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 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-456- 3.42% |
N/A
|
12.9K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-458- 1.84% |
N/A
|
24.5K
$3.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-461- 1.03% |
N/A
|
44.1K
$5.52M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-487- 3.88% |
N/A
|
12.1K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-490- 2.13% |
N/A
|
22.5K
$2.82M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-492- 62.04% |
N/A
|
301
$37.7K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-495- 14.5% |
N/A
|
2.92K
$365K
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-495- 14.5% |
N/A
|
2.92K
$365K
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-500- 1.25% |
N/A
|
39.4K
$4.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-500- 12.35% |
N/A
|
3.55K
$444K
|
|
|
May 13, 2024
Q1 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-500- 24.24% |
N/A
|
1.56K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-500- 1.3% |
N/A
|
38K
$4.76M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-500- 8.47% |
N/A
|
5.4K
$676K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-505- 1.51% |
N/A
|
33K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-510- 18.44% |
N/A
|
2.26K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-516- 5.66% |
N/A
|
8.6K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-520- 6.1% |
N/A
|
8K
$1M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-526- 30.02% |
N/A
|
1.23K
$153K
|
|
|
May 09, 2024
Q1 2024
|
Torray LLC
|
SELL
|
- |
-528- 0.35% |
N/A
|
152K
$19M
|
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-538- 0.39% |
N/A
|
138K
$17.2M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-540- 0.05% |
N/A
|
1.17M
$146M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-541- 3.77% |
N/A
|
13.8K
$1.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-546- 14.39% |
N/A
|
3.25K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-562- 3.45% |
N/A
|
15.7K
$1.97M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-574- 17.79% |
N/A
|
2.65K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-580- 4.14% |
N/A
|
13.4K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-584- 26.65% |
N/A
|
1.61K
$201K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-601- 7.06% |
N/A
|
7.91K
$991K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-601- 50.04% |
N/A
|
600
$75.1K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-603- 2.5% |
N/A
|
23.5K
$2.95M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-615- 8.88% |
N/A
|
6.31K
$790K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-620- 22.26% |
N/A
|
2.17K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-625- 5.75% |
N/A
|
10.2K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-632- 0.52% |
N/A
|
122K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-640- 14.76% |
N/A
|
3.7K
$463K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-641- 6.17% |
N/A
|
9.75K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-657- 20.58% |
N/A
|
2.54K
$317K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-663- 40.7% |
N/A
|
966
$121K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-669- 2.92% |
N/A
|
22.2K
$2.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-669- 4.38% |
N/A
|
14.6K
$1.83M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-670- 28.52% |
N/A
|
1.68K
$210K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-670- 0.87% |
N/A
|
75.9K
$9.5M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-673- 0.48% |
N/A
|
139K
$17.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-675- 0.44% |
N/A
|
152K
$19.1M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-683- 8.57% |
N/A
|
7.29K
$913K
|
|
|
May 14, 2024
Q1 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-713- 2.47% |
N/A
|
28.1K
$3.52M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-721- 28.33% |
N/A
|
1.82K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-728- 28.71% |
N/A
|
1.81K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-732- 7.48% |
N/A
|
9.05K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-733- 2.66% |
N/A
|
26.8K
$3.36M
|