Purchases and Sales Made in Q1 2024 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q1 2024. 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 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
160+ 4.58% |
N/A
|
3.66K
$458K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
158+ 1.17% |
N/A
|
13.7K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
157New |
N/A
|
157
$19.7K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
157+ 1.21% |
N/A
|
13.1K
$1.64M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
157New |
N/A
|
157
$19.7K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
155+ 0.88% |
N/A
|
17.8K
$2.23M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
146+ 2.37% |
N/A
|
6.3K
$789K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
BUY
|
- |
144+ 0.72% |
N/A
|
20.3K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
144+ 0.12% |
N/A
|
124K
$15.5M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
139+ 4.71% |
N/A
|
3.09K
$387K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
139+ 5.09% |
N/A
|
2.87K
$359K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
138+ 7.74% |
N/A
|
1.92K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
137+ 5.11% |
N/A
|
2.82K
$353K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
134+ 0.25% |
N/A
|
53.4K
$6.68M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
134+ 5.67% |
N/A
|
2.5K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
134+ 3.63% |
N/A
|
3.82K
$479K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
133New |
N/A
|
133
$16.7K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
132+ 0.39% |
N/A
|
33.9K
$4.24M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
128+ 3.08% |
N/A
|
4.28K
$536K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
126New |
N/A
|
126
$15.8K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
125+ 5.44% |
N/A
|
2.42K
$303K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
122+ 5.02% |
N/A
|
2.55K
$320K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
122+ 6.2% |
N/A
|
2.09K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
121+ 4.97% |
N/A
|
2.56K
$320K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
119+ 2.51% |
N/A
|
4.86K
$609K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
119New |
N/A
|
119
$14.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
114+ 7.47% |
N/A
|
1.64K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
112+ 5.24% |
N/A
|
2.25K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
112+ 0.56% |
N/A
|
20.1K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
112+ 2.13% |
N/A
|
5.38K
$673K
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
104+ 0.12% |
N/A
|
84.3K
$10.6M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.06% |
N/A
|
164K
$20.6M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
100New |
N/A
|
100
$12.5K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
100+ 1.16% |
N/A
|
8.71K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
97+ 1.18% |
N/A
|
8.32K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
95+ 2.29% |
N/A
|
4.24K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
94+ 0.71% |
N/A
|
13.3K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
92+ 4.64% |
N/A
|
2.08K
$260K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
88+ 1.73% |
N/A
|
5.19K
$650K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
87+ 1.81% |
N/A
|
4.9K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
85+ 0.02% |
N/A
|
494K
$61.8M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
83+ 3.35% |
N/A
|
2.56K
$321K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
82+ 19.43% |
N/A
|
504
$63.1K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
81+ 144.64% |
N/A
|
137
$17.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
80New |
N/A
|
80
$10K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
80New |
N/A
|
80
$10K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
80+ 3.58% |
N/A
|
2.31K
$290K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
79+ 13.69% |
N/A
|
656
$82.1K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
79+ 2.35% |
N/A
|
3.44K
$431K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
78+ 1.91% |
N/A
|
4.17K
$522K
|