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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.72KNew |
N/A
|
2.72K
$340K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.71KNew |
N/A
|
2.71K
$339K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
2.7K+ 65.41% |
N/A
|
6.83K
$855K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2.7K+ 14.09% |
N/A
|
21.9K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.7K+ 22.88% |
N/A
|
14.5K
$1.82M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.68K+ 0.39% |
N/A
|
690K
$86.4M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.64K+ 23.28% |
N/A
|
14K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.59KNew |
N/A
|
2.59K
$324K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.56KNew |
N/A
|
2.56K
$321K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.52K+ 7.41% |
N/A
|
36.5K
$4.57M
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.45K+ 25.68% |
N/A
|
12K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.43KNew |
N/A
|
2.43K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.42K+ 5.6% |
N/A
|
45.7K
$5.72M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.42KNew |
N/A
|
2.42K
$303K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.4K+ 7.47% |
N/A
|
34.5K
$4.32M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.38K+ 45.46% |
N/A
|
7.63K
$955K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.37K+ 1.27% |
N/A
|
189K
$23.7M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.36K+ 38.75% |
N/A
|
8.45K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
2.29KNew |
N/A
|
2.29K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.27KNew |
N/A
|
2.27K
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
2.27KNew |
N/A
|
2.27K
$284K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.27K+ 1.7% |
N/A
|
135K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.23K+ 2.13% |
N/A
|
107K
$13.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.18KNew |
N/A
|
2.18K
$273K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$269K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.14K+ 76.97% |
N/A
|
4.91K
$615K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$267K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.1KNew |
N/A
|
2.1K
$263K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.1KNew |
N/A
|
2.1K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.1K+ 1.86% |
N/A
|
115K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.1KNew |
N/A
|
2.1K
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
2.09K+ 14.12% |
N/A
|
16.9K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 107.78% |
N/A
|
3.93K
$491K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
2.02K+ 2.81% |
N/A
|
73.7K
$9.23M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.01KNew |
N/A
|
2.01K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$249K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.96K+ 34.41% |
N/A
|
7.66K
$959K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.91K+ 8.95% |
N/A
|
23.3K
$2.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
1.9KNew |
N/A
|
1.9K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.9K+ 41.75% |
N/A
|
6.45K
$807K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.9KNew |
N/A
|
1.9K
$237K
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.87KNew |
N/A
|
1.87K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.87K+ 8.06% |
N/A
|
25.1K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
1.87K+ 4.56% |
N/A
|
42.9K
$5.37M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.86K+ 7.33% |
N/A
|
27.2K
$3.4M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.83KNew |
N/A
|
1.83K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.78KNew |
N/A
|
1.78K
$223K
|