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 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.81K- 52.73% |
N/A
|
3.42K
$428K
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.83K- 8.86% |
N/A
|
39.3K
$4.93M
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-3.83K- 11.35% |
N/A
|
29.9K
$3.75M
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.86K- 30.61% |
N/A
|
8.75K
$1.1M
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-3.9K- 14.13% |
N/A
|
23.7K
$2.96M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4K- 78.62% |
N/A
|
1.09K
$136K
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-4.03K- 7.81% |
N/A
|
47.5K
$5.95M
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-4.04K- 1.2% |
N/A
|
332K
$41.6M
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.08K- 13.36% |
N/A
|
26.5K
$3.32M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.16KClosed |
N/A
|
0
$0
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-4.17K- 61.52% |
N/A
|
2.61K
$326K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.23K- 1.53% |
N/A
|
272K
$34M
|
|
May 15, 2025
Q1 2025
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-4.25K- 3.93% |
N/A
|
104K
$13M
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.3K- 6.54% |
N/A
|
61.4K
$7.68M
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-4.38K- 10.6% |
N/A
|
36.9K
$4.62M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.4K- 15.89% |
N/A
|
23.3K
$2.91M
|
|
May 06, 2025
Q1 2025
|
Brooktree Capital Management
|
SELL
|
- |
-4.4K- 9.01% |
N/A
|
44.4K
$5.56M
|
|
May 14, 2025
Q1 2025
|
Dnca Finance
Paris, I0 |
SELL
|
- |
-4.4K- 9.51% |
N/A
|
41.9K
$5.24M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.43K- 13.2% |
N/A
|
29.1K
$3.64M
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-4.43K- 1.66% |
N/A
|
262K
$32.9M
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4.48K- 31.93% |
N/A
|
9.55K
$1.2M
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-4.5K- 2.35% |
N/A
|
187K
$23.4M
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4.54K- 3.39% |
N/A
|
129K
$16.2M
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-4.55K- 16.47% |
N/A
|
23.1K
$2.89M
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-4.56K- 38.19% |
N/A
|
7.38K
$924K
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-4.57K- 6.13% |
N/A
|
70K
$8.76M
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-4.62K- 20.09% |
N/A
|
18.4K
$2.3M
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-4.63K- 9.84% |
N/A
|
42.5K
$5.32M
|
|
May 14, 2025
Q1 2025
|
Hel Ved Capital Management LTD
Central, K3 |
SELL
|
- |
-4.8K- 40.85% |
N/A
|
6.95K
$870K
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4.84K- 1.27% |
N/A
|
376K
$47M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.85K- 11.48% |
N/A
|
37.4K
$4.68M
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.88K- 4.01% |
N/A
|
117K
$14.6M
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.96K- 6.14% |
N/A
|
75.8K
$9.5M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.03K- 82.55% |
N/A
|
1.06K
$133K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.04K- 0.76% |
N/A
|
655K
$82.1M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.07K- 3.74% |
N/A
|
130K
$16.3M
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.09K- 69.48% |
N/A
|
2.24K
$280K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5.17K- 9.33% |
N/A
|
50.2K
$6.29M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.18K- 12.46% |
N/A
|
36.4K
$4.55M
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.18K- 42.82% |
N/A
|
6.92K
$866K
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-5.23K- 26.02% |
N/A
|
14.9K
$1.86M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.31K- 6.28% |
N/A
|
79.2K
$9.91M
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-5.31K- 13.82% |
N/A
|
33.1K
$4.15M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.36K- 3.0% |
N/A
|
173K
$21.7M
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-5.44K- 21.42% |
N/A
|
19.9K
$2.5M
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-5.48K- 1.85% |
N/A
|
291K
$36.4M
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
SELL
|
- |
-5.53K- 24.79% |
N/A
|
16.8K
$2.1M
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-5.86K- 20.39% |
N/A
|
22.9K
$2.87M
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.94K- 99.55% |
N/A
|
27
$3.38K
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.99K- 24.35% |
N/A
|
18.6K
$2.33M
|