Latest Institutional Purchases of Fiserv Inc (FISV)
This list provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.02KNew |
N/A
|
2.02K
$253K
|
|
|
Nov 12, 2025
Q3 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
2K+ 1.6% |
N/A
|
127K
$16M
|
|
|
Nov 13, 2025
Q3 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
- |
2KNew |
N/A
|
2K
$250K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2K+ 150.11% |
N/A
|
3.32K
$416K
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.98K+ 1.09% |
N/A
|
185K
$23.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.97K+ 14.4% |
N/A
|
15.7K
$1.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
1.94K+ 12.53% |
N/A
|
17.4K
$2.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.9KNew |
N/A
|
1.9K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.89K+ 0.21% |
N/A
|
918K
$115M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.87K+ 15.59% |
N/A
|
13.9K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.87K+ 0.63% |
N/A
|
297K
$37.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
1.84K+ 3.18% |
N/A
|
59.8K
$7.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.81K+ 9.24% |
N/A
|
21.4K
$2.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.79K+ 195.09% |
N/A
|
2.71K
$339K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.78K+ 129.0% |
N/A
|
3.15K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.77K+ 12.02% |
N/A
|
16.5K
$2.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.76K+ 87.98% |
N/A
|
3.77K
$472K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.76K+ 27.37% |
N/A
|
8.19K
$1.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.76K+ 18.5% |
N/A
|
11.3K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.75KNew |
N/A
|
1.75K
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.74K+ 6.23% |
N/A
|
29.6K
$3.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.72K+ 32.91% |
N/A
|
6.94K
$869K
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.71K+ 66.63% |
N/A
|
4.28K
$536K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.7K+ 3.27% |
N/A
|
53.8K
$6.73M
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$213K
|
|
|
Oct 07, 2025
Q3 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
1.7K+ 120.23% |
N/A
|
3.11K
$390K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.7K+ 2.34% |
N/A
|
74.2K
$9.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.68K+ 101.02% |
N/A
|
3.34K
$419K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.67KNew |
N/A
|
1.67K
$208K
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Group Foundation
|
BUY
|
- |
1.66K+ 15.19% |
N/A
|
12.6K
$1.58M
|
|
|
Nov 24, 2025
Q3 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.65K+ 4.74% |
N/A
|
36.4K
$4.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.64K+ 8.34% |
N/A
|
21.3K
$2.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.62K+ 21.01% |
N/A
|
9.31K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.62KNew |
N/A
|
1.62K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$201K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
CALL |
1.6KNew |
N/A
|
1.6K
$200K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.59KNew |
N/A
|
1.59K
$199K
|
|
|
Nov 13, 2025
Q3 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
1.58KNew |
N/A
|
1.58K
$198K
|
|
|
Nov 13, 2025
Q3 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
1.58K+ 22.65% |
N/A
|
8.56K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 14.37% |
N/A
|
12.5K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$197K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.57K+ 23.21% |
N/A
|
8.31K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.53K+ 73.14% |
N/A
|
3.62K
$453K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.47K+ 2.43% |
N/A
|
61.9K
$7.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.47K+ 53.61% |
N/A
|
4.21K
$527K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.44KNew |
N/A
|
1.44K
$180K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.43K+ 10.27% |
N/A
|
15.4K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 20.76% |
N/A
|
8.26K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.42K+ 25.51% |
N/A
|
6.98K
$873K
|
|