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
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$151K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$150K
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.19K+ 0.68% |
N/A
|
177K
$22.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$147K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$147K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.17KNew |
N/A
|
1.17K
$147K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.17KNew |
N/A
|
1.17K
$146K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$145K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$145K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$145K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.15KNew |
N/A
|
1.15K
$144K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.15KNew |
N/A
|
1.15K
$144K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.14KNew |
N/A
|
1.14K
$142K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.13K+ 19.47% |
N/A
|
6.94K
$869K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$141K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$141K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$140K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$140K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$140K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.11K+ 9.83% |
N/A
|
12.3K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
N/A
|
1.1K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.09K+ 1.0% |
N/A
|
109K
$13.7M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.07KNew |
N/A
|
1.07K
$134K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.05K+ 2.09% |
N/A
|
51.2K
$6.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.02K+ 5.31% |
N/A
|
20.2K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
993+ 5.24% |
N/A
|
19.9K
$2.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
943+ 41.4% |
N/A
|
3.22K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
933+ 0.34% |
N/A
|
272K
$34.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
931+ 17.6% |
N/A
|
6.22K
$779K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
930+ 1.72% |
N/A
|
54.9K
$6.88M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
919+ 12.34% |
N/A
|
8.36K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
911+ 27.49% |
N/A
|
4.23K
$529K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
906+ 47.78% |
N/A
|
2.8K
$351K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
905+ 26.01% |
N/A
|
4.39K
$549K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
897+ 13.22% |
N/A
|
7.68K
$962K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
886+ 48.1% |
N/A
|
2.73K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
831+ 3.07% |
N/A
|
27.9K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
828+ 31.94% |
N/A
|
3.42K
$428K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
820+ 37.7% |
N/A
|
3K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
814New |
N/A
|
814
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
810+ 333.33% |
N/A
|
1.05K
$132K
|