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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-30- 2.05% |
N/A
|
1.43K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
SELL
|
- |
-50.4K- 96.48% |
N/A
|
1.84K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Mig Capital, LLC
Newport Beach, CA |
SELL
|
- |
-34.3K- 16.67% |
N/A
|
171K
$21.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
PUT |
-2.6K- 18.57% |
N/A
|
11.4K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-23- 0.99% |
N/A
|
2.31K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
5.99K+ 80.92% |
N/A
|
13.4K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.26K- 59.67% |
N/A
|
1.53K
$191K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
14+ 0.99% |
N/A
|
1.43K
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
654+ 45.2% |
N/A
|
2.1K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-150- 9.63% |
N/A
|
1.41K
$176K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-332- 0.98% |
N/A
|
33.6K
$4.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-11.1K- 24.34% |
N/A
|
34.7K
$4.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-275- 7.69% |
N/A
|
3.3K
$413K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.58K+ 18.82% |
N/A
|
16.3K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Stanley Capital Management, LLC
Houston, TX |
BUY
|
- |
10K+ 7.96% |
N/A
|
136K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 28.57% |
N/A
|
9
$1.13K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
122New |
N/A
|
122
$15.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Clear Street LLC
|
BUY
|
- |
200New |
N/A
|
200
$25K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
207+ 4.25% |
N/A
|
5.08K
$636K
|
|
|
Aug 13, 2025
Q2 2025
|
Seth Klarman
Baupost Group LLC | Boston, Ma
|
BUY
|
- |
895KNew |
N/A
|
895K
$112M
|
|
|
Aug 13, 2025
Q2 2025
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
PUT |
278+ 88.82% |
N/A
|
591
$74K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
70+ 4.12% |
N/A
|
1.77K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Sunriver Management LLC
Greenwich, CT |
BUY
|
- |
274KNew |
N/A
|
274K
$34.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.93K+ 109.66% |
N/A
|
19K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-960- 29.21% |
N/A
|
2.33K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-109- 6.82% |
N/A
|
1.49K
$186K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
297New |
N/A
|
297
$37.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1K- 99.3% |
N/A
|
7
$876
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-105- 44.49% |
N/A
|
131
$16.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-30- 0.03% |
N/A
|
94.9K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
51+ 221.74% |
N/A
|
74
$9.26K
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.08KNew |
N/A
|
4.08K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2New |
N/A
|
2
$250
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-5.06K- 99.88% |
N/A
|
6
$751
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-56- 2.67% |
N/A
|
2.04K
$256K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.15K- 61.95% |
N/A
|
3.16K
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-915- 30.79% |
N/A
|
2.06K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-211- 3.3% |
N/A
|
6.19K
$775K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
4KNew |
N/A
|
4K
$501K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100K+ 14620.47% |
N/A
|
101K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-205- 14.65% |
N/A
|
1.19K
$149K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
11.3K+ 860.67% |
N/A
|
12.7K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.61K- 38.49% |
N/A
|
2.58K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-2.48K- 29.6% |
N/A
|
5.9K
$738K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-65- 5.23% |
N/A
|
1.18K
$147K
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
389+ 7.53% |
N/A
|
5.55K
$695K
|
|
|
Aug 12, 2025
Q2 2025
|
Scalar Gauge Management, LLC
Dallas, TX |
BUY
|
- |
45KNew |
N/A
|
45K
$5.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
PUT |
-26K- 96.3% |
N/A
|
1K
$125K
|
|