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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
61+ 3.05% |
N/A
|
2.06K
$258K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
56+ 2.42% |
N/A
|
2.37K
$297K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56+ 1.16% |
N/A
|
4.9K
$613K
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
56+ 0.18% |
N/A
|
31.6K
$3.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
56+ 2.03% |
N/A
|
2.81K
$352K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
55+ 3.64% |
N/A
|
1.57K
$196K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
55+ 2.14% |
N/A
|
2.63K
$329K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
53New |
N/A
|
53
$6.64K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
53New |
N/A
|
53
$6.64K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
51+ 141.67% |
N/A
|
87
$10.9K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
50+ 217.39% |
N/A
|
73
$9.14K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
46+ 2.39% |
N/A
|
1.97K
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
46+ 2.23% |
N/A
|
2.11K
$265K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
46New |
N/A
|
46
$5.76K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
45New |
N/A
|
45
$5.63K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
45+ 0.12% |
N/A
|
38.1K
$4.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
45+ 29.8% |
N/A
|
196
$24.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
45+ 2.28% |
N/A
|
2.02K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
42New |
N/A
|
42
$5.26K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
41+ 2.5% |
N/A
|
1.68K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
41New |
N/A
|
41
$5.13K
|
|
|
Nov 12, 2025
Q3 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
40+ 1.48% |
N/A
|
2.75K
$344K
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
40+ 2.04% |
N/A
|
2K
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
39+ 0.35% |
N/A
|
11.2K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
37+ 1.3% |
N/A
|
2.89K
$362K
|
|
|
Oct 23, 2025
Q3 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
36+ 0.19% |
N/A
|
19K
$2.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
34New |
N/A
|
34
$4.26K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
34+ 0.03% |
N/A
|
120K
$15M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
30+ 0.88% |
N/A
|
3.44K
$431K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 8.82% |
N/A
|
370
$46.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
29+ 1.66% |
N/A
|
1.78K
$223K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.78% |
N/A
|
3.77K
$472K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
27+ 13.17% |
N/A
|
232
$29K
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
26+ 0.06% |
N/A
|
45.1K
$5.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
25+ 15.63% |
N/A
|
185
$23.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
25New |
N/A
|
25
$3.13K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
25+ 0.63% |
N/A
|
3.97K
$497K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
24+ 0.31% |
N/A
|
7.78K
$974K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
23New |
N/A
|
23
$2.88K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21+ 18.26% |
N/A
|
136
$17K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
BUY
|
- |
21+ 0.51% |
N/A
|
4.17K
$522K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18+ 0.17% |
N/A
|
10.5K
$1.31M
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
BUY
|
- |
16+ 0.01% |
N/A
|
279K
$34.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16+ 76.19% |
N/A
|
37
$4.63K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
16+ 0.87% |
N/A
|
1.85K
$231K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
16New |
N/A
|
16
$2K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 0.28% |
N/A
|
5.42K
$678K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
14New |
N/A
|
14
$1.75K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14+ 0.07% |
N/A
|
19.2K
$2.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
12New |
N/A
|
12
$1.5K
|
|