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 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
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-260- 12.34% |
N/A
|
1.85K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-261- 0.77% |
N/A
|
33.8K
$4.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-262- 54.24% |
N/A
|
221
$27.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-268- 1.3% |
N/A
|
20.4K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-270- 7.61% |
N/A
|
3.28K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-270- 1.16% |
N/A
|
23K
$2.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-272- 0.76% |
N/A
|
35.7K
$4.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-281- 4.32% |
N/A
|
6.23K
$780K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-282- 3.6% |
N/A
|
7.56K
$946K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-288- 4.94% |
N/A
|
5.54K
$694K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-288- 0.38% |
N/A
|
74.8K
$9.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-300- 1.07% |
N/A
|
27.8K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-300- 2.17% |
N/A
|
13.5K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-300- 2.26% |
N/A
|
13K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-304- 0.66% |
N/A
|
45.5K
$5.7M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-305- 11.15% |
N/A
|
2.43K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-306- 3.36% |
N/A
|
8.79K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-311- 2.1% |
N/A
|
14.5K
$1.81M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-318- 4.23% |
N/A
|
7.21K
$902K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-319- 16.52% |
N/A
|
1.61K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-322- 3.34% |
N/A
|
9.32K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-323- 8.32% |
N/A
|
3.56K
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-323- 0.05% |
N/A
|
660K
$82.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-325- 0.44% |
N/A
|
73.9K
$9.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-325- 23.03% |
N/A
|
1.09K
$136K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-327- 4.69% |
N/A
|
6.64K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-331- 1.41% |
N/A
|
23.2K
$2.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-332- 0.47% |
N/A
|
69.8K
$8.74M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-333- 17.81% |
N/A
|
1.54K
$192K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-340- 1.22% |
N/A
|
27.6K
$3.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-342- 1.26% |
N/A
|
26.7K
$3.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-344- 0.25% |
N/A
|
136K
$17M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-345- 2.55% |
N/A
|
13.2K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-353- 14.06% |
N/A
|
2.16K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-366- 2.67% |
N/A
|
13.3K
$1.67M
|