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 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-285- 3.42% |
N/A
|
8.04K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-287- 2.25% |
N/A
|
12.5K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-290- 13.81% |
N/A
|
1.81K
$227K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-297- 5.45% |
N/A
|
5.16K
$645K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-300- 1.24% |
N/A
|
23.8K
$2.98M
|
|
|
May 06, 2024
Q1 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-300- 0.33% |
N/A
|
90.8K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-300- 1.05% |
N/A
|
28.2K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-304- 1.08% |
N/A
|
27.8K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-305- 14.79% |
N/A
|
1.76K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-309- 2.48% |
N/A
|
12.1K
$1.52M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-330- 0.9% |
N/A
|
36.3K
$4.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-330- 15.82% |
N/A
|
1.76K
$220K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-332- 5.14% |
N/A
|
6.13K
$767K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-334- 6.49% |
N/A
|
4.82K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-336- 7.01% |
N/A
|
4.46K
$558K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-338- 3.36% |
N/A
|
9.72K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-342- 9.76% |
N/A
|
3.16K
$396K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-343- 5.41% |
N/A
|
6K
$751K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-345- 6.9% |
N/A
|
4.65K
$583K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-348- 3.39% |
N/A
|
9.93K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-349- 13.03% |
N/A
|
2.33K
$292K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-350- 55.12% |
N/A
|
285
$35.7K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-352- 6.48% |
N/A
|
5.08K
$636K
|
|
|
May 14, 2024
Q1 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-364- 0.42% |
N/A
|
86.5K
$10.8M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-371- 0.15% |
N/A
|
250K
$31.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-376- 8.46% |
N/A
|
4.07K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-382- 1.82% |
N/A
|
20.6K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-383- 0.13% |
N/A
|
284K
$35.6M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-385- 1.49% |
N/A
|
25.4K
$3.18M
|
|
|
May 10, 2024
Q1 2024
|
Torray LLC
|
SELL
|
- |
-399- 0.26% |
N/A
|
151K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-403- 0.7% |
N/A
|
57.5K
$7.2M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-404- 9.32% |
N/A
|
3.93K
$492K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-407- 2.77% |
N/A
|
14.3K
$1.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-422- 0.31% |
N/A
|
135K
$16.9M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-429- 0.36% |
N/A
|
118K
$14.8M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-435- 19.5% |
N/A
|
1.8K
$225K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-439- 5.78% |
N/A
|
7.15K
$896K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-444- 12.85% |
N/A
|
3.01K
$377K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-449- 22.24% |
N/A
|
1.57K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-454- 0.84% |
N/A
|
53.6K
$6.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-456- 3.42% |
N/A
|
12.9K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-458- 1.84% |
N/A
|
24.5K
$3.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-461- 1.03% |
N/A
|
44.1K
$5.52M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-487- 3.88% |
N/A
|
12.1K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-490- 2.13% |
N/A
|
22.5K
$2.82M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-492- 62.04% |
N/A
|
301
$37.7K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-495- 14.5% |
N/A
|
2.92K
$365K
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-500- 1.25% |
N/A
|
39.4K
$4.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-500- 12.35% |
N/A
|
3.55K
$444K
|
|
|
May 13, 2024
Q1 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-500- 24.24% |
N/A
|
1.56K
$196K
|