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 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
80+ 0.08% |
$7.95K - $9.46K
|
107K
$13.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
79+ 0.3% |
$7.85K - $9.34K
|
26.3K
$3.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
78New |
$7.75K - $9.22K
|
78
$9.77K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
76New |
$7.55K - $8.99K
|
76
$9.52K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
68+ 0.75% |
$6.76K - $8.04K
|
9.16K
$1.15M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
66+ 1.89% |
$6.56K - $7.81K
|
3.56K
$446K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
66+ 1.78% |
$6.56K - $7.81K
|
3.77K
$472K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
65+ 3.25% |
$6.46K - $7.69K
|
2.07K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
64+ 0.41% |
$6.36K - $7.57K
|
15.5K
$1.95M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
64+ 41.56% |
$6.36K - $7.57K
|
218
$27.3K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
62+ 0.47% |
$6.16K - $7.33K
|
13.4K
$1.68M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
60+ 0.37% |
$5.96K - $7.1K
|
16.4K
$2.05M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
60+ 0.09% |
$5.96K - $7.1K
|
66K
$8.26M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
60+ 31.09% |
$5.96K - $7.1K
|
253
$31.7K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
59+ 1966.67% |
$5.86K - $6.98K
|
62
$7.76K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
58+ 0.86% |
$5.77K - $6.86K
|
6.8K
$851K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
57+ 0.29% |
$5.67K - $6.74K
|
20K
$2.5M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
56+ 0.75% |
$5.57K - $6.62K
|
7.52K
$941K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
55+ 2.52% |
$5.47K - $6.5K
|
2.24K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
53+ 0.71% |
$5.27K - $6.27K
|
7.55K
$946K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
51New |
$5.07K - $6.03K
|
51
$6.39K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
51New |
$5.07K - $6.03K
|
51
$6.39K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
50New |
$4.97K - $5.91K
|
50
$6.26K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
48+ 2.17% |
$4.77K - $5.68K
|
2.26K
$283K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
45+ 0.7% |
$4.47K - $5.32K
|
6.47K
$810K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45+ 0.33% |
$4.47K - $5.32K
|
13.8K
$1.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
43+ 50.0% |
$4.27K - $5.09K
|
129
$16.2K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
42+ 1.87% |
$4.17K - $4.97K
|
2.29K
$287K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
40+ 1.19% |
$3.98K - $4.73K
|
3.41K
$427K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
40+ 0.12% |
$3.98K - $4.73K
|
32.7K
$4.09M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
40New |
$3.98K - $4.73K
|
40
$5.01K
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
39+ 0.58% |
$3.88K - $4.61K
|
6.82K
$854K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
35+ 0.33% |
$3.48K - $4.14K
|
10.6K
$1.32M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34+ 8.83% |
$3.38K - $4.02K
|
419
$52.5K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
33+ 0.41% |
$3.28K - $3.9K
|
8.17K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
32+ 15.69% |
$3.18K - $3.78K
|
236
$29.5K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
29+ 0.62% |
$2.88K - $3.43K
|
4.69K
$587K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
26+ 0.67% |
$2.58K - $3.07K
|
3.89K
$487K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21+ 72.41% |
$2.09K - $2.48K
|
50
$6.26K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
21+ 1.73% |
$2.09K - $2.48K
|
1.23K
$154K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 66.67% |
$1.99K - $2.37K
|
50
$6.26K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
19+ 0.61% |
$1.89K - $2.25K
|
3.13K
$392K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
19+ 0.96% |
$1.89K - $2.25K
|
2.01K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18+ 0.27% |
$1.79K - $2.13K
|
6.66K
$834K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 7.3% |
$1.69K - $2.01K
|
250
$31.3K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15New |
$1.49K - $1.77K
|
15
$1.88K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 0.04% |
$1.29K - $1.54K
|
29.6K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12+ 11.88% |
$1.19K - $1.42K
|
113
$14.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
11New |
$1.09K - $1.3K
|
11
$1.38K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 5.49% |
$994 - $1.18K
|
192
$24K
|