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 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
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-900- 0.95% |
N/A
|
94K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-932- 21.18% |
N/A
|
3.47K
$434K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-977- 13.19% |
N/A
|
6.43K
$805K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-987- 1.67% |
N/A
|
58.2K
$7.29M
|