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 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-545- 1.36% |
N/A
|
39.6K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-545- 65.19% |
N/A
|
291
$36.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-546- 4.55% |
N/A
|
11.5K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-551- 24.42% |
N/A
|
1.71K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-558- 4.32% |
N/A
|
12.4K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-560- 26.23% |
N/A
|
1.58K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-563- 11.92% |
N/A
|
4.16K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-567- 2.88% |
N/A
|
19.1K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-577- 6.07% |
N/A
|
8.93K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-580- 2.46% |
N/A
|
23K
$2.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-581- 4.29% |
N/A
|
13K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-585- 2.62% |
N/A
|
21.8K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-594- 4.72% |
N/A
|
12K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-616- 1.02% |
N/A
|
59.7K
$7.47M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-620- 5.89% |
N/A
|
9.91K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-632- 2.3% |
N/A
|
26.8K
$3.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-637- 10.81% |
N/A
|
5.26K
$658K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-658- 7.45% |
N/A
|
8.17K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-660- 1.38% |
N/A
|
47.2K
$5.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-672- 0.29% |
N/A
|
227K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-680- 16.42% |
N/A
|
3.46K
$433K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-684- 0.79% |
N/A
|
86.4K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-690- 0.58% |
N/A
|
118K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-693- 22.68% |
N/A
|
2.36K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-693- 1.64% |
N/A
|
41.4K
$5.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-700- 3.33% |
N/A
|
20.3K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-703- 13.13% |
N/A
|
4.65K
$583K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-708- 9.18% |
N/A
|
7.01K
$877K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-712- 26.91% |
N/A
|
1.93K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-722- 1.98% |
N/A
|
35.8K
$4.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-736- 32.97% |
N/A
|
1.5K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-754- 0.42% |
N/A
|
180K
$22.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-761- 3.44% |
N/A
|
21.4K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-773- 42.1% |
N/A
|
1.06K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-774- 0.67% |
N/A
|
114K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-784- 11.22% |
N/A
|
6.21K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-785- 1.69% |
N/A
|
45.7K
$5.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-788- 8.77% |
N/A
|
8.19K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-794- 0.93% |
N/A
|
84.6K
$10.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-796- 5.89% |
N/A
|
12.7K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-815- 0.81% |
N/A
|
99.3K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-825- 2.58% |
N/A
|
31.1K
$3.89M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-826- 0.69% |
N/A
|
119K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-830- 1.77% |
N/A
|
46K
$5.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-839- 15.62% |
N/A
|
4.53K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-841- 7.77% |
N/A
|
9.99K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-843- 11.25% |
N/A
|
6.65K
$833K
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-843- 3.0% |
N/A
|
27.3K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-846- 2.39% |
N/A
|
34.6K
$4.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-848- 0.71% |
N/A
|
118K
$14.8M
|