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 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-297- 0.58% |
$29.5K - $35.1K
|
51.1K
$6.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-299- 0.29% |
$29.7K - $35.4K
|
103K
$12.9M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-300Closed |
$29.8K - $35.5K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-302- 10.52% |
$30K - $35.7K
|
2.57K
$322K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-305- 2.55% |
$30.3K - $36.1K
|
11.7K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-312- 0.28% |
$31K - $36.9K
|
112K
$14.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-314- 0.82% |
$31.2K - $37.1K
|
38K
$4.76M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-316- 9.83% |
$31.4K - $37.4K
|
2.9K
$363K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-318- 4.47% |
$31.6K - $37.6K
|
6.79K
$850K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-319- 3.53% |
$31.7K - $37.7K
|
8.72K
$1.09M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-321- 12.69% |
$31.9K - $38K
|
2.21K
$276K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-321- 2.64% |
$31.9K - $38K
|
11.8K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-324- 44.38% |
$32.2K - $38.3K
|
406
$50.8K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-325- 1.42% |
$32.3K - $38.4K
|
22.6K
$2.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-328- 0.52% |
$32.6K - $38.8K
|
62.2K
$7.79M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-330- 0.32% |
$32.8K - $39K
|
101K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-331- 10.48% |
$32.9K - $39.1K
|
2.83K
$354K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-335- 2.56% |
$33.3K - $39.6K
|
12.7K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-336- 2.76% |
$33.4K - $39.7K
|
11.8K
$1.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-340- 5.51% |
$33.8K - $40.2K
|
5.83K
$730K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-343- 0.05% |
$34.1K - $40.6K
|
743K
$93.1M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-350- 7.17% |
$34.8K - $41.4K
|
4.53K
$567K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-350- 3.41% |
$34.8K - $41.4K
|
9.91K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-354- 2.34% |
$35.2K - $41.9K
|
14.8K
$1.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-356- 4.53% |
$35.4K - $42.1K
|
7.5K
$939K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-372- 6.5% |
$37K - $44K
|
5.35K
$670K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-374- 14.52% |
$37.2K - $44.2K
|
2.2K
$276K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-380- 34.86% |
$37.8K - $44.9K
|
710
$88.9K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-380- 1.88% |
$37.8K - $44.9K
|
19.9K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-380- 7.44% |
$37.8K - $44.9K
|
4.73K
$592K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-394- 2.23% |
$39.2K - $46.6K
|
17.3K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-401- 0.52% |
$39.9K - $47.4K
|
76.8K
$9.62M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-402- 3.55% |
$40K - $47.5K
|
10.9K
$1.37M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-406- 5.09% |
$40.4K - $48K
|
7.57K
$948K
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-408- 1.26% |
$40.6K - $48.3K
|
31.9K
$3.99M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-409- 12.95% |
$40.7K - $48.4K
|
2.75K
$344K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-410- 1.93% |
$40.8K - $48.5K
|
20.9K
$2.61M
|
|
|
May 10, 2023
Q1 2023
|
Page Arthur B
|
SELL
|
- |
-415- 1.37% |
$41.3K - $49.1K
|
30K
$3.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-419- 12.77% |
$41.6K - $49.6K
|
2.86K
$358K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-419- 1.83% |
$41.6K - $49.6K
|
22.5K
$2.82M
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-445- 0.9% |
$44.2K - $52.6K
|
48.7K
$6.1M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-446- 69.36% |
$44.3K - $52.7K
|
197
$24.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-461- 13.25% |
$45.8K - $54.5K
|
3.02K
$378K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-463- 1.6% |
$46K - $54.8K
|
28.5K
$3.56M
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-465- 1.72% |
$46.2K - $55K
|
26.6K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-471- 5.96% |
$46.8K - $55.7K
|
7.43K
$930K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-472- 0.35% |
$46.9K - $55.8K
|
134K
$16.7M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 1.99% |
$49.7K - $59.1K
|
24.6K
$3.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-512- 0.95% |
$50.9K - $60.5K
|
53.5K
$6.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-516- 4.71% |
$51.3K - $61K
|
10.4K
$1.31M
|