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 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.07% |
N/A
|
10.7K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
8+ 0.81% |
N/A
|
992
$124K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8+ 0.5% |
N/A
|
1.6K
$200K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8+ 0.29% |
N/A
|
2.73K
$342K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
8New |
N/A
|
8
$1K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
7+ 0.12% |
N/A
|
6K
$751K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
7+ 0.2% |
N/A
|
3.58K
$449K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
N/A
|
7
$876
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
6+ 0.25% |
N/A
|
2.42K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6New |
N/A
|
6
$751
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
N/A
|
6
$751
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
6+ 7.14% |
N/A
|
90
$11.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
N/A
|
5
$626
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 4.76% |
N/A
|
110
$13.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.36% |
N/A
|
1.4K
$175K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 17.24% |
N/A
|
34
$4.26K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
5New |
N/A
|
5
$626
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
N/A
|
5
$626
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
N/A
|
5
$626
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4+ 0.23% |
N/A
|
1.72K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.37% |
N/A
|
1.09K
$136K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 23.53% |
N/A
|
21
$2.63K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
N/A
|
4
$501
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.48% |
N/A
|
626
$78.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3New |
N/A
|
3
$376
|
|
|
Apr 22, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
3+ 0.0% |
N/A
|
276K
$34.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3New |
N/A
|
3
$376
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
3+ 0.23% |
N/A
|
1.31K
$164K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.21% |
N/A
|
1.43K
$179K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
3+ 150.0% |
N/A
|
5
$626
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 1.06% |
N/A
|
286
$35.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
N/A
|
1.36K
$170K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.11% |
N/A
|
1.85K
$232K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
2+ 5.0% |
N/A
|
42
$5.26K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 6.67% |
N/A
|
16
$2K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
N/A
|
1
$125
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.02% |
N/A
|
4.04K
$505K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1+ 0.07% |
N/A
|
1.53K
$191K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.7K
$589K
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.03% |
N/A
|
3.86K
$484K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1- 0.08% |
N/A
|
1.25K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 2.33% |
N/A
|
42
$5.26K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1- 14.29% |
N/A
|
6
$751
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.97% |
N/A
|
102
$12.8K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
N/A
|
7.63K
$956K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
N/A
|
2.57K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 4.88% |
N/A
|
39
$4.88K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-2- 0.11% |
N/A
|
1.84K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3- 3.19% |
N/A
|
91
$11.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3- 0.05% |
N/A
|
6.09K
$762K
|