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 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
789+ 22.94% |
$78.4K - $93.3K
|
4.23K
$529K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
781+ 0.63% |
$77.6K - $92.4K
|
125K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
772+ 15.87% |
$76.7K - $91.3K
|
5.64K
$706K
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
770+ 17.46% |
$76.5K - $91.1K
|
5.18K
$649K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
749+ 11.26% |
$74.5K - $88.6K
|
7.4K
$926K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
746+ 8.22% |
$74.2K - $88.2K
|
9.83K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
BUY
|
- |
727+ 0.91% |
$72.3K - $86K
|
80.2K
$10M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
712+ 10.19% |
$70.8K - $84.2K
|
7.7K
$964K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
696+ 3.97% |
$69.2K - $82.3K
|
18.2K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
691+ 0.35% |
$68.7K - $81.7K
|
198K
$24.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
673+ 0.48% |
$66.9K - $79.6K
|
140K
$17.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
668+ 1.45% |
$66.4K - $79K
|
46.6K
$5.83M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
665+ 2.06% |
$66.1K - $78.6K
|
32.9K
$4.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
650+ 3.99% |
$64.6K - $76.9K
|
17K
$2.12M
|
|
|
May 08, 2023
Q1 2023
|
Brooktree Capital Management
|
BUY
|
- |
649+ 1.18% |
$64.5K - $76.8K
|
55.5K
$6.95M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
648+ 2.66% |
$64.4K - $76.6K
|
25K
$3.13M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
632+ 0.34% |
$62.8K - $74.7K
|
189K
$23.6M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
625+ 36.21% |
$62.1K - $73.9K
|
2.35K
$294K
|
|
|
Jul 10, 2023
Q1 2023
|
Triad Investment Management
|
BUY
|
- |
620+ 2.23% |
$61.6K - $73.3K
|
28.5K
$3.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
607+ 15.86% |
$60.3K - $71.8K
|
4.44K
$555K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
604+ 745.68% |
$60K - $71.4K
|
685
$85.8K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
604+ 5.89% |
$60K - $71.4K
|
10.9K
$1.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
603+ 7.84% |
$59.9K - $71.3K
|
8.29K
$1.04M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
593New |
$58.9K - $70.1K
|
593
$74.2K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
585+ 2.17% |
$58.1K - $69.2K
|
27.5K
$3.45M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
580+ 11.98% |
$57.7K - $68.6K
|
5.42K
$679K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
579+ 32.69% |
$57.6K - $68.5K
|
2.35K
$294K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
576+ 10.87% |
$57.3K - $68.1K
|
5.88K
$736K
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
BUY
|
- |
560+ 18.51% |
$55.7K - $66.2K
|
3.59K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
552+ 1.95% |
$54.9K - $65.3K
|
28.8K
$3.61M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
548+ 12.66% |
$54.5K - $64.8K
|
4.88K
$610K
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
540New |
$53.7K - $63.9K
|
540
$67.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
539+ 4.38% |
$53.6K - $63.7K
|
12.8K
$1.61M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
530+ 10.88% |
$52.7K - $62.7K
|
5.4K
$676K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
530+ 4.99% |
$52.7K - $62.7K
|
11.2K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
530+ 70.67% |
$52.7K - $62.7K
|
1.28K
$160K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
529+ 5.24% |
$52.6K - $62.6K
|
10.6K
$1.33M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
525New |
$52.2K - $62.1K
|
525
$65.7K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
497+ 280.79% |
$49.4K - $58.8K
|
674
$84.4K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
497+ 4.06% |
$49.4K - $58.8K
|
12.7K
$1.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
490+ 17.0% |
$48.7K - $57.9K
|
3.37K
$422K
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
BUY
|
- |
487+ 1.82% |
$48.4K - $57.6K
|
27.2K
$3.41M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
486+ 2.09% |
$48.3K - $57.5K
|
23.8K
$2.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
476+ 3.52% |
$47.3K - $56.3K
|
14K
$1.75M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
471+ 0.63% |
$46.8K - $55.7K
|
74.8K
$9.37M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
465+ 2.78% |
$46.2K - $55K
|
17.2K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
460+ 57.72% |
$45.7K - $54.4K
|
1.26K
$157K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
459+ 0.2% |
$45.6K - $54.3K
|
235K
$29.4M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
450+ 833.33% |
$44.7K - $53.2K
|
504
$63.1K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
449+ 5.38% |
$44.6K - $53.1K
|
8.79K
$1.1M
|