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 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
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-407- 6.08% |
N/A
|
6.29K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-409- 7.45% |
N/A
|
5.08K
$636K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-409- 4.33% |
N/A
|
9.03K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-427- 10.47% |
N/A
|
3.65K
$457K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-427- 7.74% |
N/A
|
5.09K
$637K
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-429- 5.89% |
N/A
|
6.85K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-429- 12.55% |
N/A
|
2.99K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-437- 1.39% |
N/A
|
31K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-442- 53.13% |
N/A
|
390
$48.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-447- 1.32% |
N/A
|
33.5K
$4.2M
|
|
|
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
|
|
|
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
|