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 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
232+ 3.77% |
$23.1K - $27.4K
|
6.39K
$800K
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
230+ 2.66% |
$22.9K - $27.2K
|
8.87K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
224+ 0.75% |
$22.3K - $26.5K
|
30K
$3.76M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
221+ 12.06% |
$22K - $26.1K
|
2.05K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
206+ 162.2% |
$20.5K - $24.4K
|
333
$41.7K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
206+ 1.62% |
$20.5K - $24.4K
|
12.9K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
192New |
$19.1K - $22.7K
|
192
$24K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
191+ 9.98% |
$19K - $22.6K
|
2.11K
$264K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
191+ 1.61% |
$19K - $22.6K
|
12.1K
$1.51M
|
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
190New |
$18.9K - $22.5K
|
190
$23.8K
|
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
190New |
$18.9K - $22.5K
|
190
$23.8K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
180+ 3.28% |
$17.9K - $21.3K
|
5.67K
$710K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
178+ 3.12% |
$17.7K - $21.1K
|
5.89K
$737K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
178New |
$17.7K - $21.1K
|
178
$22.3K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
164+ 3.36% |
$16.3K - $19.4K
|
5.05K
$633K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
162+ 4.29% |
$16.1K - $19.2K
|
3.94K
$493K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
151+ 3.41% |
$15K - $17.9K
|
4.58K
$574K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
150+ 0.17% |
$14.9K - $17.7K
|
90.8K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
150+ 3.49% |
$14.9K - $17.7K
|
4.45K
$557K
|
|
|
Apr 10, 2023
Q1 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
149+ 0.32% |
$14.8K - $17.6K
|
46.3K
$5.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
149+ 6.2% |
$14.8K - $17.6K
|
2.55K
$320K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
145+ 5.27% |
$14.4K - $17.1K
|
2.89K
$362K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
143+ 4.09% |
$14.2K - $16.9K
|
3.64K
$455K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
140+ 2.89% |
$13.9K - $16.6K
|
4.99K
$625K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
140+ 0.01% |
$13.9K - $16.6K
|
1.11M
$139M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
129+ 3.01% |
$12.8K - $15.3K
|
4.42K
$554K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
128+ 4.56% |
$12.7K - $15.1K
|
2.94K
$368K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
127+ 25.2% |
$12.6K - $15K
|
631
$79K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
126+ 2.46% |
$12.5K - $14.9K
|
5.24K
$656K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
124+ 0.42% |
$12.3K - $14.7K
|
29.8K
$3.73M
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
121+ 0.35% |
$12K - $14.3K
|
34.8K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
120+ 0.22% |
$11.9K - $14.2K
|
55.2K
$6.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
BUY
|
- |
117+ 2.94% |
$11.6K - $13.8K
|
4.1K
$513K
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
BUY
|
- |
115+ 0.25% |
$11.4K - $13.6K
|
46.4K
$5.81M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
111+ 15.48% |
$11K - $13.1K
|
828
$104K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
107+ 3.68% |
$10.6K - $12.7K
|
3.02K
$377K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
105+ 31.34% |
$10.4K - $12.4K
|
440
$55.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
104+ 0.15% |
$10.3K - $12.3K
|
67.6K
$8.47M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
103+ 4.35% |
$10.2K - $12.2K
|
2.47K
$310K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
100+ 4.6% |
$9.94K - $11.8K
|
2.28K
$285K
|
|
|
Apr 24, 2023
Q1 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
100+ 0.14% |
$9.94K - $11.8K
|
71.5K
$8.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
100+ 5.48% |
$9.94K - $11.8K
|
1.93K
$241K
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
100+ 0.89% |
$9.94K - $11.8K
|
11.3K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
100+ 84.75% |
$9.94K - $11.8K
|
218
$27.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
98+ 3.93% |
$9.74K - $11.6K
|
2.59K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
96+ 3.1% |
$9.54K - $11.4K
|
3.19K
$400K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
84+ 2.66% |
$8.35K - $9.93K
|
3.24K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
84+ 0.13% |
$8.35K - $9.93K
|
66.5K
$8.32M
|
|
|
Apr 10, 2023
Q1 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
83+ 0.45% |
$8.25K - $9.82K
|
18.5K
$2.32M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
82New |
$8.15K - $9.7K
|
82
$10.3K
|