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 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.8KNew |
N/A
|
3.8K
$476K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.8KNew |
N/A
|
3.8K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.79K+ 4.51% |
N/A
|
87.7K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.75K+ 7.21% |
N/A
|
55.8K
$6.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
3.67KNew |
N/A
|
3.67K
$460K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.52KNew |
N/A
|
3.52K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
3.51KNew |
N/A
|
3.51K
$440K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.51K+ 542.57% |
N/A
|
4.15K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.48KNew |
N/A
|
3.48K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.48K+ 0.68% |
N/A
|
516K
$64.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
3.47KNew |
N/A
|
3.47K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.45K+ 2.54% |
N/A
|
139K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.43K+ 208.97% |
N/A
|
5.06K
$634K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.41KNew |
N/A
|
3.41K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3.41KNew |
N/A
|
3.41K
$427K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
3.4K+ 4.68% |
N/A
|
75.9K
$9.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.37KNew |
N/A
|
3.37K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
3.33KNew |
N/A
|
3.33K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.32K+ 33.95% |
N/A
|
13.1K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
3.25KNew |
N/A
|
3.25K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.22K+ 24.6% |
N/A
|
16.3K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.21K+ 3.76% |
N/A
|
88.6K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.18K+ 125.45% |
N/A
|
5.71K
$715K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.15KNew |
N/A
|
3.15K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
3.11KNew |
N/A
|
3.11K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
3.1K+ 1.75% |
N/A
|
180K
$22.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.1KNew |
N/A
|
3.1K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.09K+ 5.0% |
N/A
|
65K
$8.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.05K+ 100.1% |
N/A
|
6.09K
$762K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3K+ 20.62% |
N/A
|
17.5K
$2.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.99K+ 50.63% |
N/A
|
8.91K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.99KNew |
N/A
|
2.99K
$375K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
2.95K+ 2.95% |
N/A
|
103K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.87K+ 19.9% |
N/A
|
17.3K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.86KNew |
N/A
|
2.86K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.77KNew |
N/A
|
2.77K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
2.76KNew |
N/A
|
2.76K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.74KNew |
N/A
|
2.74K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
2.72KNew |
N/A
|
2.72K
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.71K+ 42.49% |
N/A
|
9.08K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.66KNew |
N/A
|
2.66K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.61K+ 16.89% |
N/A
|
18K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.59K+ 0.51% |
N/A
|
513K
$64.3M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.58K+ 69.78% |
N/A
|
6.29K
$787K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.56KNew |
N/A
|
2.56K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
2.51KNew |
N/A
|
2.51K
$314K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.49K+ 40.85% |
N/A
|
8.58K
$1.07M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.48KNew |
N/A
|
2.48K
$310K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
2.46KNew |
N/A
|
2.46K
$308K
|