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 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.19K- 13.95% |
N/A
|
7.33K
$918K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-1.21K- 16.43% |
N/A
|
6.17K
$773K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.22K- 41.3% |
N/A
|
1.73K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.25K- 41.56% |
N/A
|
1.76K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.25K- 1.52% |
N/A
|
81.3K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.26K- 5.59% |
N/A
|
21.2K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.3K- 59.62% |
N/A
|
877
$110K
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.42K- 3.76% |
N/A
|
36.3K
$4.55M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.42K- 10.95% |
N/A
|
11.6K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.44K- 35.92% |
N/A
|
2.57K
$321K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.44K- 0.35% |
N/A
|
406K
$50.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.44K- 2.24% |
N/A
|
62.8K
$7.87M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.45K- 6.79% |
N/A
|
19.9K
$2.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.47K- 10.26% |
N/A
|
12.8K
$1.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.47K- 10.12% |
N/A
|
13.1K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-1.5K- 0.9% |
N/A
|
165K
$20.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.5K- 53.25% |
N/A
|
1.32K
$165K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.52K- 18.55% |
N/A
|
6.67K
$835K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.53K- 10.96% |
N/A
|
12.4K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.55K- 1.56% |
N/A
|
97.7K
$12.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 1.33% |
N/A
|
116K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.56K- 55.71% |
N/A
|
1.24K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.56K- 2.57% |
N/A
|
59.2K
$7.41M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.59K- 1.32% |
N/A
|
118K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 15.53% |
N/A
|
8.72K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.66K- 4.1% |
N/A
|
38.7K
$4.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.67K- 6.65% |
N/A
|
23.5K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.71K- 1.93% |
N/A
|
86.9K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.71K- 17.57% |
N/A
|
8.04K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.72K- 5.03% |
N/A
|
32.4K
$4.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-1.72K- 1.45% |
N/A
|
117K
$14.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.72K- 10.38% |
N/A
|
14.9K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.79K- 2.48% |
N/A
|
70.3K
$8.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-1.8K- 1.17% |
N/A
|
152K
$19M
|
|
|
May 13, 2025
Q1 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.8K- 6.05% |
N/A
|
27.9K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-1.8K- 60.16% |
N/A
|
1.19K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.83K- 8.19% |
N/A
|
20.5K
$2.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.84K- 3.62% |
N/A
|
49K
$6.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.86K- 3.12% |
N/A
|
57.8K
$7.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.9K- 2.53% |
N/A
|
73.4K
$9.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.95K- 2.6% |
N/A
|
72.9K
$9.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.95K- 95.64% |
N/A
|
89
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.97K- 10.01% |
N/A
|
17.7K
$2.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.99K- 3.89% |
N/A
|
49.1K
$6.15M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.99K- 2.92% |
N/A
|
66.2K
$8.28M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2K- 37.63% |
N/A
|
3.31K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 39.87% |
N/A
|
3.05K
$381K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.02K- 4.44% |
N/A
|
43.5K
$5.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.07K- 2.43% |
N/A
|
83.2K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-2.1K- 16.28% |
N/A
|
10.8K
$1.35M
|