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 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-456- 2.26% |
N/A
|
19.7K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-465- 3.56% |
N/A
|
12.6K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-477- 18.57% |
N/A
|
2.09K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-486- 1.0% |
N/A
|
47.9K
$6M
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-497- 1.75% |
N/A
|
28K
$3.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-498- 20.51% |
N/A
|
1.93K
$242K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-499- 0.95% |
N/A
|
52K
$6.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-500- 12.51% |
N/A
|
3.5K
$438K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-504- 0.47% |
N/A
|
107K
$13.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-504- 1.06% |
N/A
|
46.9K
$5.87M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-519- 1.05% |
N/A
|
48.9K
$6.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-522- 0.13% |
N/A
|
406K
$50.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Palmer Knight CO
|
SELL
|
- |
-526- 1.08% |
N/A
|
48.4K
$6.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-540- 1.82% |
N/A
|
29.1K
$3.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-555- 2.38% |
N/A
|
22.8K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-555- 13.41% |
N/A
|
3.59K
$449K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-562- 2.33% |
N/A
|
23.5K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-571- 29.18% |
N/A
|
1.39K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-573- 11.2% |
N/A
|
4.55K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-581- 5.68% |
N/A
|
9.64K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-581- 0.84% |
N/A
|
68.6K
$8.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-590- 3.72% |
N/A
|
15.3K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-595- 3.87% |
N/A
|
14.8K
$1.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-599- 27.41% |
N/A
|
1.59K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-600- 2.73% |
N/A
|
21.3K
$2.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-602- 0.72% |
N/A
|
82.5K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-608- 5.64% |
N/A
|
10.2K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-612- 1.73% |
N/A
|
34.7K
$4.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-616- 23.04% |
N/A
|
2.06K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-618- 1.01% |
N/A
|
60.3K
$7.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-622- 8.28% |
N/A
|
6.89K
$862K
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-624- 1.37% |
N/A
|
44.9K
$5.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-630- 0.64% |
N/A
|
97.3K
$12.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-631- 1.15% |
N/A
|
54.2K
$6.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-637- 1.96% |
N/A
|
31.8K
$3.98M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-640- 1.18% |
N/A
|
53.6K
$6.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-650- 1.81% |
N/A
|
35.2K
$4.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-650- 23.34% |
N/A
|
2.14K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-650- 24.53% |
N/A
|
2K
$250K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-652- 1.67% |
N/A
|
38.4K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-656- 5.98% |
N/A
|
10.3K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-660- 6.06% |
N/A
|
10.2K
$1.28M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-676- 6.03% |
N/A
|
10.5K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-676- 4.97% |
N/A
|
12.9K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-689- 8.65% |
N/A
|
7.28K
$911K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-693- 1.71% |
N/A
|
39.8K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-693- 8.66% |
N/A
|
7.31K
$915K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 2.11% |
N/A
|
32.4K
$4.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-715- 0.21% |
N/A
|
337K
$42.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-715- 3.57% |
N/A
|
19.3K
$2.42M
|