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 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
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
459+ 13.46% |
N/A
|
3.87K
$484K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
415+ 41500.0% |
N/A
|
416
$52.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
394+ 23.12% |
N/A
|
2.1K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
389+ 7.53% |
N/A
|
5.55K
$695K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
386New |
N/A
|
386
$48.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
380+ 13.76% |
N/A
|
3.14K
$393K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
354+ 47.07% |
N/A
|
1.11K
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
340+ 7.08% |
N/A
|
5.15K
$644K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
330+ 6.02% |
N/A
|
5.81K
$728K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
318+ 8.29% |
N/A
|
4.16K
$520K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
315+ 2.66% |
N/A
|
12.1K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
297New |
N/A
|
297
$37.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
295+ 0.7% |
N/A
|
42.4K
$5.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
PUT |
278+ 88.82% |
N/A
|
591
$74K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
263+ 23.21% |
N/A
|
1.4K
$175K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
250+ 9.51% |
N/A
|
2.88K
$361K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
242+ 10.59% |
N/A
|
2.53K
$317K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
240+ 233.01% |
N/A
|
343
$42.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
221+ 960.87% |
N/A
|
244
$30.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
207+ 4.25% |
N/A
|
5.08K
$636K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
201+ 18.11% |
N/A
|
1.31K
$164K
|
|
|
Aug 13, 2025
Q2 2025
|
Clear Street LLC
|
BUY
|
- |
200New |
N/A
|
200
$25K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
199+ 1.61% |
N/A
|
12.6K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
195New |
N/A
|
195
$24.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
194+ 215.56% |
N/A
|
284
$35.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
183+ 16.49% |
N/A
|
1.29K
$162K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
175+ 14.03% |
N/A
|
1.42K
$178K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
167+ 12.48% |
N/A
|
1.51K
$188K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
153+ 8.12% |
N/A
|
2.04K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
142+ 218.46% |
N/A
|
207
$25.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
140+ 9.54% |
N/A
|
1.61K
$201K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
129+ 4.61% |
N/A
|
2.93K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
122New |
N/A
|
122
$15.3K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
115+ 6.24% |
N/A
|
1.96K
$245K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
110+ 41.35% |
N/A
|
376
$47.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
107+ 7.36% |
N/A
|
1.56K
$195K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
106+ 7.67% |
N/A
|
1.49K
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
100+ 33.33% |
N/A
|
400
$50.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
100+ 0.43% |
N/A
|
23.1K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
100New |
N/A
|
100
$12.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
N/A
|
100
$12.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
98+ 2.32% |
N/A
|
4.32K
$541K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
93+ 7.74% |
N/A
|
1.3K
$162K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
76New |
N/A
|
76
$9.52K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
72+ 194.59% |
N/A
|
109
$13.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
70+ 4.12% |
N/A
|
1.77K
$222K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
67+ 0.48% |
N/A
|
13.9K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
60+ 1.91% |
N/A
|
3.21K
$402K
|
|