Latest Institutional Sells of Fiserv Inc (FISV)
This list provides information on the latest institutional transactions involving Fiserv Inc (FISV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-464- 2.6% |
N/A
|
17.4K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-463- 5.24% |
N/A
|
8.37K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-458- 3.56% |
N/A
|
12.4K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-447- 1.32% |
N/A
|
33.5K
$4.2M
|
|
|
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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-437- 1.39% |
N/A
|
31K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-429- 12.55% |
N/A
|
2.99K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-429- 5.89% |
N/A
|
6.85K
$858K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-427- 10.47% |
N/A
|
3.65K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-409- 7.45% |
N/A
|
5.08K
$636K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-403- 9.52% |
N/A
|
3.83K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-397- 1.76% |
N/A
|
22.1K
$2.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-396- 2.2% |
N/A
|
17.6K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-394- 14.53% |
N/A
|
2.32K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-392- 0.8% |
N/A
|
48.5K
$6.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-391- 91.78% |
N/A
|
35
$4.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
PUT |
-389- 56.46% |
N/A
|
300
$37.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-385- 5.27% |
N/A
|
6.93K
$867K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-385- 11.74% |
N/A
|
2.9K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-382- 10.03% |
N/A
|
3.43K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-381- 0.44% |
N/A
|
85.3K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-380- 5.31% |
N/A
|
6.77K
$848K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-378- 6.43% |
N/A
|
5.5K
$688K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-373- 1.07% |
N/A
|
34.4K
$4.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-372- 14.02% |
N/A
|
2.28K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-369- 3.95% |
N/A
|
8.97K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-367- 14.45% |
N/A
|
2.17K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-366- 2.67% |
N/A
|
13.3K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-353- 14.06% |
N/A
|
2.16K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-345- 2.55% |
N/A
|
13.2K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-344- 0.25% |
N/A
|
136K
$17M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-342- 1.26% |
N/A
|
26.7K
$3.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-340- 1.22% |
N/A
|
27.6K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-333- 17.81% |
N/A
|
1.54K
$192K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-332- 0.47% |
N/A
|
69.8K
$8.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-331- 1.41% |
N/A
|
23.2K
$2.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-327- 4.69% |
N/A
|
6.64K
$832K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-325- 23.03% |
N/A
|
1.09K
$136K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-325- 0.44% |
N/A
|
73.9K
$9.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-323- 0.05% |
N/A
|
660K
$82.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-323- 8.32% |
N/A
|
3.56K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-322- 3.34% |
N/A
|
9.32K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-319- 16.52% |
N/A
|
1.61K
$202K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-318- 4.23% |
N/A
|
7.21K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-311- 2.1% |
N/A
|
14.5K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-306- 3.36% |
N/A
|
8.79K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-305- 11.15% |
N/A
|
2.43K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-304- 0.66% |
N/A
|
45.5K
$5.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-300- 2.17% |
N/A
|
13.5K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-300- 2.26% |
N/A
|
13K
$1.63M
|