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 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 2.07% |
N/A
|
7.1K
$889K
|
|
|
Jan 29, 2025
Q4 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-150- 1.29% |
N/A
|
11.5K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-150- 1.09% |
N/A
|
13.6K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-161- 12.18% |
N/A
|
1.16K
$145K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-162- 0.46% |
N/A
|
35K
$4.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-165- 0.39% |
N/A
|
42.7K
$5.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-165- 9.85% |
N/A
|
1.51K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-167- 2.57% |
N/A
|
6.33K
$792K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-168- 12.89% |
N/A
|
1.14K
$142K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-170- 5.2% |
N/A
|
3.1K
$388K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-171- 8.68% |
N/A
|
1.8K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-173- 4.36% |
N/A
|
3.8K
$476K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-173- 6.87% |
N/A
|
2.34K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-173- 7.96% |
N/A
|
2K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-175- 0.89% |
N/A
|
19.6K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-176- 0.51% |
N/A
|
34.1K
$4.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-178- 1.39% |
N/A
|
12.6K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-180- 0.52% |
N/A
|
34.7K
$4.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-182- 3.97% |
N/A
|
4.4K
$551K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-182- 1.0% |
N/A
|
18.1K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-187- 3.71% |
N/A
|
4.85K
$607K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-187- 0.42% |
N/A
|
43.9K
$5.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-193- 0.54% |
N/A
|
35.6K
$4.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-194- 0.23% |
N/A
|
83.6K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-196- 0.39% |
N/A
|
50K
$6.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-200- 0.14% |
N/A
|
140K
$17.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-200- 0.71% |
N/A
|
28K
$3.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-200- 28.57% |
N/A
|
500
$62.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-200- 0.58% |
N/A
|
34.5K
$4.33M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-202- 2.36% |
N/A
|
8.36K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-203- 1.79% |
N/A
|
11.1K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-204- 0.74% |
N/A
|
27.3K
$3.42M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-207- 2.73% |
N/A
|
7.39K
$925K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-208- 3.96% |
N/A
|
5.05K
$632K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-209- 1.22% |
N/A
|
16.9K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-213- 2.74% |
N/A
|
7.57K
$948K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-222- 23.77% |
N/A
|
712
$89.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-224- 10.64% |
N/A
|
1.88K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-224- 10.88% |
N/A
|
1.83K
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-225- 1.59% |
N/A
|
13.9K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-225- 1.5% |
N/A
|
14.8K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-238- 2.83% |
N/A
|
8.16K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-242- 5.84% |
N/A
|
3.91K
$489K
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-242- 18.72% |
N/A
|
1.05K
$132K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-244- 17.97% |
N/A
|
1.11K
$139K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-246- 5.63% |
N/A
|
4.12K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-251- 8.19% |
N/A
|
2.81K
$352K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-251- 11.97% |
N/A
|
1.85K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-253- 2.96% |
N/A
|
8.28K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-255- 2.49% |
N/A
|
9.98K
$1.25M
|