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 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
3.25KNew |
$323K - $384K
|
3.25K
$407K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.25K+ 4.28% |
$323K - $384K
|
79.1K
$9.91M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3.22K+ 7.18% |
$320K - $381K
|
48.1K
$6.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.21K+ 104.02% |
$319K - $380K
|
6.3K
$789K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3.19KNew |
$317K - $377K
|
3.19K
$399K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.19K+ 6.21% |
$317K - $377K
|
54.5K
$6.82M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.19K+ 25.4% |
$317K - $377K
|
15.7K
$1.97M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.16K+ 5.16% |
$314K - $374K
|
64.4K
$8.06M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3.15KNew |
$314K - $373K
|
3.15K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.14KNew |
$312K - $372K
|
3.14K
$394K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.06K+ 90.9% |
$304K - $361K
|
6.42K
$804K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.04K+ 98.61% |
$302K - $360K
|
6.12K
$767K
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
3.04K+ 30.15% |
$302K - $359K
|
13.1K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.95K+ 379.79% |
$293K - $349K
|
3.73K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.89K+ 4.62% |
$287K - $342K
|
65.4K
$8.19M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.88KNew |
$286K - $341K
|
2.88K
$361K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.88K+ 24.84% |
$286K - $340K
|
14.5K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.82K+ 0.14% |
$281K - $334K
|
2.02M
$253M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.8K+ 12.99% |
$278K - $331K
|
24.3K
$3.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Capital Management CO
|
BUY
|
- |
2.72K+ 1.22% |
$270K - $321K
|
225K
$28.2M
|
|
|
May 02, 2023
Q1 2023
|
Palmer Knight CO
|
BUY
|
- |
2.72K+ 4.96% |
$270K - $321K
|
57.5K
$7.2M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.71K+ 48.64% |
$270K - $321K
|
8.29K
$1.04M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.68K+ 0.01% |
$266K - $317K
|
50.9M
$6.38B
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.68KNew |
$266K - $317K
|
2.68K
$335K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.67K+ 29.78% |
$265K - $316K
|
11.6K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.67KNew |
$265K - $316K
|
2.67K
$334K
|
|
|
May 11, 2023
Q1 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
2.64K+ 62.3% |
$262K - $312K
|
6.88K
$861K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.56K+ 1804.23% |
$255K - $303K
|
2.7K
$339K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.56KNew |
$254K - $303K
|
2.56K
$321K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
2.55KNew |
$253K - $301K
|
2.55K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
2.54K+ 0.79% |
$252K - $300K
|
324K
$40.6M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.52KNew |
$250K - $298K
|
2.52K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.47K+ 111.28% |
$245K - $292K
|
4.68K
$586K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.46KNew |
$245K - $291K
|
2.46K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.46KNew |
$245K - $291K
|
2.46K
$308K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.46K+ 32.18% |
$244K - $290K
|
10.1K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.44K+ 10.79% |
$242K - $288K
|
25K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.44K+ 3.5% |
$242K - $288K
|
72.1K
$9.03M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.42KNew |
$241K - $287K
|
2.42K
$303K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.41KNew |
$240K - $285K
|
2.41K
$302K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.39K+ 13.63% |
$237K - $282K
|
19.9K
$2.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.36K+ 3.38% |
$235K - $279K
|
72.4K
$9.06M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.32KNew |
$230K - $274K
|
2.32K
$290K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.31K+ 2.52% |
$229K - $273K
|
94K
$11.8M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.31K+ 1.0% |
$229K - $273K
|
234K
$29.3M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.3KNew |
$228K - $272K
|
2.3K
$287K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.27KNew |
$226K - $269K
|
2.27K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
2.25K+ 2.3% |
$224K - $266K
|
100K
$12.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
2.23K+ 67.17% |
$221K - $263K
|
5.55K
$694K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.22K+ 6.73% |
$220K - $262K
|
35.1K
$4.4M
|