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 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
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-580- 2.46% |
N/A
|
23K
$2.88M
|
|
|
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
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-620- 5.89% |
N/A
|
9.91K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-632- 2.3% |
N/A
|
26.8K
$3.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-637- 10.81% |
N/A
|
5.26K
$658K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-658- 7.45% |
N/A
|
8.17K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-660- 1.38% |
N/A
|
47.2K
$5.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-672- 0.29% |
N/A
|
227K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-680- 16.42% |
N/A
|
3.46K
$433K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-684- 0.79% |
N/A
|
86.4K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-690- 0.58% |
N/A
|
118K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-693- 22.68% |
N/A
|
2.36K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-693- 1.64% |
N/A
|
41.4K
$5.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-700- 3.33% |
N/A
|
20.3K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-703- 13.13% |
N/A
|
4.65K
$583K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-708- 9.18% |
N/A
|
7.01K
$877K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-712- 26.91% |
N/A
|
1.93K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-722- 1.98% |
N/A
|
35.8K
$4.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-736- 32.97% |
N/A
|
1.5K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-754- 0.42% |
N/A
|
180K
$22.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-761- 3.44% |
N/A
|
21.4K
$2.68M
|