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 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-101- 3.72% |
$12.5K - $13.1K
|
2.62K
$328K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-104- 17.16% |
$12.8K - $13.5K
|
502
$62.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-105- 0.91% |
$13K - $13.7K
|
11.4K
$1.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-110- 1.21% |
$13.6K - $14.3K
|
9K
$1.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-110- 0.83% |
$13.6K - $14.3K
|
13.2K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-116- 0.34% |
$14.3K - $15.1K
|
34.2K
$4.28M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-116- 1.31% |
$14.3K - $15.1K
|
8.76K
$1.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-119- 2.26% |
$14.7K - $15.5K
|
5.15K
$645K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-120- 5.32% |
$14.8K - $15.6K
|
2.14K
$268K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-121- 5.14% |
$14.9K - $15.7K
|
2.23K
$280K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-123- 2.01% |
$15.2K - $16K
|
6.01K
$752K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-125- 5.59% |
$15.4K - $16.3K
|
2.11K
$264K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-125- 1.36% |
$15.4K - $16.3K
|
9.08K
$1.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-126Closed |
$15.6K - $16.4K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-128- 71.51% |
$15.8K - $16.6K
|
51
$6.39K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-133- 1.93% |
$16.4K - $17.3K
|
6.76K
$847K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-137- 2.31% |
$16.9K - $17.8K
|
5.8K
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-140- 6.27% |
$17.3K - $18.2K
|
2.09K
$262K
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-146- 0.2% |
$18K - $19K
|
71.2K
$8.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-147- 0.03% |
$18.2K - $19.1K
|
478K
$59.8M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-149- 0.26% |
$18.4K - $19.4K
|
56.8K
$7.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-150- 2.13% |
$18.5K - $19.5K
|
6.91K
$865K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-151- 4.88% |
$18.7K - $19.6K
|
2.94K
$368K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-151- 6.04% |
$18.7K - $19.6K
|
2.35K
$294K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-154- 1.48% |
$19K - $20K
|
10.3K
$1.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-158- 5.19% |
$19.5K - $20.5K
|
2.89K
$362K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-164- 1.58% |
$20.3K - $21.3K
|
10.2K
$1.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-164- 0.48% |
$20.3K - $21.3K
|
34K
$4.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-166- 2.7% |
$20.5K - $21.6K
|
5.98K
$749K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-167- 2.79% |
$20.6K - $21.7K
|
5.82K
$728K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-170- 2.98% |
$21K - $22.1K
|
5.53K
$693K
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-177- 4.2% |
$21.9K - $23K
|
4.03K
$505K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-181- 2.45% |
$22.4K - $23.5K
|
7.19K
$901K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-182- 2.24% |
$22.5K - $23.7K
|
7.94K
$994K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-185- 8.44% |
$22.8K - $24.1K
|
2.01K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-188- 3.91% |
$23.2K - $24.5K
|
4.62K
$578K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-190- 0.29% |
$23.5K - $24.7K
|
64.8K
$8.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-190- 2.41% |
$23.5K - $24.7K
|
7.7K
$963K
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-190- 31.93% |
$23.5K - $24.7K
|
405
$50.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-192- 8.71% |
$23.7K - $25K
|
2.01K
$252K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-197- 2.76% |
$24.3K - $25.6K
|
6.94K
$869K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-200- 7.42% |
$24.7K - $26K
|
2.5K
$312K
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-201- 3.75% |
$24.8K - $26.1K
|
5.17K
$647K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-208- 4.61% |
$25.7K - $27.1K
|
4.31K
$539K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-210- 2.7% |
$25.9K - $27.3K
|
7.57K
$947K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-210- 4.64% |
$25.9K - $27.3K
|
4.31K
$540K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-219- 0.44% |
$27K - $28.5K
|
49.4K
$6.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-219- 4.34% |
$27K - $28.5K
|
4.83K
$604K
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-220- 0.47% |
$27.2K - $28.6K
|
46.8K
$5.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-220- 0.19% |
$27.2K - $28.6K
|
116K
$14.5M
|