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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
3.6K+ 720.0% |
N/A
|
4.1K
$513K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.35K+ 5.45% |
N/A
|
64.9K
$8.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Spruce Investments, LP
Chicago, IL |
BUY
|
- |
3.14KNew |
N/A
|
3.14K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
2.8KNew |
N/A
|
2.8K
$350K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
BUY
|
- |
2.76K+ 64.2% |
N/A
|
7.07K
$885K
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
2.61KNew |
N/A
|
2.61K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.58K+ 18.82% |
N/A
|
16.3K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
2.5KNew |
N/A
|
2.5K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.43KNew |
N/A
|
2.43K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
2.2KNew |
N/A
|
2.2K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.18KNew |
N/A
|
2.18K
$273K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$270K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2KNew |
N/A
|
2K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.95K+ 32.6% |
N/A
|
7.93K
$992K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$242K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$218K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.59K+ 10.19% |
N/A
|
17.2K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.53K+ 38.83% |
N/A
|
5.47K
$685K
|
|
|
Aug 12, 2025
Q2 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
1.48K+ 5.2% |
N/A
|
29.9K
$3.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.48K+ 6.32% |
N/A
|
24.9K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.41K+ 118.12% |
N/A
|
2.6K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.38K+ 14.12% |
N/A
|
11.1K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.36K+ 29.59% |
N/A
|
5.97K
$747K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$171K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$170K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$166K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.32K+ 1.92% |
N/A
|
69.9K
$8.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$160K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$157K
|
|
|
Aug 12, 2025
Q2 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
1.2K+ 24.49% |
N/A
|
6.1K
$764K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.16K+ 19.46% |
N/A
|
7.12K
$892K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
CALL |
1KNew |
N/A
|
1K
$125K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
936+ 67.63% |
N/A
|
2.32K
$290K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
922+ 2.12% |
N/A
|
44.4K
$5.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
920New |
N/A
|
920
$115K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
870+ 34.63% |
N/A
|
3.38K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
864+ 19.47% |
N/A
|
5.3K
$664K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
800New |
N/A
|
800
$100K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
720+ 20.5% |
N/A
|
4.23K
$530K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
654+ 45.2% |
N/A
|
2.1K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
637+ 28.22% |
N/A
|
2.89K
$362K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
631+ 40.4% |
N/A
|
2.19K
$275K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
622New |
N/A
|
622
$77.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
614+ 19.3% |
N/A
|
3.8K
$475K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
586+ 25.46% |
N/A
|
2.89K
$362K
|
|
|
Oct 09, 2025
Q2 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
485+ 7.19% |
N/A
|
7.23K
$906K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
483+ 21.01% |
N/A
|
2.78K
$348K
|
|