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 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-6.47K- 23.76% |
$643K - $765K
|
20.7K
$2.6M
|
|
May 15, 2023
Q1 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-6.6K- 14.59% |
$656K - $781K
|
38.6K
$4.84M
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-6.67K- 1.95% |
$663K - $789K
|
335K
$41.9M
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-6.68K- 36.63% |
$664K - $790K
|
11.6K
$1.45M
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.7K- 1.0% |
$666K - $793K
|
663K
$83M
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-6.72K- 14.86% |
$668K - $795K
|
38.5K
$4.82M
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.72K- 98.35% |
$668K - $795K
|
113
$14.1K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-6.86K- 13.49% |
$682K - $812K
|
44K
$5.51M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.89K- 3.58% |
$684K - $814K
|
185K
$23.2M
|
|
May 15, 2023
Q1 2023
|
Soros Capital Management LLC
New York, NY |
SELL
|
- |
-6.89K- 13.52% |
$685K - $815K
|
44.1K
$5.52M
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-6.99K- 0.23% |
$695K - $826K
|
3M
$376M
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-7.15K- 12.59% |
$710K - $845K
|
49.6K
$6.21M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.19K- 16.73% |
$715K - $850K
|
35.8K
$4.48M
|
|
May 17, 2023
Q1 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-7.2K- 31.36% |
$716K - $851K
|
15.8K
$1.97M
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-7.3K- 20.44% |
$725K - $863K
|
28.4K
$3.56M
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.48K- 7.81% |
$743K - $884K
|
88.3K
$11.1M
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-7.65K- 43.67% |
$761K - $905K
|
9.87K
$1.24M
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7.69K- 80.4% |
$764K - $909K
|
1.88K
$235K
|
|
Sep 10, 2024
Q1 2023
|
Troy Asset Management LTD
|
SELL
|
- |
-7.75K- 2.91% |
$771K - $917K
|
259K
$32.4M
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-7.76K- 69.09% |
$772K - $918K
|
3.47K
$435K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-7.95K- 99.9% |
$790K - $940K
|
8
$1K
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-8.09K- 3.95% |
$804K - $957K
|
197K
$24.6M
|
|
Jun 05, 2023
Q1 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-8.1K- 88.58% |
$806K - $958K
|
1.05K
$131K
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-8.2K- 52.43% |
$815K - $970K
|
7.44K
$931K
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-8.22K- 28.56% |
$817K - $972K
|
20.6K
$2.58M
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.36K- 2.29% |
$831K - $989K
|
356K
$44.6M
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.39K- 5.67% |
$833K - $992K
|
139K
$17.5M
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-8.65K- 49.91% |
$860K - $1.02M
|
8.68K
$1.09M
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-8.71K- 66.43% |
$865K - $1.03M
|
4.4K
$551K
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-8.8K- 11.47% |
$875K - $1.04M
|
67.9K
$8.5M
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.83K- 14.79% |
$878K - $1.04M
|
50.9K
$6.37M
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-8.9K- 51.1% |
$884K - $1.05M
|
8.51K
$1.07M
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-8.96K- 3.18% |
$891K - $1.06M
|
273K
$34.1M
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-9K- 27.0% |
$895K - $1.06M
|
24.3K
$3.05M
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-9.07K- 12.8% |
$901K - $1.07M
|
61.8K
$7.73M
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-9.12K- 4.72% |
$906K - $1.08M
|
184K
$23.1M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.33K- 3.94% |
$928K - $1.1M
|
227K
$28.5M
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-9.41K- 2.65% |
$935K - $1.11M
|
345K
$43.2M
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-9.41K- 2.65% |
$935K - $1.11M
|
345K
$43.2M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.58K- 38.7% |
$953K - $1.13M
|
15.2K
$1.9M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.69K- 12.08% |
$963K - $1.15M
|
70.5K
$8.83M
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-9.74K- 38.95% |
$968K - $1.15M
|
15.3K
$1.91M
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-9.75K- 1.57% |
$969K - $1.15M
|
612K
$76.7M
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10K- 17.31% |
$999K - $1.19M
|
48K
$6.01M
|
|
May 15, 2023
Q1 2023
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-10.3K- 10.79% |
$1.02M - $1.22M
|
85K
$10.6M
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-10.4K- 9.68% |
$1.03M - $1.23M
|
97.1K
$12.2M
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-10.5K- 44.88% |
$1.04M - $1.24M
|
12.9K
$1.61M
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-10.7K- 2.01% |
$1.06M - $1.26M
|
519K
$65M
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-10.8K- 5.55% |
$1.07M - $1.27M
|
183K
$22.9M
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-10.9K- 96.41% |
$1.08M - $1.29M
|
405
$50.7K
|