Purchases and Sales Made in Q1 2024 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
432+ 0.71% |
N/A
|
60.9K
$7.63M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
425+ 4.52% |
N/A
|
9.83K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
416+ 37.38% |
N/A
|
1.53K
$191K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
415+ 4.15% |
N/A
|
10.4K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
414+ 17.84% |
N/A
|
2.73K
$342K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
413+ 5.1% |
N/A
|
8.52K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
407+ 3.09% |
N/A
|
13.6K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
403+ 7.98% |
N/A
|
5.45K
$682K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
402+ 3.45% |
N/A
|
12.1K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
402New |
N/A
|
402
$50.3K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
401+ 20.37% |
N/A
|
2.37K
$297K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
400+ 8.94% |
N/A
|
4.88K
$610K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
397+ 0.85% |
N/A
|
46.9K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
395+ 3.93% |
N/A
|
10.5K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
BUY
|
- |
392+ 1.42% |
N/A
|
28K
$3.51M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
385+ 11.63% |
N/A
|
3.7K
$463K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
380+ 38.0% |
N/A
|
1.38K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
378+ 15.84% |
N/A
|
2.76K
$346K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
376+ 0.87% |
N/A
|
43.5K
$5.44M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
371+ 1.53% |
N/A
|
24.6K
$3.08M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
367+ 3.74% |
N/A
|
10.2K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
365+ 12.58% |
N/A
|
3.27K
$409K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
364+ 10.97% |
N/A
|
3.68K
$461K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
360+ 8.88% |
N/A
|
4.41K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
356+ 9.64% |
N/A
|
4.05K
$507K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
354+ 2.0% |
N/A
|
18.1K
$2.26M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
354+ 6.26% |
N/A
|
6.01K
$753K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
352+ 0.06% |
N/A
|
640K
$80.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
348+ 29.39% |
N/A
|
1.53K
$192K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
348+ 21.74% |
N/A
|
1.95K
$244K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
335+ 1.73% |
N/A
|
19.7K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
331+ 3.8% |
N/A
|
9.03K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
328+ 5.52% |
N/A
|
6.27K
$785K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
325+ 0.25% |
N/A
|
132K
$16.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
315New |
N/A
|
315
$39.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
310+ 9.65% |
N/A
|
3.52K
$441K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
306+ 19.1% |
N/A
|
1.91K
$239K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
305+ 3.33% |
N/A
|
9.47K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
302+ 14.39% |
N/A
|
2.4K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
301+ 6.97% |
N/A
|
4.62K
$578K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
300+ 0.43% |
N/A
|
70K
$8.76M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
300+ 0.4% |
N/A
|
74.9K
$9.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
300+ 0.81% |
N/A
|
37.5K
$4.69M
|
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
300+ 16.22% |
N/A
|
2.15K
$269K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
300+ 5.43% |
N/A
|
5.83K
$730K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
294+ 0.44% |
N/A
|
66.9K
$8.38M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
292+ 15.26% |
N/A
|
2.21K
$276K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
291New |
N/A
|
291
$36.4K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
286+ 7.81% |
N/A
|
3.95K
$494K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
286+ 3.1% |
N/A
|
9.51K
$1.19M
|