Purchases and Sales Made in Q1 2023 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q1 2023. 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 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-886- 2.61% |
$88.1K - $105K
|
33K
$4.13M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-900- 2.97% |
$89.5K - $106K
|
29.4K
$3.68M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-900- 32.49% |
$89.5K - $106K
|
1.87K
$234K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-905- 16.1% |
$90K - $107K
|
4.72K
$590K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-908- 13.59% |
$90.3K - $107K
|
5.77K
$723K
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-920- 1.39% |
$91.4K - $109K
|
65.2K
$8.17M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-920Closed |
$91.4K - $109K
|
0
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-947- 76.43% |
$94.1K - $112K
|
292
$36.6K
|
|
|
May 05, 2023
Q1 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-958- 9.33% |
$95.2K - $113K
|
9.31K
$1.17M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-990- 6.79% |
$98.4K - $117K
|
13.6K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-994- 11.46% |
$98.8K - $118K
|
7.68K
$961K
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-1K- 1.07% |
$99.8K - $119K
|
92.6K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1.01K- 6.8% |
$100K - $119K
|
13.9K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.03K- 16.91% |
$103K - $122K
|
5.07K
$635K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.05K- 19.13% |
$104K - $124K
|
4.44K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.06K- 2.28% |
$105K - $125K
|
45.5K
$5.7M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.08K- 24.32% |
$108K - $128K
|
3.37K
$422K
|
|
|
May 05, 2023
Q1 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-1.1K- 20.37% |
$110K - $131K
|
4.32K
$540K
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.11K- 6.26% |
$110K - $131K
|
16.5K
$2.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.13K- 2.83% |
$113K - $134K
|
39K
$4.88M
|
|
|
Apr 25, 2023
Q1 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-1.15K- 0.64% |
$115K - $136K
|
180K
$22.5M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.15K- 10.26% |
$115K - $136K
|
10.1K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-1.18K- 3.55% |
$117K - $140K
|
32.1K
$4.02M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 22.73% |
$117K - $140K
|
4.02K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.18K- 7.39% |
$118K - $140K
|
14.8K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.19K- 25.77% |
$118K - $141K
|
3.43K
$429K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.2K- 2.77% |
$119K - $142K
|
42.1K
$5.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.21K- 2.24% |
$120K - $143K
|
52.8K
$6.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.22K- 16.41% |
$122K - $145K
|
6.24K
$781K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.24K- 18.44% |
$123K - $147K
|
5.49K
$687K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.24K- 2.2% |
$123K - $147K
|
55.2K
$6.9M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 41.34% |
$125K - $148K
|
1.78K
$223K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.27K- 16.35% |
$126K - $150K
|
6.48K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.27K- 8.95% |
$127K - $151K
|
13K
$1.62M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.28K- 3.45% |
$128K - $152K
|
35.9K
$4.5M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.29K- 4.6% |
$128K - $152K
|
26.7K
$3.34M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.3K- 2.21% |
$129K - $153K
|
57.2K
$7.17M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.31K- 4.42% |
$130K - $155K
|
28.3K
$3.54M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.32K- 18.72% |
$131K - $156K
|
5.73K
$718K
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.33K- 1.55% |
$132K - $157K
|
84.4K
$10.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.33K- 17.42% |
$132K - $157K
|
6.29K
$787K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.34K- 9.24% |
$133K - $158K
|
13.2K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-1.37K- 50.76% |
$136K - $162K
|
1.33K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.37K- 63.28% |
$136K - $162K
|
796
$99.7K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.37K- 1.39% |
$137K - $162K
|
97.2K
$12.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-1.38K- 0.78% |
$137K - $163K
|
175K
$21.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.39K- 5.75% |
$138K - $164K
|
22.8K
$2.85M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.42K- 1.92% |
$141K - $168K
|
72.7K
$9.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.43K- 9.68% |
$142K - $169K
|
13.3K
$1.67M
|
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.45K- 4.41% |
$144K - $171K
|
31.4K
$3.93M
|