N/A
|
14
$1.75K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-3.17K- 2.83% |
N/A
|
109K
$13.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-131- 3.12% |
N/A
|
4.07K
$509K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
6.25KNew |
N/A
|
6.25K
$783K
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-60- 0.64% |
N/A
|
9.36K
$1.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
3.52KNew |
N/A
|
3.52K
$440K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-575- 6.68% |
N/A
|
8.04K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-21- 17.07% |
N/A
|
102
$12.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.09K+ 5.97% |
N/A
|
19.3K
$2.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-353- 11.15% |
N/A
|
2.81K
$352K
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.08K+ 4.34% |
N/A
|
74.1K
$9.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
31New |
N/A
|
31
$3.88K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
65+ 3.72% |
N/A
|
1.81K
$227K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-150- 0.68% |
N/A
|
21.8K
$2.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.64K+ 84.7% |
N/A
|
5.75K
$719K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
223New |
N/A
|
223
$27.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
2.26KNew |
N/A
|
2.26K
$283K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
SELL
|
- |
-100- 3.93% |
N/A
|
2.44K
$306K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-570- 9.56% |
N/A
|
5.39K
$675K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.47K- 43.01% |
N/A
|
1.95K
$244K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
3.51K+ 7.46% |
N/A
|
50.5K
$6.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-330- 9.94% |
N/A
|
2.99K
$374K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
109+ 1.08% |
N/A
|
10.2K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.19% |
N/A
|
533
$66.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
BUY
|
- |
25.1K+ 41.3% |
N/A
|
86K
$10.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
252+ 4.42% |
N/A
|
5.96K
$746K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
5.15K+ 18.2% |
N/A
|
33.4K
$4.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-12.9K- 10.93% |
N/A
|
105K
$13.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7- 21.88% |
N/A
|
25
$3.13K
|
|