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 16, 2025
Q1 2025
|
Albert D Mason Inc
|
SELL
|
- |
-554- 3.42% |
N/A
|
15.6K
$1.96M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-570- 1.71% |
N/A
|
32.8K
$4.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-572- 18.08% |
N/A
|
2.59K
$324K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-572- 0.01% |
N/A
|
4.62M
$578M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-573- 1.66% |
N/A
|
33.9K
$4.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-575- 0.67% |
N/A
|
85.8K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-578- 6.49% |
N/A
|
8.33K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-587- 13.27% |
N/A
|
3.84K
$481K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-588- 3.01% |
N/A
|
19K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-595- 1.66% |
N/A
|
35.2K
$4.41M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-597- 2.74% |
N/A
|
21.2K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-613- 17.23% |
N/A
|
2.95K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-621- 29.1% |
N/A
|
1.51K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-621- 0.1% |
N/A
|
630K
$78.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-631- 12.4% |
N/A
|
4.46K
$558K
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-635- 8.59% |
N/A
|
6.75K
$846K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-662- 8.52% |
N/A
|
7.11K
$890K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-668- 7.6% |
N/A
|
8.12K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-669- 2.25% |
N/A
|
29.1K
$3.65M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-674- 26.11% |
N/A
|
1.91K
$239K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-678- 4.91% |
N/A
|
13.1K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-681- 2.5% |
N/A
|
26.6K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-682- 12.51% |
N/A
|
4.77K
$597K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-690- 16.74% |
N/A
|
3.43K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-690- 0.64% |
N/A
|
106K
$13.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-697- 27.18% |
N/A
|
1.87K
$234K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-699- 2.23% |
N/A
|
30.7K
$3.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-711- 96.87% |
N/A
|
23
$2.88K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-718- 8.95% |
N/A
|
7.3K
$914K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-725- 4.21% |
N/A
|
16.5K
$2.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-737- 1.0% |
N/A
|
73.2K
$9.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-743- 14.13% |
N/A
|
4.51K
$565K
|
|
|
May 06, 2025
Q1 2025
|
Palmer Knight CO
|
SELL
|
- |
-754- 1.55% |
N/A
|
47.7K
$5.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-757- 2.86% |
N/A
|
25.7K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-757- 3.01% |
N/A
|
24.4K
$3.05M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-766- 34.52% |
N/A
|
1.45K
$182K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-768- 10.46% |
N/A
|
6.57K
$823K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-769- 19.33% |
N/A
|
3.21K
$402K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-779- 8.69% |
N/A
|
8.19K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-780- 12.26% |
N/A
|
5.58K
$699K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-788- 5.13% |
N/A
|
14.6K
$1.83M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-800- 21.05% |
N/A
|
3K
$376K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.92% |
N/A
|
26.6K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-818- 23.5% |
N/A
|
2.66K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-823- 11.11% |
N/A
|
6.59K
$825K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-854- 14.09% |
N/A
|
5.21K
$652K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-861- 48.13% |
N/A
|
928
$116K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-865- 4.97% |
N/A
|
16.5K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-870- 8.94% |
N/A
|
8.86K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-876- 1.44% |
N/A
|
60K
$7.51M
|