Purchases and Sales Made in Q1 2025 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q1 2025. The information is specifically focused on institutions that hold shares of FISERV INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-386- 0.76% |
N/A
|
50.3K
$6.3M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-388- 23.5% |
N/A
|
1.26K
$158K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-389- 81.21% |
N/A
|
90
$11.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-390- 0.77% |
N/A
|
50.5K
$6.32M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-399- 6.83% |
N/A
|
5.44K
$682K
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-400- 10.26% |
N/A
|
3.5K
$438K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-400- 30.19% |
N/A
|
925
$116K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-400- 7.55% |
N/A
|
4.9K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-400- 7.62% |
N/A
|
4.85K
$607K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-406- 6.3% |
N/A
|
6.04K
$756K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-412- 4.13% |
N/A
|
9.58K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-415- 19.14% |
N/A
|
1.75K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-415- 99.76% |
N/A
|
1
$125
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-419- 3.66% |
N/A
|
11K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-421- 6.15% |
N/A
|
6.43K
$805K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-423- 2.5% |
N/A
|
16.5K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-423- 3.51% |
N/A
|
11.6K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-426- 1.39% |
N/A
|
30.2K
$3.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-440- 1.99% |
N/A
|
21.7K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-454- 0.68% |
N/A
|
65.9K
$8.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-455- 17.87% |
N/A
|
2.09K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-457- 19.3% |
N/A
|
1.91K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-459- 0.8% |
N/A
|
56.7K
$7.1M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-468- 7.28% |
N/A
|
5.96K
$746K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-469- 4.62% |
N/A
|
9.69K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-475- 17.1% |
N/A
|
2.3K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-478- 2.82% |
N/A
|
16.5K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-481- 1.37% |
N/A
|
34.7K
$4.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-482- 2.53% |
N/A
|
18.5K
$2.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-487- 10.95% |
N/A
|
3.96K
$496K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-490- 18.54% |
N/A
|
2.15K
$270K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-492- 0.65% |
N/A
|
74.9K
$9.37M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-494- 1.75% |
N/A
|
27.7K
$3.47M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-495- 0.59% |
N/A
|
84.1K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-496- 10.63% |
N/A
|
4.17K
$522K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-497- 29.22% |
N/A
|
1.2K
$151K
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-500- 0.93% |
N/A
|
53.4K
$6.69M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-501- 3.37% |
N/A
|
14.4K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-503- 2.53% |
N/A
|
19.4K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-509- 1.09% |
N/A
|
46.1K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-510- 2.79% |
N/A
|
17.8K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-510- 1.48% |
N/A
|
34K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-514- 12.36% |
N/A
|
3.65K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-516- 9.03% |
N/A
|
5.2K
$651K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-517- 17.01% |
N/A
|
2.52K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-520- 16.0% |
N/A
|
2.73K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-524- 2.58% |
N/A
|
19.8K
$2.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-525- 23.01% |
N/A
|
1.76K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-542- 13.47% |
N/A
|
3.48K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-546- 1.96% |
N/A
|
27.3K
$3.41M
|