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 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
60New |
N/A
|
60
$7.51K
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-162K- 96.91% |
N/A
|
5.18K
$648K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
221+ 960.87% |
N/A
|
244
$30.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.4KNew |
N/A
|
4.4K
$551K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-470- 18.78% |
N/A
|
2.03K
$254K
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
4.01K+ 28.5% |
N/A
|
18.1K
$2.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-277K- 79.92% |
N/A
|
69.6K
$8.72M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-73.8K- 96.74% |
N/A
|
2.48K
$311K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
28+ 1.98% |
N/A
|
1.44K
$181K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
40KNew |
N/A
|
40K
$5.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
318+ 8.29% |
N/A
|
4.16K
$520K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-220- 22.68% |
N/A
|
750
$93.9K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-33.7K- 99.35% |
N/A
|
220
$27.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
29+ 0.92% |
N/A
|
3.19K
$399K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-67- 4.43% |
N/A
|
1.45K
$181K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-471- 4.36% |
N/A
|
10.3K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
310K+ 619900.0% |
N/A
|
310K
$38.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
622New |
N/A
|
622
$77.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5+ 0.31% |
N/A
|
1.61K
$201K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
380+ 13.76% |
N/A
|
3.14K
$393K
|
|
|
Aug 04, 2025
Q2 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
50+ 0.41% |
N/A
|
12.1K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 2.04% |
N/A
|
96
$12K
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
3.69KNew |
N/A
|
3.69K
$462K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$218K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-20- 1.5% |
N/A
|
1.32K
$165K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.05K+ 375.0% |
N/A
|
5.13K
$642K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-352- 20.34% |
N/A
|
1.38K
$173K
|
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
3.6K+ 720.0% |
N/A
|
4.1K
$513K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
18.3KNew |
N/A
|
18.3K
$2.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-177- 12.41% |
N/A
|
1.25K
$156K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
415+ 41500.0% |
N/A
|
416
$52.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
12+ 14.29% |
N/A
|
96
$12K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
7.7K+ 18330.95% |
N/A
|
7.74K
$969K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
CALL |
1KNew |
N/A
|
1K
$125K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5New |
N/A
|
5
$626
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
330+ 6.02% |
N/A
|
5.81K
$728K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.56K+ 96.0% |
N/A
|
9.32K
$1.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-118- 2.51% |
N/A
|
4.58K
$573K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.84K+ 1.29% |
N/A
|
380K
$47.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
33New |
N/A
|
33
$4.13K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
37New |
N/A
|
37
$4.63K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
56New |
N/A
|
56
$7.01K
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
66.3KNew |
N/A
|
66.3K
$8.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
250+ 9.51% |
N/A
|
2.88K
$361K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
29+ 0.61% |
N/A
|
4.79K
$600K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-242- 13.89% |
N/A
|
1.5K
$188K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-100- 5.23% |
N/A
|
1.81K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
183+ 16.49% |
N/A
|
1.29K
$162K
|
|
|
Jul 29, 2025
Q2 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-963- 80.25% |
N/A
|
237
$29.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
6+ 0.42% |
N/A
|
1.44K
$180K
|
|