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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.47K- 30.59% |
$146K - $174K
|
3.34K
$418K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.49K- 12.3% |
$148K - $176K
|
10.6K
$1.33M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.5K- 6.34% |
$149K - $177K
|
22.1K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-1.56K- 15.06% |
$155K - $184K
|
8.8K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.58K- 16.2% |
$157K - $187K
|
8.16K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.59K- 2.79% |
$158K - $187K
|
55.3K
$6.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.59K- 3.76% |
$158K - $188K
|
40.7K
$5.1M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 30.57% |
$160K - $191K
|
3.66K
$459K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.62K- 2.79% |
$161K - $191K
|
56.4K
$7.06M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.67K- 3.54% |
$166K - $197K
|
45.4K
$5.68M
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.68K- 3.45% |
$167K - $199K
|
47K
$5.88M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.7K- 1.19% |
$169K - $201K
|
141K
$17.7M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.77K- 4.58% |
$175K - $209K
|
36.8K
$4.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.83K- 1.7% |
$181K - $216K
|
106K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.83K- 1.65% |
$181K - $216K
|
109K
$13.7M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.84K- 1.64% |
$182K - $217K
|
110K
$13.8M
|
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-1.89K- 13.33% |
$188K - $224K
|
12.3K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.89K- 15.47% |
$188K - $224K
|
10.3K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.89K- 4.84% |
$188K - $224K
|
37.2K
$4.66M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.91K- 5.4% |
$190K - $226K
|
33.5K
$4.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-1.93K- 1.34% |
$192K - $228K
|
142K
$17.8M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.93K- 22.83% |
$192K - $229K
|
6.54K
$818K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.94K- 2.76% |
$193K - $229K
|
68.2K
$8.54M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.96K- 1.17% |
$195K - $232K
|
165K
$20.7M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.96K- 4.79% |
$195K - $232K
|
39.1K
$4.89M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.05K- 19.19% |
$203K - $242K
|
8.62K
$1.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.08K- 5.19% |
$207K - $246K
|
38.1K
$4.76M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.11K- 77.1% |
$210K - $250K
|
627
$78.5K
|
|
|
Sep 07, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-2.19K- 5.59% |
$218K - $259K
|
37K
$4.64M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.21K- 43.53% |
$219K - $261K
|
2.86K
$359K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.25K- 4.73% |
$223K - $266K
|
45.3K
$5.67M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.3K- 6.7% |
$229K - $272K
|
32K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.33K- 1.08% |
$231K - $275K
|
213K
$26.7M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.35K- 7.83% |
$233K - $277K
|
27.6K
$3.46M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.39K- 21.95% |
$237K - $282K
|
8.49K
$1.06M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.41K- 0.67% |
$239K - $284K
|
354K
$44.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-2.43K- 4.88% |
$241K - $287K
|
47.2K
$5.91M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.44K- 1.95% |
$243K - $289K
|
123K
$15.4M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.48K- 10.3% |
$247K - $293K
|
21.6K
$2.7M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.5K- 90.91% |
$249K - $296K
|
250
$31.3K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-2.56K- 2.71% |
$255K - $303K
|
92K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.58K- 9.6% |
$257K - $305K
|
24.3K
$3.05M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.62K- 12.88% |
$261K - $310K
|
17.7K
$2.22M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.65K- 0.36% |
$264K - $314K
|
730K
$91.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.68K- 4.37% |
$267K - $317K
|
58.7K
$7.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.69K- 18.96% |
$268K - $318K
|
11.5K
$1.44M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.71K- 2.8% |
$269K - $320K
|
94.1K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.72K- 3.8% |
$270K - $321K
|
68.8K
$8.61M
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.77K- 1.16% |
$275K - $327K
|
236K
$29.5M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.95K- 40.1% |
$293K - $349K
|
4.4K
$551K
|