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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-146- 22.05% |
N/A
|
516
$64.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-146- 4.8% |
N/A
|
2.9K
$363K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-147- 2.45% |
N/A
|
5.85K
$732K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-148- 2.78% |
N/A
|
5.17K
$648K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-150- 10.03% |
N/A
|
1.35K
$168K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-153- 0.49% |
N/A
|
31.4K
$3.93M
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-155- 9.23% |
N/A
|
1.53K
$191K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-160- 0.25% |
N/A
|
63.7K
$7.97M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-163- 0.37% |
N/A
|
43.8K
$5.49M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-164- 10.65% |
N/A
|
1.38K
$172K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-165- 11.57% |
N/A
|
1.26K
$158K
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-166- 14.16% |
N/A
|
1.01K
$126K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-169- 5.37% |
N/A
|
2.98K
$373K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-170- 6.48% |
N/A
|
2.46K
$307K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-170- 0.7% |
N/A
|
24.3K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-170- 8.81% |
N/A
|
1.76K
$220K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-171- 4.42% |
N/A
|
3.7K
$463K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-174- 2.57% |
N/A
|
6.59K
$825K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-177- 2.65% |
N/A
|
6.49K
$813K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-179- 4.99% |
N/A
|
3.41K
$427K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-183- 1.92% |
N/A
|
9.34K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-186- 7.0% |
N/A
|
2.47K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-187- 1.4% |
N/A
|
13.2K
$1.65M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-192- 0.77% |
N/A
|
24.7K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-193- 0.68% |
N/A
|
28.3K
$3.55M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-195- 2.58% |
N/A
|
7.37K
$923K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-196- 0.12% |
N/A
|
167K
$20.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-200- 0.65% |
N/A
|
30.5K
$3.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-200- 14.51% |
N/A
|
1.18K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-205- 0.92% |
N/A
|
22K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-206- 2.47% |
N/A
|
8.12K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-209- 13.34% |
N/A
|
1.36K
$170K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-210- 0.65% |
N/A
|
32.3K
$4.05M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-210- 1.96% |
N/A
|
10.5K
$1.31M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-211- 0.74% |
N/A
|
28.4K
$3.56M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-211- 0.27% |
N/A
|
76.9K
$9.63M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-223- 0.91% |
N/A
|
24.2K
$3.03M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-224- 1.83% |
N/A
|
12K
$1.51M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-226- 1.49% |
N/A
|
14.9K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-227- 0.43% |
N/A
|
52.9K
$6.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-228- 8.68% |
N/A
|
2.4K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-231- 9.94% |
N/A
|
2.09K
$262K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-233- 2.1% |
N/A
|
10.9K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-234- 1.86% |
N/A
|
12.3K
$1.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-235- 1.27% |
N/A
|
18.3K
$2.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-235- 1.17% |
N/A
|
19.9K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-239- 4.16% |
N/A
|
5.5K
$689K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-243- 89.01% |
N/A
|
30
$3.76K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-250- 0.3% |
N/A
|
83.4K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-250- 0.52% |
N/A
|
47.9K
$6M
|