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 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
919New |
N/A
|
919
$115K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
913New |
N/A
|
913
$114K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
913New |
N/A
|
913
$114K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
912New |
N/A
|
912
$114K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
911New |
N/A
|
911
$114K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
909+ 3.09% |
N/A
|
30.3K
$3.79M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
893+ 146.39% |
N/A
|
1.5K
$188K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
893+ 50.91% |
N/A
|
2.65K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
880+ 46.76% |
N/A
|
2.76K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
879+ 1.86% |
N/A
|
48.2K
$6.03M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
870+ 22.75% |
N/A
|
4.69K
$588K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
861+ 20.96% |
N/A
|
4.97K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
835+ 0.98% |
N/A
|
86.3K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
809+ 5.43% |
N/A
|
15.7K
$1.97M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
806New |
N/A
|
806
$101K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
801+ 15.43% |
N/A
|
5.99K
$750K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
800+ 100.0% |
N/A
|
1.6K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
794+ 6.96% |
N/A
|
12.2K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
788+ 3.43% |
N/A
|
23.8K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
787+ 18.41% |
N/A
|
5.06K
$634K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
785+ 20.02% |
N/A
|
4.71K
$589K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
782+ 5.61% |
N/A
|
14.7K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
774+ 22.97% |
N/A
|
4.14K
$519K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
772+ 22.6% |
N/A
|
4.19K
$524K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
758+ 38.13% |
N/A
|
2.75K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
754+ 8.38% |
N/A
|
9.75K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
752New |
N/A
|
752
$94.2K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
737+ 10.48% |
N/A
|
7.77K
$973K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
736+ 21.82% |
N/A
|
4.11K
$514K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
735+ 11.99% |
N/A
|
6.86K
$859K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
730+ 10.94% |
N/A
|
7.4K
$927K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
710+ 18.22% |
N/A
|
4.61K
$577K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
706+ 2521.43% |
N/A
|
734
$91.9K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
698+ 15.14% |
N/A
|
5.31K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
667+ 0.32% |
N/A
|
210K
$26.3M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
666+ 5.69% |
N/A
|
12.4K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
658+ 4.4% |
N/A
|
15.6K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
654+ 23.72% |
N/A
|
3.41K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
639+ 2.8% |
N/A
|
23.4K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
635+ 8.3% |
N/A
|
8.28K
$1.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
630+ 103.96% |
N/A
|
1.24K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
623+ 28.19% |
N/A
|
2.83K
$355K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
621+ 88.09% |
N/A
|
1.33K
$166K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
621New |
N/A
|
621
$77.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
611+ 49.76% |
N/A
|
1.84K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
608+ 30.0% |
N/A
|
2.64K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
598+ 12.76% |
N/A
|
5.28K
$662K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
595+ 0.49% |
N/A
|
121K
$15.2M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
590+ 4.01% |
N/A
|
15.3K
$1.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
573+ 8.63% |
N/A
|
7.21K
$903K
|