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 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-2.15K- 8.97% |
N/A
|
21.9K
$2.74M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.16K- 15.74% |
N/A
|
11.5K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.16K- 16.07% |
N/A
|
11.3K
$1.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.16K- 2.78% |
N/A
|
75.6K
$9.46M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.16K- 9.77% |
N/A
|
19.9K
$2.5M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2.16K- 3.83% |
N/A
|
54.3K
$6.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-2.21K- 32.93% |
N/A
|
4.51K
$565K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.27K- 30.78% |
N/A
|
5.1K
$638K
|
|
|
May 15, 2024
Q1 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-2.3K- 15.38% |
N/A
|
12.7K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.32K- 63.35% |
N/A
|
1.34K
$168K
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-2.32K- 13.41% |
N/A
|
15K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-2.34K- 12.0% |
N/A
|
17.2K
$2.15M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.39K- 23.31% |
N/A
|
7.86K
$984K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.39K- 54.87% |
N/A
|
1.97K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-2.41K- 2.0% |
N/A
|
118K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.44K- 5.08% |
N/A
|
45.6K
$5.71M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.48K- 11.39% |
N/A
|
19.3K
$2.41M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.58K- 96.05% |
N/A
|
106
$13.3K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.63K- 1.41% |
N/A
|
183K
$22.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.63K- 5.48% |
N/A
|
45.3K
$5.67M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.64K- 3.78% |
N/A
|
67.1K
$8.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.66K- 2.34% |
N/A
|
111K
$13.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.66K- 7.0% |
N/A
|
35.4K
$4.43M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.66K- 17.92% |
N/A
|
12.2K
$1.53M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-2.72K- 2.14% |
N/A
|
124K
$15.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.75K- 30.44% |
N/A
|
6.29K
$787K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.77K- 63.7% |
N/A
|
1.58K
$198K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.79K- 19.53% |
N/A
|
11.5K
$1.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.83K- 5.49% |
N/A
|
48.7K
$6.1M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.89K- 0.86% |
N/A
|
333K
$41.6M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.92K- 44.1% |
N/A
|
3.7K
$463K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-2.92K- 10.42% |
N/A
|
25.1K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 37.64% |
N/A
|
4.93K
$617K
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-2.98K- 1.96% |
N/A
|
149K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.1K- 0.84% |
N/A
|
365K
$45.7M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-3.11K- 2.45% |
N/A
|
124K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.14K- 76.79% |
N/A
|
948
$119K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.15K- 3.35% |
N/A
|
90.7K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.21K- 60.0% |
N/A
|
2.14K
$268K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-3.31K- 0.36% |
N/A
|
909K
$114M
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-3.35K- 4.75% |
N/A
|
67.2K
$8.41M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.38K- 77.96% |
N/A
|
956
$120K
|
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-3.4K- 3.49% |
N/A
|
93.9K
$11.8M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-3.43K- 6.58% |
N/A
|
48.8K
$6.11M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-3.46K- 23.03% |
N/A
|
11.6K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.6K- 25.96% |
N/A
|
10.3K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.63K- 48.86% |
N/A
|
3.8K
$476K
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-3.64K- 3.47% |
N/A
|
101K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-3.64K- 1.49% |
N/A
|
241K
$30.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-3.86K- 7.72% |
N/A
|
46.1K
$5.77M
|