Purchases and Sales Made in Q3 2024 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-303- 12.56% |
N/A
|
2.11K
$264K
|
|
|
Oct 17, 2024
Q3 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-305- 0.81% |
N/A
|
37.2K
$4.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-310- 18.04% |
N/A
|
1.41K
$176K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-311- 0.94% |
N/A
|
32.9K
$4.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-314- 3.38% |
N/A
|
8.98K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-315- 5.8% |
N/A
|
5.12K
$641K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-316- 7.53% |
N/A
|
3.88K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-316- 0.66% |
N/A
|
47.2K
$5.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-320- 1.46% |
N/A
|
21.6K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-326- 5.29% |
N/A
|
5.83K
$730K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-331- 18.98% |
N/A
|
1.41K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-331- 8.83% |
N/A
|
3.42K
$428K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-333- 9.24% |
N/A
|
3.27K
$409K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-336- 1.18% |
N/A
|
28.3K
$3.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
SELL
|
- |
-340- 0.35% |
N/A
|
96.9K
$12.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Brooktree Capital Management
|
SELL
|
- |
-345- 0.69% |
N/A
|
49.3K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-356- 2.25% |
N/A
|
15.5K
$1.94M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-362- 1.87% |
N/A
|
19K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-365- 10.01% |
N/A
|
3.28K
$411K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-366- 22.32% |
N/A
|
1.27K
$160K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-368- 2.02% |
N/A
|
17.9K
$2.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-372- 17.07% |
N/A
|
1.81K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-374- 5.98% |
N/A
|
5.88K
$736K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-375- 2.01% |
N/A
|
18.2K
$2.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-376- 1.58% |
N/A
|
23.5K
$2.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-378- 5.49% |
N/A
|
6.51K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
SELL
|
- |
-379- 0.47% |
N/A
|
80.6K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-382- 1.12% |
N/A
|
33.7K
$4.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-391- 2.69% |
N/A
|
14.1K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-394- 0.35% |
N/A
|
112K
$14M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-397- 4.32% |
N/A
|
8.8K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-400- 0.05% |
N/A
|
759K
$95M
|
|
|
Nov 12, 2024
Q3 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-400- 0.71% |
N/A
|
55.9K
$7M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-401- 0.5% |
N/A
|
79.9K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-403- 0.86% |
N/A
|
46.4K
$5.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-404- 0.65% |
N/A
|
61.8K
$7.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-412- 16.86% |
N/A
|
2.03K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-412- 12.41% |
N/A
|
2.91K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-420- 11.05% |
N/A
|
3.38K
$423K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-423- 4.31% |
N/A
|
9.4K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-425- 2.22% |
N/A
|
18.8K
$2.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-425- 1.0% |
N/A
|
42.1K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-430- 3.31% |
N/A
|
12.6K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-437- 5.62% |
N/A
|
7.33K
$918K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-439- 17.04% |
N/A
|
2.14K
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-442- 25.33% |
N/A
|
1.3K
$163K
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-443- 12.95% |
N/A
|
2.98K
$373K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-453- 13.41% |
N/A
|
2.92K
$366K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-453- 4.51% |
N/A
|
9.59K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-456- 9.88% |
N/A
|
4.16K
$521K
|