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 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.8KNew |
N/A
|
4.8K
$600K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.79KNew |
N/A
|
4.79K
$600K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.7K+ 7.97% |
N/A
|
63.7K
$7.98M
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
4.7K+ 2.21% |
N/A
|
218K
$27.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.68K+ 8.86% |
N/A
|
57.5K
$7.2M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.61K+ 15.69% |
N/A
|
34K
$4.25M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4.49K+ 56.89% |
N/A
|
12.4K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4.49KNew |
N/A
|
4.49K
$562K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.39K+ 4.01% |
N/A
|
114K
$14.3M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
4.39K+ 9.36% |
N/A
|
51.3K
$6.42M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.14K+ 19.79% |
N/A
|
25K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.12K+ 11.01% |
N/A
|
41.6K
$5.2M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
4.06K+ 3.95% |
N/A
|
107K
$13.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.04K+ 117.52% |
N/A
|
7.48K
$936K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.02K+ 0.93% |
N/A
|
435K
$54.5M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
4KNew |
N/A
|
4K
$501K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.95K+ 7.19% |
N/A
|
58.8K
$7.36M
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.8KNew |
N/A
|
3.8K
$476K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.72K+ 3.18% |
N/A
|
121K
$15.1M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.69K+ 5.14% |
N/A
|
75.4K
$9.44M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.69K+ 3.83% |
N/A
|
100K
$12.5M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.67K+ 6.09% |
N/A
|
63.9K
$8M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
3.62K+ 1.61% |
N/A
|
229K
$28.7M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.6K+ 7.16% |
N/A
|
53.9K
$6.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
3.55KNew |
N/A
|
3.55K
$444K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.51KNew |
N/A
|
3.51K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.48K+ 0.97% |
N/A
|
363K
$45.4M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.44K+ 495.24% |
N/A
|
4.13K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
3.25K+ 2.86% |
N/A
|
117K
$14.6M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.24KNew |
N/A
|
3.24K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.19KNew |
N/A
|
3.19K
$400K
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.19KNew |
N/A
|
3.19K
$399K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.18K+ 14.66% |
N/A
|
24.9K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.14K+ 21.86% |
N/A
|
17.5K
$2.19M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.1KNew |
N/A
|
3.1K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
3.1KNew |
N/A
|
3.1K
$388K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.08KNew |
N/A
|
3.08K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.05K+ 8.88% |
N/A
|
37.4K
$4.68M
|
|
|
May 15, 2024
Q1 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
3.02K+ 2.27% |
N/A
|
136K
$17M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3K+ 28.87% |
N/A
|
13.4K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.98K+ 6.19% |
N/A
|
51K
$6.39M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
2.97KNew |
N/A
|
2.97K
$371K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.93K+ 29.85% |
N/A
|
12.7K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.87KNew |
N/A
|
2.87K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.84KNew |
N/A
|
2.84K
$356K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.83K+ 6.57% |
N/A
|
45.9K
$5.74M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.82K+ 1.05% |
N/A
|
271K
$34M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.81K+ 15.54% |
N/A
|
20.9K
$2.62M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.76K+ 135.83% |
N/A
|
4.79K
$600K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.72K+ 34.19% |
N/A
|
10.7K
$1.33M
|