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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-96- 0.36% |
N/A
|
26.6K
$3.34M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-96- 5.44% |
N/A
|
1.67K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-96- 4.4% |
N/A
|
2.09K
$261K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-97- 1.69% |
N/A
|
5.65K
$708K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-97- 4.68% |
N/A
|
1.98K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-100- 8.75% |
N/A
|
1.04K
$131K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.06% |
N/A
|
154K
$19.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-101- 7.39% |
N/A
|
1.27K
$158K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-102- 8.67% |
N/A
|
1.07K
$134K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-103- 3.01% |
N/A
|
3.32K
$416K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-103- 6.19% |
N/A
|
1.56K
$196K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-104- 36.75% |
N/A
|
179
$22.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-106- 3.61% |
N/A
|
2.83K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-106- 2.31% |
N/A
|
4.49K
$562K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-108- 2.49% |
N/A
|
4.23K
$529K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-109- 0.63% |
N/A
|
17.2K
$2.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-110- 1.36% |
N/A
|
8K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-111- 26.88% |
N/A
|
302
$37.8K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-111- 0.25% |
N/A
|
44.1K
$5.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-112- 6.95% |
N/A
|
1.5K
$188K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-112- 1.64% |
N/A
|
6.72K
$841K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-113- 8.48% |
N/A
|
1.22K
$153K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-115- 6.9% |
N/A
|
1.55K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-115- 35.49% |
N/A
|
209
$26.2K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-115- 3.93% |
N/A
|
2.81K
$352K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-120- 10.34% |
N/A
|
1.04K
$130K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-121- 5.83% |
N/A
|
1.96K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-123- 0.18% |
N/A
|
69.7K
$8.72M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-123- 2.22% |
N/A
|
5.42K
$679K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-124- 5.2% |
N/A
|
2.26K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-124- 1.84% |
N/A
|
6.61K
$827K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-125- 8.39% |
N/A
|
1.36K
$171K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-126- 1.51% |
N/A
|
8.23K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-128- 5.98% |
N/A
|
2.01K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-130- 0.42% |
N/A
|
31K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-132- 2.43% |
N/A
|
5.29K
$663K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-135- 4.4% |
N/A
|
2.93K
$367K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-139- 7.94% |
N/A
|
1.61K
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-139- 1.7% |
N/A
|
8.03K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-139- 1.49% |
N/A
|
9.18K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-142- 9.09% |
N/A
|
1.42K
$178K
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-142- 4.24% |
N/A
|
3.21K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-145- 0.11% |
N/A
|
136K
$17M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-146- 9.57% |
N/A
|
1.38K
$173K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-146- 7.16% |
N/A
|
1.89K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-148- 9.0% |
N/A
|
1.5K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-150- 7.89% |
N/A
|
1.75K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-150- 5.02% |
N/A
|
2.84K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-151- 2.57% |
N/A
|
5.72K
$716K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-155- 1.35% |
N/A
|
11.3K
$1.42M
|