Purchases and Sales Made in Q1 2023 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q1 2023. 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 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
447+ 2.5% |
$44.4K - $52.9K
|
18.3K
$2.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
435+ 4.89% |
$43.2K - $51.4K
|
9.33K
$1.17M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
435+ 24.27% |
$43.2K - $51.4K
|
2.23K
$279K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
430+ 1.35% |
$42.7K - $50.9K
|
32.2K
$4.03M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
430+ 7.9% |
$42.7K - $50.9K
|
5.87K
$735K
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
BUY
|
- |
425+ 0.89% |
$42.2K - $50.3K
|
48.4K
$6.06M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
421+ 4.34% |
$41.8K - $49.8K
|
10.1K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
410+ 10.6% |
$40.8K - $48.5K
|
4.28K
$535K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
402+ 1.8% |
$40K - $47.5K
|
22.7K
$2.84M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
400+ 1.42% |
$39.8K - $47.3K
|
28.6K
$3.59M
|
|
|
May 10, 2023
Q1 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
400+ 1.14% |
$39.8K - $47.3K
|
35.4K
$4.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
377+ 36.85% |
$37.5K - $44.6K
|
1.4K
$175K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
368+ 11.63% |
$36.6K - $43.5K
|
3.53K
$442K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
365+ 14.78% |
$36.3K - $43.2K
|
2.84K
$355K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
360+ 1.93% |
$35.8K - $42.6K
|
19K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
358+ 2.31% |
$35.6K - $42.3K
|
15.8K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
356New |
$35.4K - $42.1K
|
356
$44.6K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
355+ 5.17% |
$35.3K - $42K
|
7.23K
$905K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
346New |
$34.4K - $40.9K
|
346
$43.3K
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
342+ 4.65% |
$34K - $40.4K
|
7.69K
$963K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
335+ 5.1% |
$33.3K - $39.6K
|
6.9K
$864K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
327+ 3.84% |
$32.5K - $38.7K
|
8.84K
$1.11M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
325+ 9.63% |
$32.3K - $38.4K
|
3.7K
$463K
|
|
|
Apr 13, 2023
Q1 2023
|
Dudley & Shanley, Inc.
|
BUY
|
- |
321+ 0.13% |
$31.9K - $38K
|
248K
$31.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
321+ 3.25% |
$31.9K - $38K
|
10.2K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
320+ 1.36% |
$31.8K - $37.8K
|
23.9K
$2.99M
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
319+ 3.81% |
$31.7K - $37.7K
|
8.69K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
317+ 3.67% |
$31.5K - $37.5K
|
8.95K
$1.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
315+ 13.47% |
$31.3K - $37.3K
|
2.65K
$332K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
315+ 10.43% |
$31.3K - $37.3K
|
3.34K
$418K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
312+ 0.29% |
$31K - $36.9K
|
108K
$13.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
306+ 0.58% |
$30.4K - $36.2K
|
53.4K
$6.69M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
306+ 13.58% |
$30.4K - $36.2K
|
2.56K
$320K
|
|
|
Apr 13, 2023
Q1 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
300+ 1.32% |
$29.8K - $35.5K
|
23K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.29% |
$29.8K - $35.5K
|
105K
$13.1M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
299+ 14.1% |
$29.7K - $35.4K
|
2.42K
$303K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
298+ 2.72% |
$29.6K - $35.2K
|
11.3K
$1.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
288+ 3.65% |
$28.6K - $34.1K
|
8.17K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
287+ 3.8% |
$28.5K - $33.9K
|
7.84K
$981K
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
283+ 0.32% |
$28.1K - $33.5K
|
89.4K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
283New |
$28.1K - $33.5K
|
283
$35.4K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
281+ 3.11% |
$27.9K - $33.2K
|
9.31K
$1.17M
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
278+ 1.06% |
$27.6K - $32.9K
|
26.4K
$3.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
272+ 1.11% |
$27K - $32.2K
|
24.8K
$3.1M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
269+ 3.27% |
$26.7K - $31.8K
|
8.49K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
268+ 13.63% |
$26.6K - $31.7K
|
2.23K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
265+ 2.51% |
$26.3K - $31.3K
|
10.8K
$1.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
250+ 6.18% |
$24.9K - $29.6K
|
4.3K
$538K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
236New |
$23.5K - $27.9K
|
236
$29.5K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
232+ 3.77% |
$23.1K - $27.4K
|
6.39K
$800K
|