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 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.21K- 15.18% |
N/A
|
6.75K
$845K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.19K- 17.35% |
N/A
|
5.68K
$711K
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-1.19K- 36.36% |
N/A
|
2.09K
$261K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-1.18K- 36.52% |
N/A
|
2.05K
$256K
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.17K- 7.59% |
N/A
|
14.2K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 19.43% |
N/A
|
4.83K
$604K
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
SELL
|
- |
-1.16KClosed |
N/A
|
0
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.14K- 14.17% |
N/A
|
6.89K
$863K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.12K- 19.91% |
N/A
|
4.5K
$563K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.1K- 10.47% |
N/A
|
9.39K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.08K- 37.17% |
N/A
|
1.82K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.07K- 29.98% |
N/A
|
2.5K
$313K
|
|
|
Nov 10, 2025
Q3 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.06K- 3.03% |
N/A
|
34K
$4.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.06K- 21.38% |
N/A
|
3.9K
$488K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.05K- 25.34% |
N/A
|
3.11K
$389K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1.03K- 27.55% |
N/A
|
2.71K
$339K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.01K- 24.19% |
N/A
|
3.15K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-1K- 22.73% |
N/A
|
3.4K
$426K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-982- 6.76% |
N/A
|
13.6K
$1.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Broderick Brian C
|
SELL
|
- |
-968- 1.06% |
N/A
|
90.8K
$11.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-953- 22.33% |
N/A
|
3.31K
$415K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-952- 11.25% |
N/A
|
7.51K
$940K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-944- 10.99% |
N/A
|
7.65K
$958K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-938- 41.65% |
N/A
|
1.31K
$165K
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
SELL
|
- |
-918- 3.41% |
N/A
|
26K
$3.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-906- 16.93% |
N/A
|
4.45K
$557K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-904- 9.27% |
N/A
|
8.85K
$1.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-887- 21.64% |
N/A
|
3.21K
$402K
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-883- 36.23% |
N/A
|
1.55K
$195K
|
|
|
Oct 22, 2025
Q3 2025
|
Torray LLC
|
SELL
|
- |
-882- 1.9% |
N/A
|
45.6K
$5.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-866- 10.73% |
N/A
|
7.2K
$902K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-864- 3.36% |
N/A
|
24.8K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-849- 19.93% |
N/A
|
3.41K
$427K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-846- 5.52% |
N/A
|
14.5K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-845- 3.91% |
N/A
|
20.7K
$2.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-833- 1.67% |
N/A
|
49.1K
$6.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-819- 1.25% |
N/A
|
64.6K
$8.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
PUT |
-800- 21.62% |
N/A
|
2.9K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-800- 14.68% |
N/A
|
4.65K
$582K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-800- 50.0% |
N/A
|
800
$100K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-799- 5.26% |
N/A
|
14.4K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-769- 23.67% |
N/A
|
2.48K
$310K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-745- 2.06% |
N/A
|
35.4K
$4.44M
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-732- 22.37% |
N/A
|
2.54K
$318K
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-726- 2.7% |
N/A
|
26.2K
$3.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-725- 31.69% |
N/A
|
1.56K
$196K
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-715- 2.14% |
N/A
|
32.6K
$4.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-706- 3.97% |
N/A
|
17.1K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-696- 7.27% |
N/A
|
8.88K
$1.11M
|
|