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 09, 2025
Q3 2025
|
Sky Investment Group LLC
|
BUY
|
- |
802+ 11.88% |
N/A
|
7.55K
$945K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-403- 5.72% |
N/A
|
6.64K
$832K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-207K- 68.46% |
N/A
|
95.3K
$11.9M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-376- 4.76% |
N/A
|
7.52K
$941K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
BUY
|
- |
21+ 0.51% |
N/A
|
4.17K
$522K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
210+ 1.71% |
N/A
|
12.5K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-2.86K- 17.23% |
N/A
|
13.7K
$1.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.89K- 31.55% |
N/A
|
4.1K
$513K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
12+ 0.7% |
N/A
|
1.73K
$217K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.56K+ 2.72% |
N/A
|
134K
$16.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
BUY
|
- |
13K+ 39.39% |
N/A
|
46K
$5.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
899+ 33.32% |
N/A
|
3.6K
$450K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
17.2K+ 25.67% |
N/A
|
84.4K
$10.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-705- 1.02% |
N/A
|
68.2K
$8.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30+ 0.46% |
N/A
|
6.59K
$826K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
169+ 1.59% |
N/A
|
10.8K
$1.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
2.38KNew |
N/A
|
2.38K
$298K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
10.9K+ 478.2% |
N/A
|
13.1K
$1.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
968+ 14.19% |
N/A
|
7.79K
$976K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.44K- 14.05% |
N/A
|
14.9K
$1.87M
|
|
|
Oct 08, 2025
Q3 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
64+ 0.34% |
N/A
|
19.1K
$2.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.54K+ 1.87% |
N/A
|
138K
$17.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-815- 12.64% |
N/A
|
5.64K
$706K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.73K+ 12.62% |
N/A
|
69K
$8.63M
|
|
|
Oct 08, 2025
Q3 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
5.58K+ 3.29% |
N/A
|
175K
$21.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 8.82% |
N/A
|
370
$46.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.37K- 44.3% |
N/A
|
4.24K
$531K
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-987- 4.92% |
N/A
|
19.1K
$2.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
4.2K+ 22.22% |
N/A
|
23.1K
$2.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-24.9K- 54.97% |
N/A
|
20.4K
$2.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
712+ 5.35% |
N/A
|
14K
$1.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-35.2K- 1.72% |
N/A
|
2M
$251M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
235+ 6.28% |
N/A
|
3.98K
$498K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-93- 5.18% |
N/A
|
1.7K
$213K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
245+ 5.89% |
N/A
|
4.41K
$552K
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
BUY
|
- |
3.14K+ 4.35% |
N/A
|
75.1K
$9.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-119- 1.45% |
N/A
|
8.08K
$1.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
1.7K+ 120.23% |
N/A
|
3.11K
$390K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-610- 6.22% |
N/A
|
9.2K
$1.15M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.23K- 7.88% |
N/A
|
49.5K
$6.19M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-2K- 27.59% |
N/A
|
5.25K
$657K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-126- 2.51% |
N/A
|
4.89K
$613K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
15.9KNew |
N/A
|
15.9K
$1.99M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-691- 3.8% |
N/A
|
17.5K
$2.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-16.4K- 47.72% |
N/A
|
17.9K
$2.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
40+ 2.04% |
N/A
|
2K
$250K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
25+ 0.63% |
N/A
|
3.97K
$497K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-28- 1.58% |
N/A
|
1.75K
$219K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
157New |
N/A
|
157
$19.7K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
950New |
N/A
|
950
$119K
|
|