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 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.75KNew |
N/A
|
1.75K
$220K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.75KNew |
N/A
|
1.75K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.75K+ 62.72% |
N/A
|
4.54K
$568K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.75K+ 532.62% |
N/A
|
2.08K
$260K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.74K+ 6.44% |
N/A
|
28.7K
$3.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.73K+ 0.22% |
N/A
|
780K
$97.6M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.72K+ 73.16% |
N/A
|
4.06K
$509K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$213K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.7K+ 66.04% |
N/A
|
4.27K
$534K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.69K+ 20.71% |
N/A
|
9.87K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
1.69K+ 1.33% |
N/A
|
129K
$16.1M
|
|
|
May 06, 2024
Q1 2024
|
Brooktree Capital Management
|
BUY
|
- |
1.68K+ 3.3% |
N/A
|
52.5K
$6.58M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.67KNew |
N/A
|
1.67K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.66KNew |
N/A
|
1.66K
$208K
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.66K+ 0.83% |
N/A
|
203K
$25.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
1.62KNew |
N/A
|
1.62K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.62K+ 3.04% |
N/A
|
54.8K
$6.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.61K+ 5.54% |
N/A
|
30.7K
$3.85M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.61K+ 254.03% |
N/A
|
2.24K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$201K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.61K+ 2.95% |
N/A
|
56K
$7.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$201K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$201K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$200K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.59KNew |
N/A
|
1.59K
$199K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.56K+ 4.57% |
N/A
|
35.8K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.56KNew |
N/A
|
1.56K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$193K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$193K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
1.53KNew |
N/A
|
1.53K
$192K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 6.34% |
N/A
|
25.7K
$3.21M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$189K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.5K+ 1.55% |
N/A
|
98.3K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.5K+ 7.05% |
N/A
|
22.8K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$188K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.5K+ 58.84% |
N/A
|
4.04K
$505K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.49KNew |
N/A
|
1.49K
$187K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.48K+ 8.37% |
N/A
|
19.2K
$2.41M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.48KNew |
N/A
|
1.48K
$186K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.48KNew |
N/A
|
1.48K
$186K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.48K+ 61.62% |
N/A
|
3.88K
$486K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.48K+ 32.45% |
N/A
|
6.02K
$754K
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
1.47KNew |
N/A
|
1.47K
$185K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.47KNew |
N/A
|
1.47K
$184K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.45KNew |
N/A
|
1.45K
$181K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.45K+ 3.53% |
N/A
|
42.4K
$5.31M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.44KNew |
N/A
|
1.44K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.44K+ 14.11% |
N/A
|
11.6K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$179K
|