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 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-230- 4.88% |
N/A
|
4.49K
$562K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-229- 16.64% |
N/A
|
1.15K
$144K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-200- 10.53% |
N/A
|
1.7K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-125- 5.97% |
N/A
|
1.97K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-114- 3.63% |
N/A
|
3.03K
$379K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-102- 7.16% |
N/A
|
1.32K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-89- 8.85% |
N/A
|
917
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-75- 46.01% |
N/A
|
88
$11K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-63- 1.08% |
N/A
|
5.76K
$721K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-55- 70.51% |
N/A
|
23
$2.88K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-25- 1.45% |
N/A
|
1.7K
$213K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-21- 1.07% |
N/A
|
1.94K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-17- 1.22% |
N/A
|
1.38K
$173K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-14- 0.81% |
N/A
|
1.71K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-5- 17.86% |
N/A
|
23
$2.88K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.45% |
N/A
|
222
$27.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
N/A
|
1.67K
$209K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jeffrey Ubben
Value Act Holdings, L.P. | San Francisco, Ca
|
SELL
|
- |
-2.55M- 69.81% |
N/A
|
1.1M
$138M
|
|
|
Aug 12, 2024
Q2 2024
|
Veritas Asset Management LLP
|
SELL
|
- |
-1.04M- 15.1% |
N/A
|
5.85M
$732M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Capital Management, LLC
New York, NY |
SELL
|
- |
-749K- 93.3% |
N/A
|
53.8K
$6.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-720K- 1.8% |
N/A
|
39.2M
$4.91B
|
|
|
Jul 19, 2024
Q2 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-26.4K- 15.7% |
N/A
|
142K
$17.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-25.8K- 33.2% |
N/A
|
51.8K
$6.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Southeastern Asset Management Inc
Memphis, TN |
SELL
|
- |
-14.9K- 6.57% |
N/A
|
212K
$26.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-9.7K- 31.09% |
N/A
|
21.5K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-8.4K- 68.29% |
N/A
|
3.9K
$488K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-6.69K- 3.98% |
N/A
|
161K
$20.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-2.29KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.5K- 37.04% |
N/A
|
2.54K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-988- 5.64% |
N/A
|
16.5K
$2.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
SELL
|
- |
-950- 4.1% |
N/A
|
22.2K
$2.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-814- 19.31% |
N/A
|
3.4K
$426K
|
|
|
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-577- 32.92% |
N/A
|
1.18K
$147K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-551- 27.58% |
N/A
|
1.45K
$181K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-551- 4.58% |
N/A
|
11.5K
$1.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-300- 85.96% |
N/A
|
49
$6.13K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-240- 0.53% |
N/A
|
45K
$5.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-207- 0.85% |
N/A
|
24.1K
$3.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-180- 8.1% |
N/A
|
2.04K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-180- 3.64% |
N/A
|
4.76K
$596K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-98- 41.53% |
N/A
|
138
$17.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-98- 2.77% |
N/A
|
3.45K
$431K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-50- 2.17% |
N/A
|
2.25K
$282K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-42- 8.33% |
N/A
|
462
$57.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-38- 1.8% |
N/A
|
2.07K
$259K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-38- 55.88% |
N/A
|
30
$3.76K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-27- 1.73% |
N/A
|
1.54K
$192K
|
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-17- 0.82% |
N/A
|
2.05K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12- 42.86% |
N/A
|
16
$2K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 1.79% |
N/A
|
110
$13.8K
|
|