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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
444+ 6.27% |
N/A
|
7.53K
$943K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
15.7K+ 1.47% |
N/A
|
1.08M
$136M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-241- 12.2% |
N/A
|
1.74K
$217K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-110- 1.36% |
N/A
|
8K
$1M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-60- 1.58% |
N/A
|
3.74K
$468K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-228- 7.14% |
N/A
|
2.96K
$371K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-1.72K- 1.45% |
N/A
|
117K
$14.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.07% |
N/A
|
10.7K
$1.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
N/A
|
5
$626
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.5K- 53.25% |
N/A
|
1.32K
$165K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
735+ 11.99% |
N/A
|
6.86K
$859K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 111.11% |
N/A
|
38
$4.76K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.6K- 5.49% |
N/A
|
62K
$7.76M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-7- 0.08% |
N/A
|
8.26K
$1.03M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.45K- 6.79% |
N/A
|
19.9K
$2.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.09K- 1.74% |
N/A
|
61.4K
$7.69M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
98+ 4.97% |
N/A
|
2.07K
$259K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-386- 0.76% |
N/A
|
50.3K
$6.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-909- 9.17% |
N/A
|
9K
$1.13M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
893+ 146.39% |
N/A
|
1.5K
$188K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-2.33K- 2.57% |
N/A
|
88.4K
$11.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
6+ 0.25% |
N/A
|
2.42K
$303K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
737+ 10.48% |
N/A
|
7.77K
$973K
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-1.04K- 2.38% |
N/A
|
42.7K
$5.34M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-800- 21.05% |
N/A
|
3K
$376K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
138+ 0.55% |
N/A
|
25.3K
$3.17M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.07K- 3.74% |
N/A
|
130K
$16.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-678- 4.91% |
N/A
|
13.1K
$1.65M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.11KNew |
N/A
|
2.11K
$264K
|
|
|
Apr 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
193KNew |
N/A
|
193K
$24.2M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
170New |
N/A
|
170
$21.3K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
6New |
N/A
|
6
$751
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.08KNew |
N/A
|
1.08K
$135K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
888+ 8.34% |
N/A
|
11.5K
$1.44M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.15KNew |
N/A
|
3.15K
$394K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
34.8K+ 308.01% |
N/A
|
46.1K
$5.77M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
218New |
N/A
|
218
$27.3K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
29+ 1.59% |
N/A
|
1.86K
$232K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
164+ 6.77% |
N/A
|
2.59K
$324K
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$156K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
N/A
|
2
$250
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.27K- 68.87% |
N/A
|
1.03K
$128K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
11.6K+ 131.14% |
N/A
|
20.5K
$2.56M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.13K+ 153.04% |
N/A
|
6.83K
$855K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-46- 4.28% |
N/A
|
1.03K
$129K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
435KNew |
N/A
|
435K
$54.4M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
818New |
N/A
|
818
$102K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
134New |
N/A
|
134
$16.8K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-202- 2.36% |
N/A
|
8.36K
$1.05M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-104- 8.92% |
N/A
|
1.06K
$133K
|
|