Purchases and Sales Made in Q3 2024 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-106- 1.49% |
N/A
|
7.01K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-106- 2.66% |
N/A
|
3.88K
$486K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-114- 3.63% |
N/A
|
3.03K
$379K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-117- 7.0% |
N/A
|
1.56K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-121- 6.18% |
N/A
|
1.84K
$230K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-121- 14.56% |
N/A
|
710
$88.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-122- 2.06% |
N/A
|
5.8K
$726K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-123- 0.17% |
N/A
|
71.5K
$8.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-123- 1.93% |
N/A
|
6.27K
$785K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-124- 0.09% |
N/A
|
140K
$17.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-124- 8.08% |
N/A
|
1.41K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-125- 5.97% |
N/A
|
1.97K
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-126- 5.83% |
N/A
|
2.04K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-126- 0.31% |
N/A
|
40.2K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-127- 1.28% |
N/A
|
9.81K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-128- 2.7% |
N/A
|
4.61K
$577K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-128- 5.23% |
N/A
|
2.32K
$290K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-130- 4.27% |
N/A
|
2.92K
$365K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-131- 3.07% |
N/A
|
4.14K
$518K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-131- 2.73% |
N/A
|
4.67K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-132- 0.4% |
N/A
|
32.6K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-135- 0.43% |
N/A
|
31K
$3.89M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-136- 8.78% |
N/A
|
1.41K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-136- 0.49% |
N/A
|
27.7K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-139- 0.68% |
N/A
|
20.3K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-141- 1.87% |
N/A
|
7.41K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-148- 0.99% |
N/A
|
14.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-148- 0.56% |
N/A
|
26.2K
$3.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-150- 1.46% |
N/A
|
10.1K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-150- 0.26% |
N/A
|
56.8K
$7.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-150- 0.46% |
N/A
|
32.2K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-150- 2.52% |
N/A
|
5.79K
$725K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-152- 1.82% |
N/A
|
8.22K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-152- 7.94% |
N/A
|
1.76K
$221K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-154- 2.52% |
N/A
|
5.96K
$746K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-154- 11.24% |
N/A
|
1.22K
$152K
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-159- 0.52% |
N/A
|
30.3K
$3.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-160- 8.45% |
N/A
|
1.73K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-162- 0.18% |
N/A
|
89.8K
$11.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-165- 10.83% |
N/A
|
1.36K
$170K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-165- 7.29% |
N/A
|
2.1K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-173- 1.15% |
N/A
|
14.9K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-176- 9.88% |
N/A
|
1.61K
$201K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-177- 1.28% |
N/A
|
13.7K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-187- 8.83% |
N/A
|
1.93K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-187- 0.23% |
N/A
|
81.6K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-188- 13.58% |
N/A
|
1.2K
$150K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-190- 1.74% |
N/A
|
10.7K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-190- 1.91% |
N/A
|
9.75K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-195- 4.24% |
N/A
|
4.4K
$551K
|