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 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-71- 1.72% |
$7.06K - $8.4K
|
4.06K
$508K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-71- 1.72% |
$7.06K - $8.4K
|
4.06K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-72- 0.47% |
$7.16K - $8.51K
|
15.2K
$1.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-73- 0.35% |
$7.26K - $8.63K
|
20.5K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-74- 0.3% |
$7.36K - $8.75K
|
24.8K
$3.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-75- 1.64% |
$7.46K - $8.87K
|
4.5K
$563K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-75- 0.92% |
$7.46K - $8.87K
|
8.09K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-75- 0.15% |
$7.46K - $8.87K
|
50.2K
$6.29M
|
|
|
May 03, 2023
Q1 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-76- 0.31% |
$7.55K - $8.99K
|
24.6K
$3.08M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-77- 1.0% |
$7.65K - $9.11K
|
7.65K
$958K
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-83- 0.17% |
$8.25K - $9.82K
|
49.4K
$6.18M
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
SELL
|
- |
-85- 0.1% |
$8.45K - $10.1K
|
88.9K
$11.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-86- 1.64% |
$8.55K - $10.2K
|
5.15K
$645K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-89- 2.45% |
$8.85K - $10.5K
|
3.55K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-89- 0.97% |
$8.85K - $10.5K
|
9.09K
$1.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-98- 2.3% |
$9.74K - $11.6K
|
4.17K
$521K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-98- 2.3% |
$9.74K - $11.6K
|
4.17K
$521K
|
|
|
Apr 21, 2023
Q1 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-100- 0.31% |
$9.94K - $11.8K
|
32.3K
$4.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100- 24.69% |
$9.94K - $11.8K
|
305
$38.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-100- 1.48% |
$9.94K - $11.8K
|
6.65K
$832K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-100- 1.17% |
$9.94K - $11.8K
|
8.44K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-100- 2.3% |
$9.94K - $11.8K
|
4.25K
$531K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-100- 2.34% |
$9.94K - $11.8K
|
4.18K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-100- 0.41% |
$9.94K - $11.8K
|
24.4K
$3.06M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-103- 1.01% |
$10.2K - $12.2K
|
10.1K
$1.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-104- 0.26% |
$10.3K - $12.3K
|
40.3K
$5.04M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-104- 3.2% |
$10.3K - $12.3K
|
3.15K
$394K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-105- 0.66% |
$10.4K - $12.4K
|
15.8K
$1.98M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-106- 3.38% |
$10.5K - $12.5K
|
3.03K
$379K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-106- 16.04% |
$10.5K - $12.5K
|
555
$69.5K
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-106- 0.34% |
$10.5K - $12.5K
|
31.2K
$3.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-107- 16.46% |
$10.6K - $12.7K
|
543
$68K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-108- 6.08% |
$10.7K - $12.8K
|
1.67K
$209K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-109- 0.17% |
$10.8K - $12.9K
|
64.1K
$8.02M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-111- 0.07% |
$11K - $13.1K
|
153K
$19.2M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-118- 3.56% |
$11.7K - $14K
|
3.19K
$400K
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-119- 1.73% |
$11.8K - $14.1K
|
6.75K
$844K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-121- 1.13% |
$12K - $14.3K
|
10.6K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-125- 17.1% |
$12.4K - $14.8K
|
606
$75.9K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-125- 2.44% |
$12.4K - $14.8K
|
5K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-125- 0.47% |
$12.4K - $14.8K
|
26.7K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-127- 25.6% |
$12.6K - $15K
|
369
$46.2K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-128- 1.73% |
$12.7K - $15.1K
|
7.26K
$909K
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-129- 1.78% |
$12.8K - $15.3K
|
7.13K
$893K
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-140- 0.28% |
$13.9K - $16.6K
|
49.6K
$6.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
SELL
|
- |
-142- 5.71% |
$14.1K - $16.8K
|
2.35K
$294K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-142- 2.53% |
$14.1K - $16.8K
|
5.47K
$684K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-143- 1.65% |
$14.2K - $16.9K
|
8.55K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-144- 5.67% |
$14.3K - $17K
|
2.4K
$300K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-147- 0.94% |
$14.6K - $17.4K
|
15.4K
$1.93M
|