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
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-147- 3.83% |
$14.6K - $17.4K
|
3.69K
$462K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-150- 0.75% |
$14.9K - $17.7K
|
19.9K
$2.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-150- 5.76% |
$14.9K - $17.7K
|
2.46K
$307K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-150- 3.04% |
$14.9K - $17.7K
|
4.79K
$599K
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
SELL
|
- |
-154- 0.74% |
$15.3K - $18.2K
|
20.6K
$2.57M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-165- 1.62% |
$16.4K - $19.5K
|
10K
$1.25M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-169- 1.9% |
$16.8K - $20K
|
8.74K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-169- 2.67% |
$16.8K - $20K
|
6.17K
$772K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-169- 0.57% |
$16.8K - $20K
|
29.4K
$3.68M
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-170- 0.44% |
$16.9K - $20.1K
|
38.9K
$4.87M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-170- 1.89% |
$16.9K - $20.1K
|
8.82K
$1.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-172- 9.58% |
$17.1K - $20.3K
|
1.62K
$203K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-172- 3.47% |
$17.1K - $20.3K
|
4.78K
$598K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-175- 0.11% |
$17.4K - $20.7K
|
163K
$20.4M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-180- 1.17% |
$17.9K - $21.3K
|
15.2K
$1.9M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-180- 9.05% |
$17.9K - $21.3K
|
1.81K
$226K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-184- 7.74% |
$18.3K - $21.8K
|
2.19K
$274K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-185- 0.55% |
$18.4K - $21.9K
|
33.2K
$4.16M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-189- 0.33% |
$18.8K - $22.4K
|
56.3K
$7.05M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-192- 1.75% |
$19.1K - $22.7K
|
10.8K
$1.35M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-197- 62.15% |
$19.6K - $23.3K
|
120
$15K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-198- 4.62% |
$19.7K - $23.4K
|
4.09K
$512K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-200- 0.43% |
$19.9K - $23.7K
|
46.4K
$5.81M
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-203- 0.07% |
$20.2K - $24K
|
310K
$38.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-210- 3.73% |
$20.9K - $24.8K
|
5.43K
$679K
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
SELL
|
- |
-215- 0.14% |
$21.4K - $25.4K
|
155K
$19.4M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-225- 5.06% |
$22.4K - $26.6K
|
4.23K
$529K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-229- 72.7% |
$22.8K - $27.1K
|
86
$10.8K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-230- 0.56% |
$22.9K - $27.2K
|
41K
$5.14M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-230- 0.31% |
$22.9K - $27.2K
|
74.8K
$9.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-236- 7.25% |
$23.5K - $27.9K
|
3.02K
$378K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-236- 0.69% |
$23.5K - $27.9K
|
33.8K
$4.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-239- 1.54% |
$23.8K - $28.3K
|
15.3K
$1.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-239- 3.2% |
$23.8K - $28.3K
|
7.22K
$904K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-240- 1.99% |
$23.9K - $28.4K
|
11.8K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-240- 0.76% |
$23.9K - $28.4K
|
31.4K
$3.93M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-249- 8.76% |
$24.8K - $29.4K
|
2.59K
$325K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-254- 9.18% |
$25.2K - $30K
|
2.51K
$315K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-256- 10.46% |
$25.4K - $30.3K
|
2.19K
$274K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-257- 4.75% |
$25.5K - $30.4K
|
5.16K
$645K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-260- 12.25% |
$25.8K - $30.7K
|
1.86K
$233K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-261- 0.28% |
$25.9K - $30.9K
|
93.7K
$11.7M
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-263- 0.41% |
$26.1K - $31.1K
|
64.3K
$8.05M
|
|
|
May 10, 2023
Q1 2023
|
Broderick Brian C
|
SELL
|
- |
-265- 0.31% |
$26.3K - $31.3K
|
86.2K
$10.8M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-270- 6.19% |
$26.8K - $31.9K
|
4.09K
$512K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-272- 0.9% |
$27K - $32.2K
|
30.1K
$3.77M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-273- 0.59% |
$27.1K - $32.3K
|
45.9K
$5.75M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-292- 2.67% |
$29K - $34.5K
|
10.7K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-292- 0.55% |
$29K - $34.5K
|
53K
$6.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-295- 1.54% |
$29.3K - $34.9K
|
18.9K
$2.36M
|