Purchases and Sales Made in Q3 2023 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
501+ 23.71% |
$61.9K - $65.2K
|
2.61K
$327K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
500+ 7.43% |
$61.8K - $65K
|
7.23K
$905K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
500+ 21.55% |
$61.8K - $65K
|
2.82K
$353K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
498+ 12.16% |
$61.5K - $64.8K
|
4.59K
$575K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
496+ 6.11% |
$61.3K - $64.5K
|
8.62K
$1.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
490+ 1.4% |
$60.5K - $63.7K
|
35.6K
$4.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
483+ 20.98% |
$59.7K - $62.8K
|
2.79K
$349K
|
|
|
Jan 25, 2024
Q3 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
479+ 4.31% |
$59.2K - $62.3K
|
11.6K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
474+ 14.31% |
$58.5K - $61.6K
|
3.79K
$474K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
470+ 1.46% |
$58K - $61.1K
|
32.7K
$4.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
467New |
$57.7K - $60.7K
|
467
$58.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
455+ 1.2% |
$56.2K - $59.2K
|
38.4K
$4.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
454+ 4.42% |
$56.1K - $59K
|
10.7K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
454+ 0.51% |
$56.1K - $59K
|
89.2K
$11.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
453+ 431.43% |
$56K - $58.9K
|
558
$69.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
451+ 2.56% |
$55.7K - $58.7K
|
18.1K
$2.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
445+ 0.49% |
$55K - $57.9K
|
90.4K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
441+ 5.57% |
$54.5K - $57.4K
|
8.36K
$1.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
439+ 14.31% |
$54.2K - $57.1K
|
3.51K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
428+ 4.78% |
$52.9K - $55.7K
|
9.39K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
425+ 11.75% |
$52.5K - $55.3K
|
4.04K
$506K
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
418+ 1.1% |
$51.6K - $54.4K
|
38.4K
$4.8M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
389+ 4.99% |
$48K - $50.6K
|
8.18K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
387+ 22.15% |
$47.8K - $50.3K
|
2.13K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Page Arthur B
|
BUY
|
- |
380+ 1.32% |
$46.9K - $49.4K
|
29.2K
$3.66M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
379+ 16.48% |
$46.8K - $49.3K
|
2.68K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
375+ 2205.88% |
$46.3K - $48.8K
|
392
$49.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
372+ 17.21% |
$45.9K - $48.4K
|
2.53K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
364+ 6.76% |
$45K - $47.3K
|
5.75K
$720K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
358+ 14.56% |
$44.2K - $46.6K
|
2.82K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
BUY
|
- |
355+ 0.4% |
$43.8K - $46.2K
|
89.5K
$11.2M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
355+ 16.88% |
$43.8K - $46.2K
|
2.46K
$308K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
352+ 20.08% |
$43.5K - $45.8K
|
2.11K
$264K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
350+ 8.55% |
$43.2K - $45.5K
|
4.44K
$556K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
349New |
$43.1K - $45.4K
|
349
$43.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
347+ 1.77% |
$42.9K - $45.1K
|
19.9K
$2.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
346+ 10.13% |
$42.7K - $45K
|
3.76K
$471K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
332+ 17.36% |
$41K - $43.2K
|
2.24K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
329+ 24.83% |
$40.6K - $42.8K
|
1.65K
$207K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
326+ 2.06% |
$40.3K - $42.4K
|
16.1K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
325+ 3.01% |
$40.1K - $42.3K
|
11.1K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
318+ 2.94% |
$39.3K - $41.4K
|
11.1K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
315+ 2.66% |
$38.9K - $41K
|
12.1K
$1.52M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
315+ 1.2% |
$38.9K - $41K
|
26.6K
$3.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
308+ 10.21% |
$38K - $40.1K
|
3.33K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
306+ 0.11% |
$37.8K - $39.8K
|
275K
$34.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
300+ 18.73% |
$37.1K - $39K
|
1.9K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
300+ 10.48% |
$37.1K - $39K
|
3.16K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
BUY
|
- |
300+ 0.37% |
$37.1K - $39K
|
80.4K
$10.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
295+ 1.48% |
$36.4K - $38.4K
|
20.2K
$2.53M
|