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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-884- 16.08% |
N/A
|
4.61K
$578K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-886- 17.5% |
N/A
|
4.18K
$523K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-887- 2.24% |
N/A
|
38.7K
$4.84M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-898- 3.83% |
N/A
|
22.5K
$2.82M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-909- 9.17% |
N/A
|
9K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-912- 3.95% |
N/A
|
22.2K
$2.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-913- 4.19% |
N/A
|
20.9K
$2.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-921- 0.75% |
N/A
|
122K
$15.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-939- 2.2% |
N/A
|
41.7K
$5.22M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-940- 41.43% |
N/A
|
1.33K
$166K
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-950- 44.19% |
N/A
|
1.2K
$150K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-952- 0.98% |
N/A
|
96.2K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-958- 20.52% |
N/A
|
3.71K
$464K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-960- 3.68% |
N/A
|
25.1K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-962- 4.3% |
N/A
|
21.4K
$2.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-971- 4.42% |
N/A
|
21K
$2.63M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-980- 8.32% |
N/A
|
10.8K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-981- 3.52% |
N/A
|
26.9K
$3.37M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1K- 76.28% |
N/A
|
311
$38.9K
|
|
|
May 05, 2025
Q1 2025
|
Settian Capital LP
|
SELL
|
- |
-1K- 14.29% |
N/A
|
6K
$751K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-1K- 15.52% |
N/A
|
5.45K
$682K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.01K- 44.01% |
N/A
|
1.29K
$161K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.02K- 18.18% |
N/A
|
4.58K
$573K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.03K- 28.2% |
N/A
|
2.61K
$327K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.03K- 2.93% |
N/A
|
33.9K
$4.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.04K- 3.05% |
N/A
|
32.9K
$4.12M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-1.04K- 2.38% |
N/A
|
42.7K
$5.34M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.06K- 2.91% |
N/A
|
35.5K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.08K- 16.4% |
N/A
|
5.48K
$686K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.09K- 1.74% |
N/A
|
61.4K
$7.69M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.09K- 4.51% |
N/A
|
23.1K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.12K- 15.27% |
N/A
|
6.23K
$779K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.12K- 44.08% |
N/A
|
1.43K
$179K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.14K- 2.35% |
N/A
|
47.4K
$5.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.16K- 13.15% |
N/A
|
7.69K
$962K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-1.19K- 0.88% |
N/A
|
134K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.19K- 13.95% |
N/A
|
7.33K
$918K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-1.21K- 16.43% |
N/A
|
6.17K
$773K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.22K- 41.3% |
N/A
|
1.73K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.25K- 41.56% |
N/A
|
1.76K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.25K- 1.52% |
N/A
|
81.3K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.26K- 5.59% |
N/A
|
21.2K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.3K- 59.62% |
N/A
|
877
$110K
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.42K- 3.76% |
N/A
|
36.3K
$4.55M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.42K- 10.95% |
N/A
|
11.6K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.44K- 35.92% |
N/A
|
2.57K
$321K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.44K- 0.35% |
N/A
|
406K
$50.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.44K- 2.24% |
N/A
|
62.8K
$7.87M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.45K- 6.79% |
N/A
|
19.9K
$2.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.47K- 10.26% |
N/A
|
12.8K
$1.61M
|