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 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.08K- 1.25% |
N/A
|
85.2K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 39.98% |
N/A
|
1.62K
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.08K- 1.77% |
N/A
|
60.3K
$7.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.1K- 1.15% |
N/A
|
94.9K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.11K- 85.79% |
N/A
|
183
$22.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
SELL
|
- |
-1.12K- 0.53% |
N/A
|
212K
$26.5M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.14K- 3.06% |
N/A
|
36K
$4.5M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.14K- 3.4% |
N/A
|
32.3K
$4.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.15K- 28.22% |
N/A
|
2.93K
$367K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.16K- 0.42% |
N/A
|
276K
$34.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.17K- 27.38% |
N/A
|
3.1K
$388K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.17K- 5.02% |
N/A
|
22.2K
$2.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.19K- 3.16% |
N/A
|
36.4K
$4.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 8.69% |
N/A
|
12.6K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.2K- 3.89% |
N/A
|
29.6K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.21K- 4.2% |
N/A
|
27.7K
$3.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.21K- 11.05% |
N/A
|
9.77K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.23K- 8.05% |
N/A
|
14K
$1.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.24K- 37.6% |
N/A
|
2.06K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.25K- 0.03% |
N/A
|
3.84M
$480M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.25K- 2.45% |
N/A
|
49.8K
$6.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.26K- 0.9% |
N/A
|
139K
$17.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.27K- 0.66% |
N/A
|
191K
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.28K- 68.34% |
N/A
|
591
$74K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.32K- 3.66% |
N/A
|
34.8K
$4.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-1.34K- 7.76% |
N/A
|
15.9K
$1.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.34K- 14.35% |
N/A
|
8.02K
$1M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.35K- 17.12% |
N/A
|
6.54K
$819K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.4K- 1.61% |
N/A
|
85.2K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.4K- 4.4% |
N/A
|
30.4K
$3.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.41K- 1.23% |
N/A
|
113K
$14.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.42K- 0.23% |
N/A
|
628K
$78.6M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.42K- 7.3% |
N/A
|
18K
$2.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.48K- 1.13% |
N/A
|
129K
$16.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.48K- 7.3% |
N/A
|
18.8K
$2.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.48K- 2.15% |
N/A
|
67.4K
$8.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.5K- 11.18% |
N/A
|
11.9K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.5K- 7.98% |
N/A
|
17.3K
$2.17M
|
|
|
Feb 10, 2025
Q3 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.5K- 14.64% |
N/A
|
8.77K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.51K- 89.21% |
N/A
|
182
$22.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 27.07% |
N/A
|
4.08K
$510K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.53K- 7.62% |
N/A
|
18.6K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-1.54K- 3.22% |
N/A
|
46.2K
$5.78M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.54K- 0.71% |
N/A
|
215K
$26.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.54K- 4.18% |
N/A
|
35.4K
$4.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.57K- 3.08% |
N/A
|
49.5K
$6.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.6K- 33.33% |
N/A
|
3.2K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.6K- 5.3% |
N/A
|
28.6K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-1.6K- 0.61% |
N/A
|
261K
$32.7M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.63K- 15.56% |
N/A
|
8.83K
$1.11M
|