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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-136- 8.78% |
N/A
|
1.41K
$177K
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-135- 0.43% |
N/A
|
31K
$3.89M
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-132- 0.4% |
N/A
|
32.6K
$4.09M
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-131- 2.73% |
N/A
|
4.67K
$585K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-131- 3.07% |
N/A
|
4.14K
$518K
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-130- 4.27% |
N/A
|
2.92K
$365K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-128- 5.23% |
N/A
|
2.32K
$290K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-128- 2.7% |
N/A
|
4.61K
$577K
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-127- 1.28% |
N/A
|
9.81K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-126- 0.31% |
N/A
|
40.2K
$5.03M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-126- 5.83% |
N/A
|
2.04K
$255K
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-125- 5.97% |
N/A
|
1.97K
$247K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-124- 8.08% |
N/A
|
1.41K
$177K
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-124- 0.09% |
N/A
|
140K
$17.5M
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-123- 1.93% |
N/A
|
6.27K
$785K
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-123- 0.17% |
N/A
|
71.5K
$8.95M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-122- 2.06% |
N/A
|
5.8K
$726K
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-121- 14.56% |
N/A
|
710
$88.9K
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-121- 6.18% |
N/A
|
1.84K
$230K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-117- 7.0% |
N/A
|
1.56K
$195K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-114- 3.63% |
N/A
|
3.03K
$379K
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-106- 2.66% |
N/A
|
3.88K
$486K
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-106- 1.49% |
N/A
|
7.01K
$877K
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-104- 1.5% |
N/A
|
6.84K
$856K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-102- 7.16% |
N/A
|
1.32K
$166K
|
|
Nov 13, 2024
Q3 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-101- 2.18% |
N/A
|
4.54K
$569K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-101- 6.59% |
N/A
|
1.43K
$179K
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-100- 4.29% |
N/A
|
2.23K
$279K
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-100- 0.85% |
N/A
|
11.7K
$1.46M
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-100- 0.07% |
N/A
|
140K
$17.5M
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-99- 2.12% |
N/A
|
4.58K
$573K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-91- 9.29% |
N/A
|
889
$111K
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-89- 8.85% |
N/A
|
917
$115K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-85- 0.66% |
N/A
|
12.9K
$1.61M
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-84- 0.33% |
N/A
|
25.1K
$3.15M
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-83- 3.81% |
N/A
|
2.1K
$263K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-82- 1.3% |
N/A
|
6.24K
$781K
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-82- 3.18% |
N/A
|
2.5K
$312K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-82- 1.37% |
N/A
|
5.89K
$738K
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-77- 3.11% |
N/A
|
2.4K
$300K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-75- 46.01% |
N/A
|
88
$11K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-75- 6.15% |
N/A
|
1.14K
$143K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-75- 1.87% |
N/A
|
3.93K
$492K
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-71- 1.61% |
N/A
|
4.33K
$542K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-70- 3.82% |
N/A
|
1.76K
$221K
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-70- 2.35% |
N/A
|
2.91K
$364K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-70- 1.27% |
N/A
|
5.46K
$683K
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-68- 2.02% |
N/A
|
3.31K
$414K
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-67- 1.65% |
N/A
|
4.01K
$501K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-63- 1.08% |
N/A
|
5.76K
$721K
|