Latest Institutional Sells of Fiserv Inc (FISV)
This list provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-228- 30.12% |
N/A
|
529
$66.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-221- 16.6% |
N/A
|
1.11K
$139K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-219- 4.86% |
N/A
|
4.29K
$537K
|
|
|
Nov 14, 2025
Q3 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-214- 1.66% |
N/A
|
12.7K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-214- 17.95% |
N/A
|
978
$122K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-214- 3.02% |
N/A
|
6.87K
$860K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-212- 11.86% |
N/A
|
1.58K
$197K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-212- 6.02% |
N/A
|
3.31K
$414K
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-210- 1.31% |
N/A
|
15.8K
$1.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-209- 92.89% |
N/A
|
16
$2K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-201- 1.0% |
N/A
|
19.9K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-200- 3.13% |
N/A
|
6.2K
$776K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-199- 10.62% |
N/A
|
1.67K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-198- 9.79% |
N/A
|
1.83K
$228K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-196- 46.01% |
N/A
|
230
$28.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-195- 2.02% |
N/A
|
9.46K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-194- 8.51% |
N/A
|
2.09K
$261K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-194- 5.72% |
N/A
|
3.2K
$400K
|
|
|
Nov 05, 2025
Q3 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-193- 1.61% |
N/A
|
11.8K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-189- 7.03% |
N/A
|
2.5K
$313K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-185- 1.09% |
N/A
|
16.8K
$2.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-184- 7.88% |
N/A
|
2.15K
$269K
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-178- 5.24% |
N/A
|
3.22K
$403K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-178- 2.69% |
N/A
|
6.44K
$806K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-170- 9.82% |
N/A
|
1.56K
$196K
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-170- 8.02% |
N/A
|
1.95K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-168- 2.06% |
N/A
|
7.99K
$1M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-168- 0.91% |
N/A
|
18.2K
$2.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-167- 3.98% |
N/A
|
4.03K
$505K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-163- 5.8% |
N/A
|
2.65K
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-161- 1.42% |
N/A
|
11.2K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-161- 9.12% |
N/A
|
1.6K
$201K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-150- 1.26% |
N/A
|
11.7K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-150- 0.28% |
N/A
|
52.6K
$6.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-150- 0.68% |
N/A
|
21.8K
$2.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-146- 0.54% |
N/A
|
27K
$3.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-144- 6.26% |
N/A
|
2.16K
$270K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-143- 2.69% |
N/A
|
5.17K
$647K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
SELL
|
- |
-139- 3.01% |
N/A
|
4.48K
$561K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-135- 6.64% |
N/A
|
1.9K
$238K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-135- 7.53% |
N/A
|
1.66K
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-133- 1.58% |
N/A
|
8.3K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-131- 3.12% |
N/A
|
4.07K
$509K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-130- 4.3% |
N/A
|
2.89K
$362K
|
|
|
Nov 07, 2025
Q3 2025
|
Kidder Stephen W
|
SELL
|
- |
-129- 0.18% |
N/A
|
71K
$8.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-126- 33.51% |
N/A
|
250
$31.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-126- 2.51% |
N/A
|
4.89K
$613K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-123- 6.71% |
N/A
|
1.71K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-120- 3.65% |
N/A
|
3.17K
$396K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-119- 1.45% |
N/A
|
8.08K
$1.01M
|
|