Institutional Owners for FISV
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KEUDELL/MORRISON WEALTH MANAGEMENT | COM | 1851 | $281,089 | 2,116 | 0.00 | 0.00 | -25 | -1.17 | 12-31-2023 |
| STRATEGIC BLUEPRINT LLC | Stock | 1852 | $337,460 | 2,112 | 0.00 | 0.00 | 199 | 10.40 | 03-31-2024 |
| BARON WEALTH MANAGEMENT LLC | COM | 1853 | $238,233 | 2,109 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| WOODMONT INVESTMENT COUNSEL LLC | COM | 1854 | $336,261 | 2,104 | 0.00 | 2,104 | +Inf | 03-31-2024 |
