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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
55+ 13.75% |
N/A
|
455
$57K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
7.14K+ 83.47% |
N/A
|
15.7K
$1.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
922+ 2.12% |
N/A
|
44.4K
$5.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-448- 1.91% |
N/A
|
23.1K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
354+ 47.07% |
N/A
|
1.11K
$138K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
175+ 14.03% |
N/A
|
1.42K
$178K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
614+ 19.3% |
N/A
|
3.8K
$475K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
386New |
N/A
|
386
$48.3K
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-34- 2.68% |
N/A
|
1.24K
$155K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$160K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-1.52K- 36.58% |
N/A
|
2.63K
$329K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
N/A
|
15
$1.88K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6K- 70.28% |
N/A
|
4.9K
$613K
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
295+ 0.7% |
N/A
|
42.4K
$5.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-50- 15.29% |
N/A
|
277
$34.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-265- 3.7% |
N/A
|
6.9K
$864K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
47New |
N/A
|
47
$5.88K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-1.1K- 23.07% |
N/A
|
3.67K
$459K
|
|
|
Jul 24, 2025
Q2 2025
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
156K+ 15.89% |
N/A
|
1.14M
$143M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.34KNew |
N/A
|
7.34K
$919K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-354- 18.35% |
N/A
|
1.58K
$197K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-3.05K- 72.04% |
N/A
|
1.18K
$148K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-80- 1.89% |
N/A
|
4.15K
$519K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-583- 8.57% |
N/A
|
6.22K
$779K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-104- 32.1% |
N/A
|
220
$27.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-300- 11.51% |
N/A
|
2.31K
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
194+ 215.56% |
N/A
|
284
$35.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
195New |
N/A
|
195
$24.4K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
115+ 6.24% |
N/A
|
1.96K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
39+ 0.68% |
N/A
|
5.74K
$718K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
4+ 50.0% |
N/A
|
12
$1.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-65- 4.35% |
N/A
|
1.43K
$179K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-77- 5.14% |
N/A
|
1.42K
$178K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
637+ 28.22% |
N/A
|
2.89K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
N/A
|
100
$12.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
4.96K+ 18.21% |
N/A
|
32.2K
$4.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-40- 2.67% |
N/A
|
1.46K
$183K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.36K+ 29.59% |
N/A
|
5.97K
$747K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
129+ 4.61% |
N/A
|
2.93K
$367K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-903- 38.62% |
N/A
|
1.44K
$180K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
27New |
N/A
|
27
$3.38K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-583- 11.51% |
N/A
|
4.48K
$561K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.16KClosed |
N/A
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
6KNew |
N/A
|
6K
$751K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$171K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-45- 11.72% |
N/A
|
339
$42.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.48K+ 6.32% |
N/A
|
24.9K
$3.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
153+ 8.12% |
N/A
|
2.04K
$255K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-100- 5.5% |
N/A
|
1.72K
$215K
|
|