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 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2K+ 46.43% |
N/A
|
6.31K
$790K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2KNew |
N/A
|
2K
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.98K+ 2.36% |
N/A
|
85.8K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.92K+ 2.36% |
N/A
|
83.1K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.89KNew |
N/A
|
1.89K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
1.88KNew |
N/A
|
1.88K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.86KNew |
N/A
|
1.86K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.85KNew |
N/A
|
1.85K
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.82K+ 35.66% |
N/A
|
6.93K
$867K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.82K+ 39.09% |
N/A
|
6.48K
$811K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.81K+ 16.97% |
N/A
|
12.5K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.8K+ 2.41% |
N/A
|
76.4K
$9.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$213K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.69K+ 4.09% |
N/A
|
43K
$5.39M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.68K+ 123.1% |
N/A
|
3.05K
$382K
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.67KNew |
N/A
|
1.67K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.67K+ 19.91% |
N/A
|
10.1K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.66KNew |
N/A
|
1.66K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
1.65KNew |
N/A
|
1.65K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.63KNew |
N/A
|
1.63K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.57K+ 13.2% |
N/A
|
13.5K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$196K
|
|
|
May 13, 2025
Q1 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$196K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.56K+ 8.44% |
N/A
|
20.1K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.56KNew |
N/A
|
1.56K
$196K
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
1.53K+ 3.32% |
N/A
|
47.5K
$5.95M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.46K+ 224.2% |
N/A
|
2.12K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.46K+ 100.34% |
N/A
|
2.92K
$365K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.44K+ 93.36% |
N/A
|
2.97K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$180K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.43K+ 119.87% |
N/A
|
2.62K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 18.64% |
N/A
|
8.98K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 5.83% |
N/A
|
25.6K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
N/A
|
1.38K
$173K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.37K+ 25.65% |
N/A
|
6.72K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$170K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.33K+ 1.35% |
N/A
|
99.8K
$12.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1.33K+ 554.17% |
N/A
|
1.57K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$162K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$162K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.29K+ 474.26% |
N/A
|
1.56K
$196K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.29K+ 9.02% |
N/A
|
15.5K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.26K+ 30.27% |
N/A
|
5.41K
$677K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$157K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 24.08% |
N/A
|
6.3K
$789K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.22K+ 22.35% |
N/A
|
6.67K
$836K
|