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 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.59K+ 41.75% |
N/A
|
5.38K
$674K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
719+ 7.9% |
N/A
|
9.82K
$1.23M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
19.6KNew |
N/A
|
19.6K
$2.45M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-11- 14.47% |
N/A
|
65
$8.14K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-100- 25.0% |
N/A
|
300
$37.6K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.86K+ 67.9% |
N/A
|
4.59K
$575K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-25- 3.52% |
N/A
|
685
$85.8K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.32K- 12.21% |
N/A
|
16.7K
$2.09M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.34K+ 26.34% |
N/A
|
11.2K
$1.4M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.16K- 8.87% |
N/A
|
22.2K
$2.78M
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
BUY
|
- |
9.71K+ 17.97% |
N/A
|
63.7K
$7.97M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
BUY
|
- |
237K+ 28.95% |
N/A
|
1.06M
$132M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-115K- 25.74% |
N/A
|
331K
$41.5M
|
|
|
Dec 15, 2025
Q2 2025
|
Saranac Partners LTD
London, |
SELL
|
- |
-22.4K- 47.04% |
N/A
|
25.2K
$3.16M
|
|
|
Dec 03, 2025
Q2 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-1.53KClosed |
N/A
|
0
$0
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
814K+ 44.39% |
N/A
|
2.65M
$332M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-2K- 8.33% |
N/A
|
22K
$2.75M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.34K- 17.29% |
N/A
|
6.39K
$800K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
242+ 10.59% |
N/A
|
2.53K
$317K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.94K+ 9.94% |
N/A
|
87.8K
$11M
|
|
|
Oct 16, 2025
Q2 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-1.12KClosed |
N/A
|
0
$0
|
|
|
Oct 09, 2025
Q2 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
485+ 7.19% |
N/A
|
7.23K
$906K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6New |
N/A
|
6
$751
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.35K+ 5.45% |
N/A
|
64.9K
$8.12M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
34New |
N/A
|
34
$4.26K
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-15.2K- 70.53% |
N/A
|
6.35K
$795K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8New |
N/A
|
8
$1K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
45+ 3.03% |
N/A
|
1.53K
$191K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.16K+ 19.46% |
N/A
|
7.12K
$892K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-537- 13.84% |
N/A
|
3.34K
$418K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-71- 1.03% |
N/A
|
6.8K
$851K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
67+ 0.48% |
N/A
|
13.9K
$1.75M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-20- 1.16% |
N/A
|
1.7K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Visualize Group LP
New York, NY |
BUY
|
- |
30.3K+ 39.92% |
N/A
|
106K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
800New |
N/A
|
800
$100K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
100+ 33.33% |
N/A
|
400
$50.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-14.2K- 2.98% |
N/A
|
464K
$58.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.95KNew |
N/A
|
3.95K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-12- 0.64% |
N/A
|
1.87K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
15.4K+ 733.33% |
N/A
|
17.5K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 37.83% |
N/A
|
1.89K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-145- 3.17% |
N/A
|
4.43K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.95K+ 32.6% |
N/A
|
7.93K
$992K
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
177KNew |
N/A
|
177K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-100- 1.76% |
N/A
|
5.59K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
18.8KNew |
N/A
|
18.8K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
60+ 1.91% |
N/A
|
3.21K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
2.61KNew |
N/A
|
2.61K
$327K
|
|