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
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.89K+ 280.48% |
$585K - $697K
|
7.99K
$1M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
5.72K+ 36.1% |
$569K - $677K
|
21.6K
$2.7M
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
5.7K+ 43.93% |
$567K - $674K
|
18.7K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.7K+ 6.16% |
$566K - $674K
|
98.2K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.6KNew |
$557K - $662K
|
5.6K
$701K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
5.58K+ 23.13% |
$554K - $659K
|
29.7K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.54K+ 87.71% |
$551K - $656K
|
11.9K
$1.49M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.44KNew |
$540K - $643K
|
5.44K
$681K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.37K+ 2.56% |
$534K - $635K
|
215K
$27M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.34K+ 150.83% |
$531K - $632K
|
8.89K
$1.11M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
5.34KNew |
$530K - $631K
|
5.34K
$668K
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5.32K+ 71.66% |
$528K - $629K
|
12.7K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
5.16KNew |
$513K - $610K
|
5.16K
$646K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.05KNew |
$502K - $597K
|
5.05K
$633K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.01K+ 27.79% |
$498K - $592K
|
23K
$2.88M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4.96K+ 30.12% |
$493K - $586K
|
21.4K
$2.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.88K+ 18.13% |
$485K - $577K
|
31.8K
$3.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.82K+ 107.39% |
$479K - $570K
|
9.31K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.76K+ 1.51% |
$474K - $563K
|
321K
$40.2M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.76K+ 6.45% |
$473K - $562K
|
78.5K
$9.82M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.61K+ 19.2% |
$458K - $545K
|
28.6K
$3.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.4K+ 6.92% |
$437K - $520K
|
67.9K
$8.51M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.39KNew |
$436K - $519K
|
4.39K
$549K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.31K+ 7.88% |
$428K - $510K
|
59K
$7.39M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.28K+ 25.21% |
$425K - $506K
|
21.2K
$2.66M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.18KNew |
$415K - $494K
|
4.18K
$523K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.17K+ 182.33% |
$414K - $493K
|
6.45K
$808K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
4.16K+ 8.09% |
$414K - $492K
|
55.6K
$6.96M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.13KNew |
$410K - $488K
|
4.13K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.12K+ 93.32% |
$409K - $487K
|
8.53K
$1.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.09K+ 95.23% |
$407K - $484K
|
8.39K
$1.05M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.09K+ 2.73% |
$406K - $484K
|
154K
$19.3M
|
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
4.02K+ 4.4% |
$400K - $476K
|
95.4K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
3.97KNew |
$395K - $470K
|
3.97K
$497K
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.9KNew |
$388K - $461K
|
3.9K
$488K
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.85K+ 3.43% |
$383K - $456K
|
116K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.85K+ 2.73% |
$383K - $456K
|
145K
$18.2M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.83K+ 22.43% |
$381K - $453K
|
20.9K
$2.62M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.82K+ 6.59% |
$379K - $451K
|
61.8K
$7.73M
|
|
|
May 12, 2023
Q1 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
3.81K+ 2.04% |
$378K - $450K
|
190K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
3.8K+ 52.78% |
$378K - $449K
|
11K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.75K+ 256.96% |
$373K - $443K
|
5.21K
$652K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.64K+ 112.52% |
$362K - $431K
|
6.88K
$861K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.54KNew |
$352K - $419K
|
3.54K
$444K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
3.54K+ 0.52% |
$352K - $419K
|
687K
$86M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.46K+ 27.94% |
$344K - $409K
|
15.9K
$1.98M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.44KNew |
$342K - $407K
|
3.44K
$431K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.33K+ 7.59% |
$331K - $394K
|
47.2K
$5.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
3.33K+ 9.89% |
$331K - $394K
|
37K
$4.64M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
3.29K+ 1.2% |
$327K - $389K
|
277K
$34.7M
|