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 10, 2023
Q1 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.21KNew |
$220K - $262K
|
2.21K
$277K
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.21KNew |
$219K - $261K
|
2.21K
$276K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.18KNew |
$217K - $258K
|
2.18K
$273K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.11KNew |
$210K - $250K
|
2.11K
$264K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.06KNew |
$204K - $243K
|
2.06K
$257K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.06KNew |
$204K - $243K
|
2.06K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.05KNew |
$203K - $242K
|
2.05K
$256K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.04K+ 63.69% |
$203K - $241K
|
5.24K
$656K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.03KNew |
$201K - $240K
|
2.03K
$254K
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.02KNew |
$201K - $239K
|
2.02K
$253K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.02K+ 6.94% |
$200K - $239K
|
31.1K
$3.89M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.01KNew |
$200K - $238K
|
2.01K
$252K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.01K+ 59.21% |
$200K - $238K
|
5.4K
$676K
|
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
2K+ 9.05% |
$199K - $237K
|
24.1K
$3.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
1.99K+ 2.62% |
$197K - $235K
|
77.9K
$9.76M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.99KNew |
$197K - $235K
|
1.99K
$249K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.97KNew |
$196K - $233K
|
1.97K
$247K
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
1.95K+ 0.72% |
$194K - $231K
|
274K
$34.3M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
1.94KNew |
$193K - $229K
|
1.94K
$243K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.92KNew |
$191K - $227K
|
1.92K
$241K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.92KNew |
$191K - $227K
|
1.92K
$240K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.91KNew |
$190K - $226K
|
1.91K
$239K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.91KNew |
$190K - $226K
|
1.91K
$239K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.9K+ 31.95% |
$189K - $225K
|
7.85K
$982K
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
1.9KNew |
$189K - $225K
|
1.9K
$238K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.9K+ 1.1% |
$189K - $225K
|
174K
$21.8M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.89KNew |
$188K - $224K
|
1.89K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.87K+ 3.34% |
$185K - $221K
|
57.8K
$7.23M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.84KNew |
$183K - $218K
|
1.84K
$231K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.84KNew |
$183K - $217K
|
1.84K
$230K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.83KNew |
$182K - $216K
|
1.83K
$229K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.82KNew |
$181K - $215K
|
1.82K
$228K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.82K+ 8.01% |
$181K - $215K
|
24.6K
$3.08M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
1.82K+ 147.01% |
$181K - $215K
|
3.06K
$383K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.82K+ 1.4% |
$180K - $215K
|
132K
$16.5M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.82KNew |
$180K - $215K
|
1.82K
$227K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.82K+ 21.55% |
$180K - $215K
|
10.2K
$1.28M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.8K+ 0.9% |
$179K - $213K
|
201K
$25.2M
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.8KNew |
$179K - $212K
|
1.8K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.79K+ 6.4% |
$178K - $212K
|
29.8K
$3.73M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.79KNew |
$178K - $212K
|
1.79K
$224K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.78KNew |
$177K - $211K
|
1.78K
$223K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
1.77K+ 28.95% |
$176K - $210K
|
7.89K
$988K
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$176K - $209K
|
1.77K
$222K
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
BUY
|
- |
1.76K+ 1.15% |
$175K - $208K
|
155K
$19.5M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
1.72K+ 2.4% |
$171K - $204K
|
73.6K
$9.22M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.71KNew |
$170K - $203K
|
1.71K
$215K
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.66K+ 0.27% |
$165K - $196K
|
619K
$77.5M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.65K+ 2.58% |
$164K - $195K
|
65.5K
$8.21M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.64K+ 184.61% |
$163K - $194K
|
2.53K
$317K
|