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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-90- 2.47% |
N/A
|
3.55K
$444K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-88- 4.05% |
N/A
|
2.09K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-87- 0.19% |
N/A
|
45K
$5.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-87- 6.41% |
N/A
|
1.27K
$159K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-85- 3.77% |
N/A
|
2.17K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-84- 0.79% |
N/A
|
10.5K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-82- 5.24% |
N/A
|
1.48K
$186K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-81- 6.61% |
N/A
|
1.14K
$143K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-79- 5.03% |
N/A
|
1.49K
$187K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-78- 1.06% |
N/A
|
7.31K
$916K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-75- 0.68% |
N/A
|
11K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-73- 0.11% |
N/A
|
65.9K
$8.25M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-73- 2.68% |
N/A
|
2.65K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-73- 0.89% |
N/A
|
8.09K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-70- 1.21% |
N/A
|
5.7K
$713K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-70- 2.85% |
N/A
|
2.39K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-69- 3.2% |
N/A
|
2.09K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-68- 0.98% |
N/A
|
6.86K
$859K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-67- 1.38% |
N/A
|
4.78K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-66- 3.34% |
N/A
|
1.91K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-66- 2.09% |
N/A
|
3.1K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-66- 1.43% |
N/A
|
4.55K
$569K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-66- 11.66% |
N/A
|
500
$62.6K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-64- 5.42% |
N/A
|
1.12K
$140K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-63- 6.87% |
N/A
|
854
$107K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-61- 0.1% |
N/A
|
58.3K
$7.29M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-60- 2.59% |
N/A
|
2.26K
$283K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-60- 10.81% |
N/A
|
495
$62K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-60- 1.58% |
N/A
|
3.74K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-59- 0.5% |
N/A
|
11.7K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-59- 1.52% |
N/A
|
3.82K
$479K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-59- 4.07% |
N/A
|
1.39K
$174K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-59- 4.92% |
N/A
|
1.14K
$143K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-57- 1.43% |
N/A
|
3.93K
$492K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-55- 0.79% |
N/A
|
6.9K
$863K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-54- 1.17% |
N/A
|
4.56K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-52- 1.16% |
N/A
|
4.44K
$556K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-50- 2.88% |
N/A
|
1.69K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-50- 0.56% |
N/A
|
8.91K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-50- 5.0% |
N/A
|
950
$119K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-50- 2.94% |
N/A
|
1.65K
$207K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-49- 0.14% |
N/A
|
34.6K
$4.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-49- 3.49% |
N/A
|
1.36K
$170K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-45- 2.1% |
N/A
|
2.1K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-45- 0.6% |
N/A
|
7.51K
$940K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-45- 2.11% |
N/A
|
2.09K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-45- 6.17% |
N/A
|
684
$85.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.13% |
N/A
|
3.87K
$484K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-42- 3.71% |
N/A
|
1.09K
$136K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-41- 1.42% |
N/A
|
2.85K
$356K
|