Purchases and Sales Made in Q4 2024 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-200- 0.71% |
N/A
|
28K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-203- 1.79% |
N/A
|
11.1K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-208- 3.96% |
N/A
|
5.05K
$632K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-222- 23.77% |
N/A
|
712
$89.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-224- 10.64% |
N/A
|
1.88K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-224- 10.88% |
N/A
|
1.83K
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-225- 1.59% |
N/A
|
13.9K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-238- 2.83% |
N/A
|
8.16K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-242- 5.84% |
N/A
|
3.91K
$489K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-244- 17.97% |
N/A
|
1.11K
$139K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-246- 5.63% |
N/A
|
4.12K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-251- 8.19% |
N/A
|
2.81K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-253- 2.96% |
N/A
|
8.28K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-255- 2.49% |
N/A
|
9.98K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-262- 54.24% |
N/A
|
221
$27.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-268- 1.3% |
N/A
|
20.4K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-270- 7.61% |
N/A
|
3.28K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-272- 0.76% |
N/A
|
35.7K
$4.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-281- 4.32% |
N/A
|
6.23K
$780K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-300- 1.07% |
N/A
|
27.8K
$3.48M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-305- 11.15% |
N/A
|
2.43K
$304K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-318- 4.23% |
N/A
|
7.21K
$902K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-319- 16.52% |
N/A
|
1.61K
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-323- 8.32% |
N/A
|
3.56K
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-323- 0.05% |
N/A
|
660K
$82.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-325- 0.44% |
N/A
|
73.9K
$9.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-327- 4.69% |
N/A
|
6.64K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-331- 1.41% |
N/A
|
23.2K
$2.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-332- 0.47% |
N/A
|
69.8K
$8.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-340- 1.22% |
N/A
|
27.6K
$3.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-342- 1.26% |
N/A
|
26.7K
$3.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-353- 14.06% |
N/A
|
2.16K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-366- 2.67% |
N/A
|
13.3K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-367- 14.45% |
N/A
|
2.17K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-369- 3.95% |
N/A
|
8.97K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-372- 14.02% |
N/A
|
2.28K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-378- 6.43% |
N/A
|
5.5K
$688K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-380- 5.31% |
N/A
|
6.77K
$848K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-381- 0.44% |
N/A
|
85.3K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-382- 10.03% |
N/A
|
3.43K
$429K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-391- 91.78% |
N/A
|
35
$4.38K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-394- 14.53% |
N/A
|
2.32K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-396- 2.2% |
N/A
|
17.6K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-397- 1.76% |
N/A
|
22.1K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-427- 10.47% |
N/A
|
3.65K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-458- 3.56% |
N/A
|
12.4K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-466- 17.2% |
N/A
|
2.24K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-466- 1.54% |
N/A
|
29.8K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-467- 28.0% |
N/A
|
1.2K
$150K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-472- 28.64% |
N/A
|
1.18K
$147K
|