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 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.19K+ 2.82% |
N/A
|
43.4K
$5.44M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.18K+ 42.67% |
N/A
|
3.95K
$495K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.16K+ 14.42% |
N/A
|
9.24K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Palmer Knight CO
|
BUY
|
- |
1.16K+ 2.43% |
N/A
|
48.8K
$6.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15K+ 6.48% |
N/A
|
18.9K
$2.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$141K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.12K+ 33.78% |
N/A
|
4.43K
$555K
|
|
|
May 07, 2024
Q1 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
1.12K+ 1.69% |
N/A
|
67K
$8.39M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.1K+ 11.35% |
N/A
|
10.8K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.1K+ 4.7% |
N/A
|
24.5K
$3.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.1K+ 57.5% |
N/A
|
3K
$376K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 48.37% |
N/A
|
3.36K
$421K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.09K+ 0.59% |
N/A
|
185K
$23.2M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.07K+ 9.4% |
N/A
|
12.5K
$1.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.03K+ 0.38% |
N/A
|
274K
$34.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
1K+ 0.91% |
N/A
|
111K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
991+ 1.92% |
N/A
|
52.7K
$6.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
980New |
N/A
|
980
$123K
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
979+ 93.95% |
N/A
|
2.02K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
976+ 8.65% |
N/A
|
12.3K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
975+ 2.0% |
N/A
|
49.6K
$6.21M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
972+ 2.92% |
N/A
|
34.3K
$4.3M
|
|
|
May 15, 2024
Q1 2024
|
Sora Investors LLC
Bryn Mawr, PA |
BUY
|
- |
969+ 0.59% |
N/A
|
166K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
966+ 2.9% |
N/A
|
34.3K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
963+ 22.58% |
N/A
|
5.23K
$655K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
956+ 2.47% |
N/A
|
39.7K
$4.97M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
954+ 36.16% |
N/A
|
3.59K
$450K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
951+ 1.09% |
N/A
|
88K
$11M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
923+ 1.19% |
N/A
|
78.8K
$9.87M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
900+ 7.22% |
N/A
|
13.4K
$1.67M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
890+ 2.44% |
N/A
|
37.4K
$4.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
869+ 0.16% |
N/A
|
529K
$66.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
866+ 1.46% |
N/A
|
60.2K
$7.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
844+ 13.47% |
N/A
|
7.11K
$890K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
844+ 11.91% |
N/A
|
7.93K
$993K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
835+ 7.45% |
N/A
|
12K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
824+ 1.14% |
N/A
|
72.8K
$9.12M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
807+ 34.65% |
N/A
|
3.14K
$393K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
797New |
N/A
|
797
$99.8K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
793New |
N/A
|
793
$99.3K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
778+ 3.21% |
N/A
|
25K
$3.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
776+ 4.05% |
N/A
|
19.9K
$2.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
774+ 5.36% |
N/A
|
15.2K
$1.9M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
768+ 20.82% |
N/A
|
4.46K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
750+ 5.67% |
N/A
|
14K
$1.75M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
747+ 7.35% |
N/A
|
10.9K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
726+ 12.54% |
N/A
|
6.52K
$816K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
723+ 0.42% |
N/A
|
172K
$21.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
717+ 5.54% |
N/A
|
13.7K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
716+ 30.36% |
N/A
|
3.07K
$385K
|