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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-722- 21.21% |
N/A
|
2.68K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-732- 0.34% |
N/A
|
215K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-756- 23.17% |
N/A
|
2.51K
$314K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-787- 29.05% |
N/A
|
1.92K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-800- 13.01% |
N/A
|
5.35K
$670K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-805- 84.92% |
N/A
|
143
$17.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-808- 17.64% |
N/A
|
3.77K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-837- 2.24% |
N/A
|
36.6K
$4.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-868- 0.13% |
N/A
|
661K
$82.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-872- 0.48% |
N/A
|
180K
$22.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-872- 10.02% |
N/A
|
7.83K
$980K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-875- 23.49% |
N/A
|
2.85K
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-875- 3.81% |
N/A
|
22.1K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-880- 1.3% |
N/A
|
67.1K
$8.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-886- 13.88% |
N/A
|
5.5K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-895- 0.89% |
N/A
|
100K
$12.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-896- 7.73% |
N/A
|
10.7K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-917- 25.28% |
N/A
|
2.71K
$339K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-925- 9.05% |
N/A
|
9.3K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-931- 2.16% |
N/A
|
42.1K
$5.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-941- 1.11% |
N/A
|
83.8K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-950- 15.21% |
N/A
|
5.3K
$663K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-951- 15.27% |
N/A
|
5.28K
$661K
|
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-960- 2.51% |
N/A
|
37.3K
$4.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-976- 2.36% |
N/A
|
40.4K
$5.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-980- 1.95% |
N/A
|
49.3K
$6.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-989- 30.9% |
N/A
|
2.21K
$277K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1K- 18.84% |
N/A
|
4.31K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-1.02K- 0.95% |
N/A
|
106K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.02K- 15.98% |
N/A
|
5.34K
$669K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.02K- 1.44% |
N/A
|
69.9K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.05K- 10.44% |
N/A
|
9.03K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.06K- 2.89% |
N/A
|
35.8K
$4.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
SELL
|
- |
-1.07K- 5.3% |
N/A
|
19.2K
$2.4M
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-1.08K- 2.29% |
N/A
|
45.9K
$5.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.08K- 1.25% |
N/A
|
85.2K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 39.98% |
N/A
|
1.62K
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.08K- 1.77% |
N/A
|
60.3K
$7.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.1K- 1.15% |
N/A
|
94.9K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.11K- 85.79% |
N/A
|
183
$22.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
SELL
|
- |
-1.12K- 0.53% |
N/A
|
212K
$26.5M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.14K- 3.06% |
N/A
|
36K
$4.5M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.14K- 3.4% |
N/A
|
32.3K
$4.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.15K- 28.22% |
N/A
|
2.93K
$367K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.16K- 0.42% |
N/A
|
276K
$34.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.17K- 27.38% |
N/A
|
3.1K
$388K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.17K- 5.02% |
N/A
|
22.2K
$2.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.19K- 3.16% |
N/A
|
36.4K
$4.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 8.69% |
N/A
|
12.6K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.2K- 3.89% |
N/A
|
29.6K
$3.71M
|