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 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-773- 42.1% |
N/A
|
1.06K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-774- 0.67% |
N/A
|
114K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-784- 11.22% |
N/A
|
6.21K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-785- 1.69% |
N/A
|
45.7K
$5.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-788- 8.77% |
N/A
|
8.19K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-794- 0.93% |
N/A
|
84.6K
$10.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-796- 5.89% |
N/A
|
12.7K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-815- 0.81% |
N/A
|
99.3K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-825- 2.58% |
N/A
|
31.1K
$3.89M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-826- 0.69% |
N/A
|
119K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-830- 1.77% |
N/A
|
46K
$5.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-839- 15.62% |
N/A
|
4.53K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-841- 7.77% |
N/A
|
9.99K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-843- 11.25% |
N/A
|
6.65K
$833K
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-843- 3.0% |
N/A
|
27.3K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-846- 2.39% |
N/A
|
34.6K
$4.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-848- 0.71% |
N/A
|
118K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-856- 8.07% |
N/A
|
9.75K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-859- 28.68% |
N/A
|
2.14K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-864- 1.96% |
N/A
|
43.2K
$5.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-866- 3.73% |
N/A
|
22.4K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-868- 2.63% |
N/A
|
32.1K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-873- 0.77% |
N/A
|
112K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-875- 7.09% |
N/A
|
11.5K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-877- 2.17% |
N/A
|
39.5K
$4.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-893- 0.64% |
N/A
|
139K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-932- 21.18% |
N/A
|
3.47K
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-987- 1.67% |
N/A
|
58.2K
$7.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-996- 1.84% |
N/A
|
53.2K
$6.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-999- 4.32% |
N/A
|
22.2K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.01K- 2.1% |
N/A
|
47.1K
$5.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 4.33% |
N/A
|
22.4K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.02K- 37.2% |
N/A
|
1.72K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.03K- 2.85% |
N/A
|
35.1K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.05K- 9.06% |
N/A
|
10.6K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.06K- 4.11% |
N/A
|
24.6K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.06K- 42.66% |
N/A
|
1.42K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 18.67% |
N/A
|
4.61K
$577K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.06K- 12.39% |
N/A
|
7.52K
$942K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.08K- 1.6% |
N/A
|
66K
$8.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-1.09K- 2.35% |
N/A
|
45.1K
$5.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.1K- 2.74% |
N/A
|
39.1K
$4.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.13K- 21.75% |
N/A
|
4.07K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.15K- 3.17% |
N/A
|
35.2K
$4.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.17K- 0.78% |
N/A
|
148K
$18.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-1.17K- 26.92% |
N/A
|
3.16K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.17K- 1.83% |
N/A
|
62.5K
$7.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.17K- 2.25% |
N/A
|
50.9K
$6.37M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-1.18K- 4.22% |
N/A
|
26.7K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-1.18K- 1.23% |
N/A
|
94.8K
$11.9M
|