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 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
127+ 2.44% |
$15.7K - $16.5K
|
5.34K
$668K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
121+ 0.16% |
$14.9K - $15.7K
|
77.4K
$9.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
121+ 2.27% |
$14.9K - $15.7K
|
5.44K
$681K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
117+ 3.24% |
$14.5K - $15.2K
|
3.72K
$466K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
107+ 2.38% |
$13.2K - $13.9K
|
4.6K
$575K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
105+ 3.96% |
$13K - $13.7K
|
2.76K
$345K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
102+ 2.68% |
$12.6K - $13.3K
|
3.92K
$490K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
101+ 2.51% |
$12.5K - $13.1K
|
4.13K
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
100+ 2.27% |
$12.4K - $13K
|
4.5K
$563K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
100+ 75.76% |
$12.4K - $13K
|
232
$29K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100+ 0.14% |
$12.4K - $13K
|
71.2K
$8.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
95+ 0.67% |
$11.7K - $12.4K
|
14.2K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
94+ 0.94% |
$11.6K - $12.2K
|
10.1K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
92+ 4.01% |
$11.4K - $12K
|
2.39K
$299K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
90+ 2.88% |
$11.1K - $11.7K
|
3.22K
$403K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
86New |
$10.6K - $11.2K
|
86
$10.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
86+ 15.96% |
$10.6K - $11.2K
|
625
$78.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
81+ 0.29% |
$10K - $10.5K
|
27.7K
$3.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
80+ 4.46% |
$9.88K - $10.4K
|
1.87K
$235K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
80+ 1.75% |
$9.88K - $10.4K
|
4.66K
$583K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
78+ 2.11% |
$9.63K - $10.1K
|
3.77K
$472K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
78+ 3.23% |
$9.63K - $10.1K
|
2.49K
$312K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
76+ 1.94% |
$9.39K - $9.88K
|
4K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
76+ 9.5% |
$9.39K - $9.88K
|
876
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
73+ 0.47% |
$9.02K - $9.49K
|
15.6K
$1.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
68+ 1.98% |
$8.4K - $8.84K
|
3.49K
$437K
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
64+ 0.59% |
$7.9K - $8.32K
|
10.9K
$1.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
64New |
$7.9K - $8.32K
|
64
$8.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
64+ 3.3% |
$7.9K - $8.32K
|
2.01K
$251K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
63+ 0.1% |
$7.78K - $8.19K
|
64.5K
$8.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62+ 3.18% |
$7.66K - $8.06K
|
2.01K
$252K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
58+ 0.95% |
$7.16K - $7.54K
|
6.16K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
58New |
$7.16K - $7.54K
|
58
$7.26K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
55+ 1.65% |
$6.79K - $7.15K
|
3.38K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
55+ 3.13% |
$6.79K - $7.15K
|
1.82K
$227K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
53+ 1766.67% |
$6.55K - $6.89K
|
56
$7.01K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
49+ 4.9% |
$6.05K - $6.37K
|
1.05K
$131K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
47+ 0.39% |
$5.8K - $6.11K
|
12.1K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
47+ 0.13% |
$5.8K - $6.11K
|
36.5K
$4.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
43+ 3.87% |
$5.31K - $5.59K
|
1.15K
$144K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
43+ 1.89% |
$5.31K - $5.59K
|
2.32K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
42+ 12.61% |
$5.19K - $5.46K
|
375
$47K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
40+ 0.3% |
$4.94K - $5.2K
|
13.5K
$1.68M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
40+ 0.66% |
$4.94K - $5.2K
|
6.09K
$762K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
40+ 0.3% |
$4.94K - $5.2K
|
13.2K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
40New |
$4.94K - $5.2K
|
40
$5.01K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
40+ 1.77% |
$4.94K - $5.2K
|
2.3K
$288K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
36+ 2.33% |
$4.45K - $4.68K
|
1.58K
$198K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
35+ 1.51% |
$4.32K - $4.55K
|
2.36K
$295K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
33+ 0.25% |
$4.08K - $4.29K
|
13.2K
$1.65M
|