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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-22- 1.4% |
$2.19K - $2.6K
|
1.55K
$194K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-23- 3.46% |
$2.29K - $2.72K
|
642
$80.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-24- 0.28% |
$2.39K - $2.84K
|
8.4K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-24- 0.36% |
$2.39K - $2.84K
|
6.73K
$842K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-25- 71.43% |
$2.49K - $2.96K
|
10
$1.25K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-25- 0.36% |
$2.49K - $2.96K
|
6.91K
$866K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-26- 8.61% |
$2.58K - $3.07K
|
276
$34.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-30- 2.97% |
$2.98K - $3.55K
|
980
$123K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-30- 0.62% |
$2.98K - $3.55K
|
4.77K
$597K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-30- 0.37% |
$2.98K - $3.55K
|
8.16K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-30- 25.0% |
$2.98K - $3.55K
|
90
$11.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-31- 0.32% |
$3.08K - $3.67K
|
9.62K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 2.05% |
$3.18K - $3.78K
|
1.53K
$192K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-33- 1.31% |
$3.28K - $3.9K
|
2.48K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-33- 0.3% |
$3.28K - $3.9K
|
10.9K
$1.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-34- 0.44% |
$3.38K - $4.02K
|
7.68K
$962K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-35- 1.35% |
$3.48K - $4.14K
|
2.56K
$321K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-35- 0.72% |
$3.48K - $4.14K
|
4.84K
$605K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-36- 2.84% |
$3.58K - $4.26K
|
1.23K
$154K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-37- 1.86% |
$3.68K - $4.38K
|
1.95K
$244K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-38- 1.11% |
$3.78K - $4.49K
|
3.38K
$424K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-38- 1.9% |
$3.78K - $4.49K
|
1.96K
$245K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-41- 14.59% |
$4.08K - $4.85K
|
240
$30K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-43- 0.71% |
$4.27K - $5.09K
|
6.05K
$758K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-44- 1.77% |
$4.37K - $5.2K
|
2.44K
$305K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-44- 0.21% |
$4.37K - $5.2K
|
21.1K
$2.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-45- 0.38% |
$4.47K - $5.32K
|
12K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-45- 0.99% |
$4.47K - $5.32K
|
4.48K
$561K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-46- 15.38% |
$4.57K - $5.44K
|
253
$31.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-47- 1.11% |
$4.67K - $5.56K
|
4.21K
$527K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-48- 0.65% |
$4.77K - $5.68K
|
7.32K
$917K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-50- 2.29% |
$4.97K - $5.91K
|
2.13K
$267K
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-50- 2.21% |
$4.97K - $5.91K
|
2.22K
$277K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-51- 1.93% |
$5.07K - $6.03K
|
2.59K
$324K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-53- 8.44% |
$5.27K - $6.27K
|
575
$72K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-55- 2.66% |
$5.47K - $6.5K
|
2.01K
$252K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-55- 0.93% |
$5.47K - $6.5K
|
5.87K
$735K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-55- 1.26% |
$5.47K - $6.5K
|
4.31K
$540K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-56- 9.26% |
$5.57K - $6.62K
|
549
$68.7K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-59- 3.76% |
$5.86K - $6.98K
|
1.51K
$189K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-60- 1.97% |
$5.96K - $7.1K
|
2.98K
$373K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-60- 2.12% |
$5.96K - $7.1K
|
2.77K
$347K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-60- 24.9% |
$5.96K - $7.1K
|
181
$22.7K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-60- 1.16% |
$5.96K - $7.1K
|
5.1K
$638K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-63- 1.95% |
$6.26K - $7.45K
|
3.16K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-65- 9.85% |
$6.46K - $7.69K
|
595
$74.5K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-66- 1.86% |
$6.56K - $7.81K
|
3.48K
$435K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-69- 1.0% |
$6.86K - $8.16K
|
6.8K
$851K
|
|
|
Apr 20, 2023
Q1 2023
|
Penbrook Management LLC
|
SELL
|
- |
-70- 1.56% |
$6.96K - $8.28K
|
4.43K
$555K
|
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-70- 1.44% |
$6.96K - $8.28K
|
4.81K
$602K
|