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 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.66KNew |
N/A
|
5.66K
$708K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.56K+ 5.12% |
N/A
|
114K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.55K+ 5.35% |
N/A
|
109K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
5.32K+ 7.5% |
N/A
|
76.2K
$9.55M
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
BUY
|
- |
5.26K+ 6.93% |
N/A
|
81.2K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
BUY
|
- |
5.25K+ 2.55% |
N/A
|
211K
$26.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
5.2KNew |
N/A
|
5.2K
$651K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.16K+ 2.0% |
N/A
|
264K
$33M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.13K+ 30.53% |
N/A
|
21.9K
$2.75M
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
5.1K+ 1.52% |
N/A
|
341K
$42.7M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
5.06K+ 84383.33% |
N/A
|
5.07K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
4.99KNew |
N/A
|
4.99K
$625K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.93K+ 3.11% |
N/A
|
164K
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.85K+ 137.87% |
N/A
|
8.37K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
4.81KNew |
N/A
|
4.81K
$602K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.79K+ 1.94% |
N/A
|
252K
$31.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.77K+ 83.44% |
N/A
|
10.5K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.69KNew |
N/A
|
4.69K
$588K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.6K+ 2.86% |
N/A
|
165K
$20.7M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.54KNew |
N/A
|
4.54K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.53K+ 15.55% |
N/A
|
33.6K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.44K+ 2492.13% |
N/A
|
4.61K
$578K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
4.38KNew |
N/A
|
4.38K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.34KNew |
N/A
|
4.34K
$543K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.33KNew |
N/A
|
4.33K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.32K+ 1.0% |
N/A
|
438K
$54.8M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.29K+ 94.6% |
N/A
|
8.82K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
4.24KNew |
N/A
|
4.24K
$531K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
4.15K+ 1727.5% |
N/A
|
4.39K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.07K+ 1.46% |
N/A
|
282K
$35.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.03K+ 60.72% |
N/A
|
10.7K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.01K+ 8.03% |
N/A
|
53.9K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
4K+ 200.0% |
N/A
|
6K
$751K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.93K+ 4.5% |
N/A
|
91.4K
$11.4M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.93K+ 16.89% |
N/A
|
27.2K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
3.92K+ 1.84% |
N/A
|
217K
$27.2M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.91K+ 88.54% |
N/A
|
8.32K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.9K+ 1.85% |
N/A
|
215K
$26.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.85K+ 77.13% |
N/A
|
8.84K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.81K+ 5.38% |
N/A
|
74.7K
$9.35M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.81K+ 111.26% |
N/A
|
7.23K
$905K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 5.14% |
N/A
|
77.6K
$9.71M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.75KNew |
N/A
|
3.75K
$470K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
3.72K+ 0.94% |
N/A
|
398K
$49.8M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.62K+ 14.56% |
N/A
|
28.5K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.61KNew |
N/A
|
3.61K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.58K+ 5.7% |
N/A
|
66.4K
$8.31M
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
3.41K+ 16.02% |
N/A
|
24.7K
$3.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.38K+ 26.53% |
N/A
|
16.1K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.37K+ 114.24% |
N/A
|
6.32K
$791K
|