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 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-38- 2.68% |
N/A
|
1.38K
$173K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-25- 0.87% |
N/A
|
2.86K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-23- 18.7% |
N/A
|
100
$12.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-18- 2.85% |
N/A
|
613
$76.7K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-12- 1.06% |
N/A
|
1.12K
$141K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-11- 0.41% |
N/A
|
2.69K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-10- 22.73% |
N/A
|
34
$4.26K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8- 6.3% |
N/A
|
119
$14.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-6- 1.55% |
N/A
|
381
$47.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4- 0.18% |
N/A
|
2.18K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-1- 0.78% |
N/A
|
128
$16K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-139K- 32.19% |
N/A
|
292K
$36.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-35.6K- 1.65% |
N/A
|
2.12M
$266M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-35.2K- 4.89% |
N/A
|
686K
$85.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-14.6K- 49.49% |
N/A
|
14.9K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Harber Asset Management LLC
New York, NY |
SELL
|
- |
-9.58K- 26.96% |
N/A
|
25.9K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
PUT |
-9.24K- 56.37% |
N/A
|
7.15K
$895K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-8.36K- 37.39% |
N/A
|
14K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-5.5K- 35.36% |
N/A
|
10.1K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-4.78K- 27.83% |
N/A
|
12.4K
$1.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-4.67K- 75.21% |
N/A
|
1.54K
$193K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.03K- 2.74% |
N/A
|
71.9K
$9.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.73K- 21.68% |
N/A
|
6.25K
$783K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.6K- 33.33% |
N/A
|
3.2K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.51K- 89.21% |
N/A
|
182
$22.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.05K- 10.44% |
N/A
|
9.03K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-805- 84.92% |
N/A
|
143
$17.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-715- 3.57% |
N/A
|
19.3K
$2.42M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-640- 1.18% |
N/A
|
53.6K
$6.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-555- 2.38% |
N/A
|
22.8K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-477- 18.57% |
N/A
|
2.09K
$262K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-331- 18.98% |
N/A
|
1.41K
$177K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-275- 96.49% |
N/A
|
10
$1.25K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-259- 15.04% |
N/A
|
1.46K
$183K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-233- 14.45% |
N/A
|
1.38K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-230- 4.88% |
N/A
|
4.49K
$562K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-229- 16.64% |
N/A
|
1.15K
$144K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-200- 10.53% |
N/A
|
1.7K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-114- 3.63% |
N/A
|
3.03K
$379K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-102- 7.16% |
N/A
|
1.32K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-89- 8.85% |
N/A
|
917
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-75- 46.01% |
N/A
|
88
$11K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-63- 1.08% |
N/A
|
5.76K
$721K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-55- 70.51% |
N/A
|
23
$2.88K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-25- 1.45% |
N/A
|
1.7K
$213K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-21- 1.07% |
N/A
|
1.94K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-17- 1.22% |
N/A
|
1.38K
$173K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-14- 0.81% |
N/A
|
1.71K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
N/A
|
1.67K
$209K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jeffrey Ubben
Value Act Holdings, L.P. | San Francisco, Ca
|
SELL
|
- |
-2.55M- 69.81% |
N/A
|
1.1M
$138M
|
|