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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.3K- 98.1% |
$328K - $390K
|
64
$8.01K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.41K- 35.47% |
$339K - $403K
|
6.2K
$776K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-3.56K- 11.32% |
$353K - $420K
|
27.8K
$3.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-3.57K- 15.3% |
$355K - $422K
|
19.8K
$2.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.6K- 2.75% |
$358K - $426K
|
127K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.63K- 12.86% |
$360K - $429K
|
24.6K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.69K- 3.37% |
$366K - $436K
|
106K
$13.2M
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-3.72K- 20.81% |
$370K - $440K
|
14.1K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-3.73K- 2.62% |
$371K - $441K
|
139K
$17.4M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.78K- 13.71% |
$375K - $446K
|
23.8K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.82K- 13.37% |
$379K - $451K
|
24.7K
$3.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.83K- 41.29% |
$381K - $453K
|
5.45K
$682K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3.9K- 3.06% |
$388K - $461K
|
123K
$15.4M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-3.97K- 11.17% |
$395K - $470K
|
31.6K
$3.95M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-4.02K- 24.29% |
$399K - $475K
|
12.5K
$1.57M
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-4.24K- 1.53% |
$422K - $502K
|
273K
$34.1M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-4.25K- 15.86% |
$423K - $503K
|
22.6K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.3K- 30.5% |
$428K - $509K
|
9.8K
$1.23M
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-4.54K- 17.69% |
$451K - $537K
|
21.1K
$2.65M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.54K- 2.24% |
$452K - $537K
|
198K
$24.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4.56K- 46.62% |
$453K - $539K
|
5.22K
$654K
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-4.56K- 3.69% |
$453K - $539K
|
119K
$14.9M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-4.59K- 0.71% |
$456K - $543K
|
640K
$80.1M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-4.59K- 0.71% |
$456K - $543K
|
640K
$80.1M
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.63K- 5.24% |
$460K - $548K
|
83.8K
$10.5M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.69K- 12.84% |
$466K - $555K
|
31.8K
$3.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.73K- 18.92% |
$470K - $559K
|
20.3K
$2.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.77K- 1.49% |
$474K - $564K
|
316K
$39.5M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4.79K- 5.57% |
$476K - $567K
|
81.2K
$10.2M
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-5.01K- 0.95% |
$497K - $592K
|
522K
$65.3M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-5.02K- 59.84% |
$499K - $593K
|
3.37K
$422K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-5.02K- 59.84% |
$499K - $593K
|
3.37K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-5.23K- 4.67% |
$520K - $619K
|
107K
$13.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.35K- 13.62% |
$532K - $633K
|
33.9K
$4.25M
|
|
|
May 12, 2023
Q1 2023
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
SELL
|
- |
-5.51K- 14.7% |
$548K - $652K
|
32K
$4.01M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-5.61K- 45.29% |
$558K - $664K
|
6.78K
$849K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-5.76K- 13.22% |
$572K - $681K
|
37.8K
$4.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-5.83K- 56.22% |
$580K - $690K
|
4.54K
$569K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.84K- 9.78% |
$581K - $691K
|
53.9K
$6.75M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.91K- 38.58% |
$587K - $699K
|
9.41K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.93K- 46.91% |
$590K - $702K
|
6.72K
$841K
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-5.94K- 1.21% |
$590K - $702K
|
483K
$60.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-6K- 6.57% |
$597K - $710K
|
85.4K
$10.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.06K- 49.98% |
$602K - $716K
|
6.06K
$759K
|
|
|
May 12, 2023
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-6.19K- 1.27% |
$615K - $732K
|
480K
$60.1M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-6.19K- 1.27% |
$615K - $732K
|
480K
$60.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Cortland Associates Inc
|
SELL
|
- |
-6.29K- 1.57% |
$626K - $744K
|
395K
$49.4M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-6.32K- 13.47% |
$629K - $748K
|
40.6K
$5.09M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6.34K- 4.89% |
$630K - $749K
|
123K
$15.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-6.45K- 6.92% |
$642K - $763K
|
86.8K
$10.9M
|