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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10New |
$994 - $1.18K
|
10
$1.25K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
10+ 1.6% |
$994 - $1.18K
|
635
$79.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$895 - $1.06K
|
2.96K
$371K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
9+ 64.29% |
$895 - $1.06K
|
23
$2.88K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 2.82% |
$795 - $946
|
292
$36.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.31% |
$696 - $828
|
2.29K
$286K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
7New |
$696 - $828
|
7
$876
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6+ 1.0% |
$596 - $710
|
606
$75.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 21.43% |
$596 - $710
|
34
$4.26K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.09% |
$497 - $591
|
5.28K
$661K
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
5+ 0.0% |
$497 - $591
|
104K
$13M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4New |
$398 - $473
|
4
$501
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$298 - $355
|
3
$376
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3+ 0.96% |
$298 - $355
|
314
$39.3K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2New |
$199 - $237
|
2
$250
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 7.41% |
$199 - $237
|
29
$3.63K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.02% |
$99.4 - $118
|
5.89K
$737K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1- 0.05% |
$99.4 - $118
|
2.04K
$256K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2- -0.0% |
$199 - $237
|
271K
$33.9M
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-2- 0.01% |
$199 - $237
|
13.4K
$1.67M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3- 0.12% |
$298 - $355
|
2.43K
$304K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-4- 0.09% |
$398 - $473
|
4.4K
$551K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$497 - $591
|
3.82K
$478K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-5- 0.11% |
$497 - $591
|
4.57K
$572K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-5- 0.2% |
$497 - $591
|
2.5K
$312K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-5- 0.22% |
$497 - $591
|
2.24K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6- 0.04% |
$596 - $710
|
14.2K
$1.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7- 0.1% |
$696 - $828
|
7K
$876K
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-7- 3.26% |
$696 - $828
|
208
$26K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-7- 0.36% |
$696 - $828
|
1.91K
$240K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8- 0.14% |
$795 - $946
|
5.62K
$703K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 1.36% |
$795 - $946
|
581
$72.7K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-8- 33.33% |
$795 - $946
|
16
$2K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-11- 0.12% |
$1.09K - $1.3K
|
9.2K
$1.15M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-11- 84.62% |
$1.09K - $1.3K
|
2
$250
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-12- 80.0% |
$1.19K - $1.42K
|
3
$376
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-12- 0.03% |
$1.19K - $1.42K
|
43.7K
$5.47M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-12- 0.14% |
$1.19K - $1.42K
|
8.65K
$1.08M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13- 0.22% |
$1.29K - $1.54K
|
5.93K
$742K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-14- 0.1% |
$1.39K - $1.66K
|
13.6K
$1.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-14- 0.25% |
$1.39K - $1.66K
|
5.62K
$704K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-15- 0.15% |
$1.49K - $1.77K
|
9.98K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-15- 0.19% |
$1.49K - $1.77K
|
7.98K
$999K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-20- 0.8% |
$1.99K - $2.37K
|
2.48K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-20- 0.6% |
$1.99K - $2.37K
|
3.31K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-20- 0.31% |
$1.99K - $2.37K
|
6.37K
$798K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-21- 1.15% |
$2.09K - $2.48K
|
1.8K
$226K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-22- 0.43% |
$2.19K - $2.6K
|
5.13K
$643K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-22- 0.68% |
$2.19K - $2.6K
|
3.19K
$399K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-22- 1.09% |
$2.19K - $2.6K
|
2K
$250K
|