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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.13K- 6.36% |
N/A
|
46.1K
$5.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.19K- 34.44% |
N/A
|
6.06K
$759K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.25K- 44.99% |
N/A
|
3.98K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-3.3K- 52.38% |
N/A
|
3K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.31K- 6.17% |
N/A
|
50.3K
$6.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.31K- 11.12% |
N/A
|
26.5K
$3.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.35K- 6.74% |
N/A
|
46.4K
$5.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-3.48K- 9.34% |
N/A
|
33.8K
$4.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-3.5K- 2.66% |
N/A
|
128K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3.55K- 2.95% |
N/A
|
117K
$14.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.68K- 4.57% |
N/A
|
76.9K
$9.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.85K- 37.3% |
N/A
|
6.47K
$810K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.89K- 12.04% |
N/A
|
28.4K
$3.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-3.91K- 1.16% |
N/A
|
333K
$41.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-3.99K- 1.92% |
N/A
|
204K
$25.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-4.02K- 1.55% |
N/A
|
255K
$32M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-4.05K- 15.26% |
N/A
|
22.5K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-4.15K- 43.25% |
N/A
|
5.44K
$681K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-4.36K- 3.48% |
N/A
|
121K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.51K- 37.82% |
N/A
|
7.41K
$927K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.71K- 13.09% |
N/A
|
31.3K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-4.82K- 5.4% |
N/A
|
84.4K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.96K- 1.97% |
N/A
|
247K
$30.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5K- 3.6% |
N/A
|
134K
$16.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-5.2K- 26.13% |
N/A
|
14.7K
$1.84M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-5.21K- 9.33% |
N/A
|
50.7K
$6.34M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.31K- 31.06% |
N/A
|
11.8K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.57K- 38.19% |
N/A
|
9.02K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-5.62K- 23.91% |
N/A
|
17.9K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.92K- 0.89% |
N/A
|
656K
$82.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-6.01K- 20.66% |
N/A
|
23.1K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-6.22K- 44.75% |
N/A
|
7.68K
$961K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-6.25K- 2.54% |
N/A
|
240K
$30.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-6.55K- 5.08% |
N/A
|
123K
$15.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-6.57K- 48.53% |
N/A
|
6.97K
$873K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.61K- 1.8% |
N/A
|
359K
$45M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6.65K- 43.06% |
N/A
|
8.8K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-6.68K- 14.43% |
N/A
|
39.6K
$4.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-7.04K- 12.48% |
N/A
|
49.4K
$6.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-7.19K- 66.77% |
N/A
|
3.58K
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-7.52K- 1.63% |
N/A
|
454K
$56.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-7.76K- 7.3% |
N/A
|
98.5K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-7.91K- 73.92% |
N/A
|
2.79K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-7.91K- 46.42% |
N/A
|
9.13K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.97K- 16.09% |
N/A
|
41.5K
$5.2M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-8.37K- 6.29% |
N/A
|
125K
$15.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
SELL
|
- |
-8.4K- 2.36% |
N/A
|
347K
$43.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-8.57K- 7.49% |
N/A
|
106K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8.96K- 17.51% |
N/A
|
42.2K
$5.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-9.01K- 10.09% |
N/A
|
80.3K
$10.1M
|