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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
23.2K+ 373.32% |
N/A
|
29.4K
$3.68M
|
|
|
May 07, 2024
Q1 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
22.5K+ 13.65% |
N/A
|
187K
$23.4M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
21.8KNew |
N/A
|
21.8K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
21.4K+ 0.09% |
N/A
|
24.7M
$3.09B
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.8K+ 6.67% |
N/A
|
333K
$41.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
20.3K+ 313.09% |
N/A
|
26.8K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
20.2KNew |
N/A
|
20.2K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
19.5KNew |
N/A
|
19.5K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
19.5K+ 37.47% |
N/A
|
71.4K
$8.94M
|
|
|
May 15, 2024
Q1 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
19.4K+ 10.21% |
N/A
|
209K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
18.7K+ 1023.06% |
N/A
|
20.5K
$2.57M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.9K+ 30.22% |
N/A
|
77.3K
$9.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.7KNew |
N/A
|
17.7K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
17.6KNew |
N/A
|
17.6K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.3K+ 45.68% |
N/A
|
55.1K
$6.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
17KNew |
N/A
|
17K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
16.9K+ 41.02% |
N/A
|
58.3K
$7.29M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
16.8K+ 4.19% |
N/A
|
417K
$52.2M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.7K+ 7.4% |
N/A
|
228K
$28.6M
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
15.1K+ 58.44% |
N/A
|
41K
$5.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.7K+ 137.86% |
N/A
|
25.4K
$3.18M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
14.6K+ 2.31% |
N/A
|
648K
$81.2M
|
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
BUY
|
- |
14.4K+ 6.5% |
N/A
|
236K
$29.5M
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
14.3KNew |
N/A
|
14.3K
$1.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
14.1K+ 2.55% |
N/A
|
568K
$71.2M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
13.8K+ 60.77% |
N/A
|
36.4K
$4.56M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
13.6K+ 216.51% |
N/A
|
19.9K
$2.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
12.8K+ 3.54% |
N/A
|
376K
$47M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
12.8K+ 9.17% |
N/A
|
152K
$19.1M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.5K+ 618.13% |
N/A
|
14.6K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
12.3K+ 109.94% |
N/A
|
23.6K
$2.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
11.9K+ 25.89% |
N/A
|
57.7K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
11.8K+ 103.72% |
N/A
|
23.2K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$1.45M
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
11.2K+ 7.59% |
N/A
|
159K
$19.9M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
10.8K+ 492.31% |
N/A
|
12.9K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.7K+ 25.18% |
N/A
|
53.3K
$6.68M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.4K+ 151.39% |
N/A
|
17.3K
$2.17M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
10.4K+ 637.25% |
N/A
|
12.1K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.4K+ 22.57% |
N/A
|
56.4K
$7.06M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
10.1K+ 4.81% |
N/A
|
221K
$27.7M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10.1K+ 1.89% |
N/A
|
547K
$68.5M
|
|
|
May 14, 2024
Q1 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
10KNew |
N/A
|
10K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.96K+ 2.39% |
N/A
|
426K
$53.3M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.78K+ 12.4% |
N/A
|
88.7K
$11.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
9.73KNew |
N/A
|
9.73K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
9.66K+ 19.92% |
N/A
|
58.2K
$7.28M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9.49K+ 26.97% |
N/A
|
44.7K
$5.59M
|