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 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30+ 81.08% |
$3.71K - $3.9K
|
67
$8.39K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
BUY
|
- |
30+ 0.36% |
$3.71K - $3.9K
|
8.41K
$1.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
28+ 1.08% |
$3.46K - $3.64K
|
2.63K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
28+ 0.11% |
$3.46K - $3.64K
|
24.9K
$3.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
27+ 0.64% |
$3.33K - $3.51K
|
4.27K
$535K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
26+ 1.23% |
$3.21K - $3.38K
|
2.14K
$268K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
24+ 0.52% |
$2.96K - $3.12K
|
4.64K
$581K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
22+ 0.72% |
$2.72K - $2.86K
|
3.07K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
22+ 0.25% |
$2.72K - $2.86K
|
8.75K
$1.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
22+ 0.57% |
$2.72K - $2.86K
|
3.88K
$486K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
20+ 0.19% |
$2.47K - $2.6K
|
10.7K
$1.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20+ 1.02% |
$2.47K - $2.6K
|
1.99K
$249K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
20+ 2.81% |
$2.47K - $2.6K
|
732
$91.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
18+ 0.19% |
$2.22K - $2.34K
|
9.74K
$1.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 0.79% |
$2.22K - $2.34K
|
2.29K
$286K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
17+ 0.37% |
$2.1K - $2.21K
|
4.56K
$571K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
16+ 0.92% |
$1.98K - $2.08K
|
1.76K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Eulav Asset Management
|
BUY
|
- |
16+ 0.05% |
$1.98K - $2.08K
|
32.8K
$4.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
16+ 0.18% |
$1.98K - $2.08K
|
8.75K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
15+ 0.06% |
$1.85K - $1.95K
|
24.9K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
15+ 0.65% |
$1.85K - $1.95K
|
2.31K
$289K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
14+ 0.89% |
$1.73K - $1.82K
|
1.58K
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
14New |
$1.73K - $1.82K
|
14
$1.75K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
13+ 0.03% |
$1.61K - $1.69K
|
38.4K
$4.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 5.16% |
$1.61K - $1.69K
|
265
$33.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
11+ 0.13% |
$1.36K - $1.43K
|
8.55K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10+ 0.22% |
$1.24K - $1.3K
|
4.5K
$564K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10New |
$1.24K - $1.3K
|
10
$1.25K
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
9New |
$1.11K - $1.17K
|
9
$1.13K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
9+ 0.21% |
$1.11K - $1.17K
|
4.25K
$533K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8+ 0.02% |
$988 - $1.04K
|
51.6K
$6.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
7+ 233.33% |
$865 - $910
|
10
$1.25K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.12% |
$741 - $780
|
5.21K
$652K
|
|
|
Oct 13, 2023
Q3 2023
|
Dudley & Shanley, Inc.
|
BUY
|
- |
5+ 0.0% |
$618 - $650
|
248K
$31M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 0.88% |
$618 - $650
|
570
$71.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 0.85% |
$618 - $650
|
591
$74K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 2.81% |
$618 - $650
|
183
$22.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4+ 0.2% |
$494 - $520
|
1.97K
$247K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$494 - $520
|
4
$501
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 9.38% |
$371 - $390
|
35
$4.38K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$247 - $260
|
2.96K
$371K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.07% |
$247 - $260
|
3.03K
$379K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.02% |
$124 - $130
|
4.2K
$526K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1+ 0.02% |
$124 - $130
|
5.44K
$681K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$124 - $130
|
10.8K
$1.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1+ 0.03% |
$124 - $130
|
2.96K
$371K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.05% |
$124 - $130
|
1.87K
$234K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2- 0.13% |
$247 - $260
|
1.55K
$194K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2- 0.1% |
$247 - $260
|
1.92K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 0.83% |
$247 - $260
|
238
$29.8K
|