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 14, 2024
Q1 2024
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-3.88K- 3.59% |
N/A
|
104K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-3.89K- 4.36% |
N/A
|
85.3K
$10.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.92K- 23.05% |
N/A
|
13.1K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.93KClosed |
N/A
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4K- 16.74% |
N/A
|
19.9K
$2.49M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4.07K- 7.14% |
N/A
|
52.9K
$6.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.11K- 74.19% |
N/A
|
1.43K
$179K
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-4.19K- 1.55% |
N/A
|
266K
$33.3M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.21K- 39.46% |
N/A
|
6.46K
$809K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-4.29K- 16.16% |
N/A
|
22.3K
$2.79M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-4.3K- 12.46% |
N/A
|
30.2K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.31K- 6.89% |
N/A
|
58.3K
$7.3M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.47K- 27.87% |
N/A
|
11.6K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.49K- 7.56% |
N/A
|
54.9K
$6.87M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-4.5K- 22.23% |
N/A
|
15.7K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-4.53K- 2.38% |
N/A
|
185K
$23.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
SELL
|
- |
-4.56K- 2.36% |
N/A
|
189K
$23.7M
|
|
|
May 07, 2024
Q1 2024
|
Windward Capital Management CO
|
SELL
|
- |
-4.63K- 2.08% |
N/A
|
218K
$27.2M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.68K- 7.74% |
N/A
|
55.8K
$6.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-4.76K- 2.09% |
N/A
|
223K
$27.9M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.84K- 24.8% |
N/A
|
14.7K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.85K- 7.71% |
N/A
|
58K
$7.26M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.96K- 29.5% |
N/A
|
11.9K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5.01K- 20.3% |
N/A
|
19.7K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-5.01K- 57.35% |
N/A
|
3.73K
$466K
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-5.04K- 1.47% |
N/A
|
338K
$42.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-5.04K- 25.51% |
N/A
|
14.7K
$1.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-5.25K- 11.17% |
N/A
|
41.8K
$5.23M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.27K- 3.04% |
N/A
|
168K
$21M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-5.33K- 44.05% |
N/A
|
6.78K
$848K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-5.36K- 1.68% |
N/A
|
314K
$39.3M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-5.36K- 1.12% |
N/A
|
473K
$59.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.39K- 72.12% |
N/A
|
2.08K
$261K
|
|
|
May 03, 2024
Q1 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-5.41K- 2.18% |
N/A
|
243K
$30.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-5.53K- 2.58% |
N/A
|
209K
$26.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.54K- 7.09% |
N/A
|
72.5K
$9.08M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.62K- 40.1% |
N/A
|
8.4K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-5.63K- 43.78% |
N/A
|
7.24K
$906K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-5.75K- 20.0% |
N/A
|
23K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.12K- 14.91% |
N/A
|
34.9K
$4.38M
|
|
|
May 15, 2024
Q1 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-6.46K- 1.44% |
N/A
|
442K
$55.3M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.51K- 2.99% |
N/A
|
211K
$26.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-6.63K- 2.28% |
N/A
|
285K
$35.6M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-6.79K- 7.63% |
N/A
|
82.2K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
SELL
|
- |
-6.9K- 82.26% |
N/A
|
1.49K
$186K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.91K- 52.68% |
N/A
|
6.21K
$777K
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-6.98K- 36.98% |
N/A
|
11.9K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Freemont Management S.A.
|
SELL
|
- |
-7.3K- 23.78% |
N/A
|
23.4K
$2.93M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.32K- 12.95% |
N/A
|
49.2K
$6.16M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-7.32K- 7.07% |
N/A
|
96.2K
$12M
|