Purchases and Sales Made in Q1 2025 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
348+ 15.51% |
N/A
|
2.59K
$324K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
345+ 273.81% |
N/A
|
471
$59K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
345+ 2.29% |
N/A
|
15.4K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
345+ 19.95% |
N/A
|
2.07K
$260K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
343+ 4.26% |
N/A
|
8.4K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
340+ 0.06% |
N/A
|
553K
$69.3M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
340New |
N/A
|
340
$42.6K
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
335+ 0.27% |
N/A
|
125K
$15.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
320+ 0.81% |
N/A
|
39.8K
$4.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
318+ 83.91% |
N/A
|
697
$87.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
310+ 9.54% |
N/A
|
3.56K
$446K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
306+ 4.65% |
N/A
|
6.89K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
304+ 3.85% |
N/A
|
8.21K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
303+ 12.74% |
N/A
|
2.68K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
303+ 8.69% |
N/A
|
3.79K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
300New |
N/A
|
300
$37.6K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
299+ 0.99% |
N/A
|
30.6K
$3.84M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
297+ 22.02% |
N/A
|
1.65K
$206K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
294+ 22.22% |
N/A
|
1.62K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
289+ 1.97% |
N/A
|
14.9K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
288+ 1.41% |
N/A
|
20.7K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
287+ 1.07% |
N/A
|
27.1K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
283+ 6.81% |
N/A
|
4.44K
$556K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
281+ 11.8% |
N/A
|
2.66K
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
279+ 192.41% |
N/A
|
424
$53.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
278+ 926.67% |
N/A
|
308
$38.6K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
273+ 2.46% |
N/A
|
11.4K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
266+ 12.77% |
N/A
|
2.35K
$294K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
262+ 2.9% |
N/A
|
9.28K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
259+ 10.42% |
N/A
|
2.75K
$344K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
255+ 9.07% |
N/A
|
3.07K
$384K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
255+ 8.08% |
N/A
|
3.41K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
251+ 23.61% |
N/A
|
1.31K
$165K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
250+ 39.12% |
N/A
|
889
$111K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
249+ 6.12% |
N/A
|
4.32K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
244+ 10.81% |
N/A
|
2.5K
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
243+ 7.63% |
N/A
|
3.43K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
241+ 2.65% |
N/A
|
9.34K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
241+ 1.86% |
N/A
|
13.2K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
237+ 11.85% |
N/A
|
2.24K
$280K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
231+ 4.25% |
N/A
|
5.66K
$709K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
230+ 3.0% |
N/A
|
7.89K
$988K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
229New |
N/A
|
229
$28.7K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
225+ 0.54% |
N/A
|
42.1K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
224New |
N/A
|
224
$28K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
219+ 8.48% |
N/A
|
2.8K
$351K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
218+ 11.89% |
N/A
|
2.05K
$257K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
217+ 9.9% |
N/A
|
2.41K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
214+ 13.7% |
N/A
|
1.78K
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
212+ 46.39% |
N/A
|
669
$83.8K
|