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 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-99- 26.47% |
N/A
|
275
$34.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
142+ 218.46% |
N/A
|
207
$25.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-34- 2.56% |
N/A
|
1.29K
$162K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
199+ 1.61% |
N/A
|
12.6K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-60- 0.78% |
N/A
|
7.68K
$961K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
4.07K+ 363.43% |
N/A
|
5.2K
$650K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-95- 7.37% |
N/A
|
1.19K
$149K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-402- 24.22% |
N/A
|
1.26K
$158K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-78- 6.22% |
N/A
|
1.18K
$147K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
76New |
N/A
|
76
$9.52K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-152- 22.72% |
N/A
|
517
$64.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-496- 25.41% |
N/A
|
1.46K
$182K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2KNew |
N/A
|
2K
$251K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.59K+ 10.19% |
N/A
|
17.2K
$2.15M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-150- 2.78% |
N/A
|
5.25K
$657K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
103KNew |
N/A
|
103K
$12.8M
|
|
|
Oct 29, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$166K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
233New |
N/A
|
233
$29.2K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.81K+ 72.55% |
N/A
|
4.3K
$538K
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$1.28M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
21.2KNew |
N/A
|
21.2K
$2.65M
|
|
|
Jun 12, 2025
Q1 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
9+ 0.13% |
N/A
|
6.98K
$874K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.17KNew |
N/A
|
1.17K
$146K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-64- 5.42% |
N/A
|
1.12K
$140K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
15New |
N/A
|
15
$1.88K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.95KNew |
N/A
|
6.95K
$870K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
2+ 5.0% |
N/A
|
42
$5.26K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30New |
N/A
|
30
$3.76K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.13K+ 200.09% |
N/A
|
3.19K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
19.6K+ 6.65% |
N/A
|
314K
$39.3M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
21New |
N/A
|
21
$2.63K
|
|
|
May 15, 2025
Q1 2025
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
17.5K+ 194.98% |
N/A
|
26.5K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 133.33% |
N/A
|
35
$4.38K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
31.1KNew |
N/A
|
31.1K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
4.24KNew |
N/A
|
4.24K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-369K- 86.77% |
N/A
|
56.3K
$7.04M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
965New |
N/A
|
965
$121K
|
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.61KNew |
N/A
|
3.61K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
8.97KNew |
N/A
|
8.97K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-33- 0.02% |
N/A
|
207K
$26M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7- 0.41% |
N/A
|
1.68K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Aryeh Capital Management Ltd.
Toronto, A6 |
SELL
|
- |
-37.8K- 47.94% |
N/A
|
41K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.11KNew |
N/A
|
3.11K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
340New |
N/A
|
340
$42.6K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.63KNew |
N/A
|
1.63K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.85KNew |
N/A
|
1.85K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-80.4K- 94.63% |
N/A
|
4.56K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
997New |
N/A
|
997
$125K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-242- 0.91% |
N/A
|
26.5K
$3.32M
|
|