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 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.62K+ 1.07% |
$161K - $191K
|
153K
$19.2M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.6KNew |
$159K - $190K
|
1.6K
$201K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.59K+ 28.89% |
$158K - $188K
|
7.08K
$887K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.54K+ 1.18% |
$153K - $182K
|
132K
$16.6M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.54K+ 20.36% |
$153K - $182K
|
9.1K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.48K+ 5.12% |
$147K - $175K
|
30.4K
$3.8M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.44K+ 18.32% |
$143K - $170K
|
9.29K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.44K+ 13.85% |
$143K - $170K
|
11.8K
$1.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.43K+ 36.47% |
$142K - $169K
|
5.35K
$669K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.4K+ 2.81% |
$139K - $165K
|
51.1K
$6.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.31K+ 3.97% |
$130K - $155K
|
34.3K
$4.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
1.23K+ 11.83% |
$123K - $146K
|
11.7K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.21K+ 0.49% |
$120K - $143K
|
248K
$31M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.2K+ 3.31% |
$120K - $142K
|
37.6K
$4.71M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.2K+ 53.14% |
$119K - $142K
|
3.46K
$433K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.17K+ 0.99% |
$116K - $138K
|
120K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.16K+ 1.3% |
$115K - $137K
|
90.2K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.14K+ 2.77% |
$113K - $135K
|
42.2K
$5.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.14K+ 17.88% |
$113K - $134K
|
7.49K
$937K
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.13K+ 36.7% |
$112K - $133K
|
4.2K
$526K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.13K+ 17.95% |
$112K - $133K
|
7.4K
$926K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.11K+ 3.16% |
$110K - $131K
|
36.1K
$4.52M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.07K+ 13.03% |
$107K - $127K
|
9.3K
$1.16M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.05K+ 16.13% |
$105K - $124K
|
7.57K
$948K
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.04K+ 0.31% |
$103K - $123K
|
340K
$42.5M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.02K+ 2.82% |
$102K - $121K
|
37.3K
$4.67M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.02K+ 43.87% |
$101K - $121K
|
3.35K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.02K+ 26.64% |
$101K - $121K
|
4.84K
$606K
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.01K+ 0.38% |
$101K - $120K
|
268K
$33.5M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
979+ 9.19% |
$97.3K - $116K
|
11.6K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
969+ 27.32% |
$96.3K - $115K
|
4.52K
$565K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
957+ 6.09% |
$95.1K - $113K
|
16.7K
$2.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
943+ 43.78% |
$93.7K - $112K
|
3.1K
$388K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
926+ 7.95% |
$92K - $110K
|
12.6K
$1.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
915New |
$91K - $108K
|
915
$115K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
907+ 9.41% |
$90.2K - $107K
|
10.5K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
901+ 63.05% |
$89.6K - $107K
|
2.33K
$292K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
872New |
$86.7K - $103K
|
872
$109K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
865+ 17.65% |
$86K - $102K
|
5.77K
$722K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
861+ 9.35% |
$85.6K - $102K
|
10.1K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
852+ 18.33% |
$84.7K - $101K
|
5.5K
$689K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
844New |
$83.9K - $99.8K
|
844
$106K
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
833+ 26.12% |
$82.8K - $98.5K
|
4.02K
$504K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
833+ 0.86% |
$82.8K - $98.5K
|
97.2K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
813+ 3.5% |
$80.8K - $96.1K
|
24.1K
$3.01M
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
810+ 0.42% |
$80.5K - $95.8K
|
196K
$24.5M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
807+ 2.07% |
$80.2K - $95.4K
|
39.8K
$4.99M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
802+ 0.38% |
$79.7K - $94.8K
|
212K
$26.5M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
799+ 2.59% |
$79.4K - $94.5K
|
31.7K
$3.97M
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
799+ 2.59% |
$79.4K - $94.5K
|
31.7K
$3.97M
|