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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.49K+ 40.85% |
N/A
|
8.58K
$1.07M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.48KNew |
N/A
|
2.48K
$310K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
2.46KNew |
N/A
|
2.46K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
2.46K+ 0.31% |
N/A
|
807K
$101M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.45K+ 9.22% |
N/A
|
29.1K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.43K+ 104.28% |
N/A
|
4.77K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.38K+ 49.02% |
N/A
|
7.24K
$906K
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.38K+ 28.21% |
N/A
|
10.8K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.37K+ 49.25% |
N/A
|
7.18K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.35K+ 11.8% |
N/A
|
22.3K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.31K+ 7.43% |
N/A
|
33.3K
$4.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.3K+ 20.73% |
N/A
|
13.4K
$1.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
2.3KNew |
N/A
|
2.3K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.27K+ 186.68% |
N/A
|
3.49K
$436K
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
2.24K+ 25.99% |
N/A
|
10.8K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.21KNew |
N/A
|
2.21K
$277K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.19K+ 78.05% |
N/A
|
4.99K
$625K
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.17KNew |
N/A
|
2.17K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.15K+ 8.98% |
N/A
|
26.1K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$267K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.11KNew |
N/A
|
2.11K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.08KNew |
N/A
|
2.08K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.03K+ 91.91% |
N/A
|
4.25K
$531K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.03K+ 91.91% |
N/A
|
4.25K
$531K
|
|
|
Jan 15, 2025
Q4 2024
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
BUY
|
- |
2K+ 6.06% |
N/A
|
35K
$4.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2K+ 11.76% |
N/A
|
19K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2KNew |
N/A
|
2K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
2KNew |
N/A
|
2K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.98K+ 0.71% |
N/A
|
281K
$35.2M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.97K+ 6.37% |
N/A
|
32.9K
$4.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.97KNew |
N/A
|
1.97K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.97K+ 2.81% |
N/A
|
71.9K
$9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.97K+ 20.03% |
N/A
|
11.8K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.97K+ 32.44% |
N/A
|
8.02K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.89K+ 10.37% |
N/A
|
20.2K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.88K+ 91.83% |
N/A
|
3.92K
$491K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.86K+ 15.44% |
N/A
|
13.9K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.86KNew |
N/A
|
1.86K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.86K+ 6.96% |
N/A
|
28.6K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
1.86K+ 2.53% |
N/A
|
75.3K
$9.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.82K+ 79.39% |
N/A
|
4.11K
$514K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.79KNew |
N/A
|
1.79K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.77K+ 3.13% |
N/A
|
58.3K
$7.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.76KNew |
N/A
|
1.76K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.75KNew |
N/A
|
1.75K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.75K+ 3.02% |
N/A
|
59.6K
$7.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.74K+ 31.75% |
N/A
|
7.23K
$906K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.73K+ 17.18% |
N/A
|
11.8K
$1.48M
|