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 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-523- 0.74% |
$52K - $61.8K
|
70.4K
$8.82M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-525- 14.4% |
$52.2K - $62.1K
|
3.12K
$391K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-539- 8.38% |
$53.6K - $63.7K
|
5.89K
$738K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-542- 1.25% |
$53.9K - $64.1K
|
42.7K
$5.34M
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-547- 2.78% |
$54.4K - $64.7K
|
19.1K
$2.39M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-550- 36.67% |
$54.7K - $65K
|
950
$119K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-556- 21.81% |
$55.3K - $65.8K
|
1.99K
$250K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-561- 1.53% |
$55.8K - $66.3K
|
36K
$4.51M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-567- 1.95% |
$56.4K - $67.1K
|
28.5K
$3.56M
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-568- 73.2% |
$56.5K - $67.2K
|
208
$26K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-589- 4.88% |
$58.5K - $69.7K
|
11.5K
$1.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-595- 2.26% |
$59.1K - $70.4K
|
25.8K
$3.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-600- 1.1% |
$59.6K - $71K
|
54K
$6.76M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-606- 5.66% |
$60.2K - $71.7K
|
10.1K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-610- 0.65% |
$60.6K - $72.1K
|
92.6K
$11.6M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-611- 9.12% |
$60.7K - $72.3K
|
6.09K
$762K
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-630- 14.22% |
$62.6K - $74.5K
|
3.8K
$476K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-635- 1.11% |
$63.1K - $75.1K
|
56.8K
$7.11M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-641- 35.69% |
$63.7K - $75.8K
|
1.16K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-645- 33.65% |
$64.1K - $76.3K
|
1.27K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-671- 0.57% |
$66.7K - $79.4K
|
117K
$14.6M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-672- 13.26% |
$66.8K - $79.5K
|
4.39K
$550K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-697- 17.84% |
$69.3K - $82.4K
|
3.21K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-705- 4.68% |
$70.1K - $83.4K
|
14.4K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-718- 24.74% |
$71.4K - $84.9K
|
2.18K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-722- 16.39% |
$71.8K - $85.4K
|
3.68K
$461K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-733- 3.95% |
$72.9K - $86.7K
|
17.8K
$2.23M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-734- 23.05% |
$73K - $86.8K
|
2.45K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-735- 2.7% |
$73.1K - $86.9K
|
26.5K
$3.31M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-747- 0.67% |
$74.3K - $88.3K
|
110K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-747- 22.09% |
$74.3K - $88.3K
|
2.64K
$330K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-755- 15.11% |
$75K - $89.3K
|
4.24K
$531K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-756- 7.89% |
$75.1K - $89.4K
|
8.82K
$1.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-759- 1.41% |
$75.4K - $89.8K
|
53K
$6.64M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-761- 18.05% |
$75.6K - $90K
|
3.45K
$432K
|
|
|
Jun 14, 2024
Q1 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-766- 0.41% |
$76.1K - $90.6K
|
186K
$23.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-769- 8.99% |
$76.4K - $90.9K
|
7.79K
$975K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-776- 0.89% |
$77.1K - $91.8K
|
86.3K
$10.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-797- 16.09% |
$79.2K - $94.3K
|
4.16K
$520K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-798- 28.32% |
$79.3K - $94.4K
|
2.02K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-800- 9.2% |
$79.5K - $94.6K
|
7.9K
$989K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-809- 1.21% |
$80.4K - $95.7K
|
66K
$8.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-825- 0.09% |
$82K - $97.6K
|
918K
$115M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-832- 18.64% |
$82.7K - $98.4K
|
3.63K
$455K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-835- 0.5% |
$83K - $98.7K
|
165K
$20.6M
|
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-844- 1.15% |
$83.9K - $99.8K
|
72.3K
$9.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-865- 3.7% |
$86K - $102K
|
22.5K
$2.82M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-886- 2.61% |
$88.1K - $105K
|
33K
$4.13M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-900- 2.97% |
$89.5K - $106K
|
29.4K
$3.68M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-900- 32.49% |
$89.5K - $106K
|
1.87K
$234K
|