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 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.09K- 13.73% |
N/A
|
6.85K
$857K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.1K- 0.77% |
N/A
|
141K
$17.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.13K- 2.39% |
N/A
|
46K
$5.76M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.15K- 2.26% |
N/A
|
49.6K
$6.21M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.18K- 11.47% |
N/A
|
9.13K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.19K- 26.76% |
N/A
|
3.26K
$409K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.21K- 43.41% |
N/A
|
1.57K
$197K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.21K- 1.61% |
N/A
|
74.2K
$9.29M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.22K- 6.71% |
N/A
|
17K
$2.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-1.22K- 2.32% |
N/A
|
51.3K
$6.42M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.24K- 4.49% |
N/A
|
26.3K
$3.29M
|
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.25K- 15.3% |
N/A
|
6.93K
$868K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.26K- 23.02% |
N/A
|
4.2K
$525K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.27K- 49.26% |
N/A
|
1.31K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.29K- 2.56% |
N/A
|
49.1K
$6.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.3K- 1.03% |
N/A
|
124K
$15.5M
|
|
|
May 10, 2024
Q1 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-1.3K- 0.17% |
N/A
|
773K
$96.8M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.32K- 23.26% |
N/A
|
4.35K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.39K- 12.27% |
N/A
|
9.96K
$1.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.4K- 3.86% |
N/A
|
34.9K
$4.37M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.41K- 9.16% |
N/A
|
14K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.41K- 2.31% |
N/A
|
59.8K
$7.48M
|
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.43K- 3.52% |
N/A
|
39.1K
$4.89M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.47K- 7.57% |
N/A
|
17.9K
$2.24M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.49K- 3.24% |
N/A
|
44.6K
$5.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.5K- 3.14% |
N/A
|
46.2K
$5.78M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.5K- 7.74% |
N/A
|
17.9K
$2.24M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.5K- 25.32% |
N/A
|
4.43K
$555K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.52K- 3.13% |
N/A
|
47.2K
$5.91M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.54K- 2.17% |
N/A
|
69.3K
$8.68M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.58K- 7.37% |
N/A
|
19.8K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-1.59K- 8.47% |
N/A
|
17.2K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.59K- 1.98% |
N/A
|
78.7K
$9.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.61K- 29.21% |
N/A
|
3.9K
$488K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-1.62K- 5.97% |
N/A
|
25.5K
$3.2M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.64K- 3.42% |
N/A
|
46.4K
$5.81M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.65K- 0.77% |
N/A
|
211K
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.65K- 0.17% |
N/A
|
986K
$123M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.65K- 3.39% |
N/A
|
47K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.66K- 5.91% |
N/A
|
26.5K
$3.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.67K- 4.11% |
N/A
|
38.8K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.71K- 2.39% |
N/A
|
69.8K
$8.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.71K- 2.11% |
N/A
|
79.2K
$9.92M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.74K- 6.03% |
N/A
|
27.1K
$3.39M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-1.76K- 1.35% |
N/A
|
129K
$16.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.77K- 7.8% |
N/A
|
20.9K
$2.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.77K- 21.64% |
N/A
|
6.42K
$804K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.8K- 1.02% |
N/A
|
174K
$21.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-1.81K- 3.33% |
N/A
|
52.6K
$6.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.84K- 2.6% |
N/A
|
68.9K
$8.62M
|