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 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.22K+ 39.22% |
N/A
|
4.31K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Troy Asset Management LTD
|
BUY
|
- |
1.21K+ 0.46% |
N/A
|
263K
$32.9M
|
|
|
May 15, 2025
Q1 2025
|
Kensico Capital Management Corp
Greenwich, CT |
BUY
|
- |
1.2K+ 0.09% |
N/A
|
1.39M
$174M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.19KNew |
N/A
|
1.19K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.19K+ 34.2% |
N/A
|
4.65K
$583K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.17KNew |
N/A
|
1.17K
$146K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.17KNew |
N/A
|
1.17K
$146K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.15KNew |
N/A
|
1.15K
$144K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
1.15KNew |
N/A
|
1.15K
$144K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15K+ 5.63% |
N/A
|
21.5K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.13K+ 98.52% |
N/A
|
2.27K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$141K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.13K+ 12.58% |
N/A
|
10.1K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$140K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.11K+ 32.04% |
N/A
|
4.58K
$573K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.11K+ 0.8% |
N/A
|
140K
$17.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.1K+ 58.73% |
N/A
|
2.97K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.1K+ 5.38% |
N/A
|
21.6K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
1.1K+ 17.57% |
N/A
|
7.35K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
1.06KNew |
N/A
|
1.06K
$133K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
1.05K+ 17.64% |
N/A
|
6.98K
$874K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 4.05% |
N/A
|
26.9K
$3.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.04KNew |
N/A
|
1.04K
$131K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
1.03K+ 0.49% |
N/A
|
210K
$26.3M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.02K+ 8.66% |
N/A
|
12.8K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.02K+ 3.1% |
N/A
|
33.9K
$4.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$127K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.01K+ 0.85% |
N/A
|
119K
$14.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1KNew |
N/A
|
1K
$126K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
997New |
N/A
|
997
$125K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
987New |
N/A
|
987
$124K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
987+ 570.52% |
N/A
|
1.16K
$145K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
982+ 24.68% |
N/A
|
4.96K
$621K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
980New |
N/A
|
980
$123K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
979New |
N/A
|
979
$123K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
975New |
N/A
|
975
$122K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
971New |
N/A
|
971
$122K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
965New |
N/A
|
965
$121K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
964New |
N/A
|
964
$121K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
958+ 25.24% |
N/A
|
4.75K
$595K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
952New |
N/A
|
952
$119K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
944New |
N/A
|
944
$118K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
939New |
N/A
|
939
$118K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
935+ 64.48% |
N/A
|
2.39K
$299K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
930New |
N/A
|
930
$116K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
929New |
N/A
|
929
$116K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
928New |
N/A
|
928
$116K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
927+ 23.71% |
N/A
|
4.84K
$605K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
925+ 28.67% |
N/A
|
4.15K
$520K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
924New |
N/A
|
924
$116K
|