Purchases and Sales Made in Q4 2024 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-4.05K- 15.26% |
N/A
|
22.5K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-4.15K- 43.25% |
N/A
|
5.44K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.51K- 37.82% |
N/A
|
7.41K
$927K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.71K- 13.09% |
N/A
|
31.3K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-4.82K- 5.4% |
N/A
|
84.4K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.96K- 1.97% |
N/A
|
247K
$30.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5K- 3.6% |
N/A
|
134K
$16.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-5.2K- 26.13% |
N/A
|
14.7K
$1.84M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-5.21K- 9.33% |
N/A
|
50.7K
$6.34M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.31K- 31.06% |
N/A
|
11.8K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.57K- 38.19% |
N/A
|
9.02K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-6.01K- 20.66% |
N/A
|
23.1K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-6.22K- 44.75% |
N/A
|
7.68K
$961K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-6.25K- 2.54% |
N/A
|
240K
$30.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-6.55K- 5.08% |
N/A
|
123K
$15.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6.65K- 43.06% |
N/A
|
8.8K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-6.68K- 14.43% |
N/A
|
39.6K
$4.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-7.04K- 12.48% |
N/A
|
49.4K
$6.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-7.52K- 1.63% |
N/A
|
454K
$56.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-7.91K- 73.92% |
N/A
|
2.79K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-7.91K- 46.42% |
N/A
|
9.13K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.97K- 16.09% |
N/A
|
41.5K
$5.2M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-8.37K- 6.29% |
N/A
|
125K
$15.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
SELL
|
- |
-8.4K- 2.36% |
N/A
|
347K
$43.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-8.57K- 7.49% |
N/A
|
106K
$13.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-9.01K- 10.09% |
N/A
|
80.3K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-9.02K- 37.06% |
N/A
|
15.3K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-9.98K- 3.23% |
N/A
|
299K
$37.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-10K- 0.34% |
N/A
|
2.92M
$366M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.4K- 3.87% |
N/A
|
259K
$32.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.3K- 99.9% |
N/A
|
11
$1.38K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-11.5K- 18.6% |
N/A
|
50.3K
$6.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-11.8K- 7.13% |
N/A
|
153K
$19.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.5K- 7.32% |
N/A
|
159K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.8K- 6.92% |
N/A
|
186K
$23.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-14.1K- 20.55% |
N/A
|
54.6K
$6.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-16.9K- 45.91% |
N/A
|
19.9K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-17.3K- 1.32% |
N/A
|
1.3M
$163M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-17.6K- 19.66% |
N/A
|
72.1K
$9.03M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-19.8K- 3.64% |
N/A
|
524K
$65.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-22.4K- 7.5% |
N/A
|
276K
$34.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-24.2K- 12.07% |
N/A
|
177K
$22.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-26K- 13.73% |
N/A
|
164K
$20.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-31.5K- 78.11% |
N/A
|
8.82K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-32.5K- 2.95% |
N/A
|
1.07M
$134M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-34.3K- 1.2% |
N/A
|
2.83M
$354M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-35.7K- 5.88% |
N/A
|
571K
$71.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-41.5K- 15.86% |
N/A
|
220K
$27.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-41.8K- 5.65% |
N/A
|
698K
$87.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-46.7K- 9.67% |
N/A
|
436K
$54.6M
|