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 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
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-385- 11.74% |
N/A
|
2.9K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-391- 91.78% |
N/A
|
35
$4.38K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-392- 0.8% |
N/A
|
48.5K
$6.08M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-403- 9.52% |
N/A
|
3.83K
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-427- 10.47% |
N/A
|
3.65K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-429- 5.89% |
N/A
|
6.85K
$858K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-442- 53.13% |
N/A
|
390
$48.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-458- 3.56% |
N/A
|
12.4K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-463- 5.24% |
N/A
|
8.37K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-464- 2.6% |
N/A
|
17.4K
$2.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-466- 1.54% |
N/A
|
29.8K
$3.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-466- 17.2% |
N/A
|
2.24K
$281K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-474- 8.87% |
N/A
|
4.87K
$610K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-480- 1.7% |
N/A
|
27.8K
$3.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-486- 11.0% |
N/A
|
3.93K
$492K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooktree Capital Management
|
SELL
|
- |
-492- 1.0% |
N/A
|
48.8K
$6.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-494- 18.8% |
N/A
|
2.13K
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-497- 6.01% |
N/A
|
7.77K
$973K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-500- 46.9% |
N/A
|
566
$70.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-500- 16.23% |
N/A
|
2.58K
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-509- 3.81% |
N/A
|
12.9K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-510- 82.26% |
N/A
|
110
$13.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-511- 1.04% |
N/A
|
48.8K
$6.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-521- 8.35% |
N/A
|
5.72K
$716K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-526- 5.98% |
N/A
|
8.27K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-526- 2.36% |
N/A
|
21.8K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-531- 1.3% |
N/A
|
40.4K
$5.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-533- 2.88% |
N/A
|
17.9K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-541- 2.05% |
N/A
|
25.8K
$3.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-542- 2.75% |
N/A
|
19.2K
$2.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-545- 1.36% |
N/A
|
39.6K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-545- 65.19% |
N/A
|
291
$36.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-546- 4.55% |
N/A
|
11.5K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-551- 24.42% |
N/A
|
1.71K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-558- 4.32% |
N/A
|
12.4K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-560- 26.23% |
N/A
|
1.58K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-563- 11.92% |
N/A
|
4.16K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-567- 2.88% |
N/A
|
19.1K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-577- 6.07% |
N/A
|
8.93K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-581- 4.29% |
N/A
|
13K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-585- 2.62% |
N/A
|
21.8K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-594- 4.72% |
N/A
|
12K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-616- 1.02% |
N/A
|
59.7K
$7.47M
|