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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-584- 2.77% |
$72.1K - $76K
|
20.5K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-585- 3.36% |
$72.3K - $76.1K
|
16.8K
$2.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-598- 14.07% |
$73.9K - $77.8K
|
3.65K
$457K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-599- 2.0% |
$74K - $77.9K
|
29.3K
$3.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-600- 9.23% |
$74.1K - $78K
|
5.9K
$739K
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-608- 1.44% |
$75.1K - $79.1K
|
41.6K
$5.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-609- 13.22% |
$75.2K - $79.2K
|
4K
$500K
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-610- 0.6% |
$75.3K - $79.3K
|
102K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-616- 11.86% |
$76.1K - $80.1K
|
4.58K
$573K
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-624- 6.89% |
$77.1K - $81.2K
|
8.44K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-635- 5.8% |
$78.4K - $82.6K
|
10.3K
$1.29M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-635- 5.8% |
$78.4K - $82.6K
|
10.3K
$1.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-642- 19.18% |
$79.3K - $83.5K
|
2.71K
$339K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-642- 4.69% |
$79.3K - $83.5K
|
13K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-646- 3.62% |
$79.8K - $84K
|
17.2K
$2.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-648- 10.12% |
$80K - $84.3K
|
5.76K
$721K
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-650- 17.38% |
$80.3K - $84.5K
|
3.09K
$387K
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-662- 1.43% |
$81.8K - $86.1K
|
45.7K
$5.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-663- 0.55% |
$81.9K - $86.2K
|
120K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-666- 2.05% |
$82.3K - $86.6K
|
31.8K
$3.98M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-677- 12.75% |
$83.6K - $88.1K
|
4.63K
$580K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-678- 18.49% |
$83.7K - $88.2K
|
2.99K
$374K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-678- 9.4% |
$83.7K - $88.2K
|
6.53K
$818K
|
|
|
Nov 06, 2023
Q3 2023
|
Brooktree Capital Management
|
SELL
|
- |
-686- 1.25% |
$84.7K - $89.2K
|
54.3K
$6.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-688- 0.28% |
$85K - $89.5K
|
249K
$31.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-691- 2.4% |
$85.3K - $89.9K
|
28.1K
$3.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-699- 5.22% |
$86.3K - $90.9K
|
12.7K
$1.59M
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-700- 4.41% |
$86.5K - $91K
|
15.2K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-708- 9.24% |
$87.4K - $92.1K
|
6.96K
$871K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-709- 5.61% |
$87.6K - $92.2K
|
11.9K
$1.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-710- 1.23% |
$87.7K - $92.3K
|
57.2K
$7.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-717- 1.14% |
$88.6K - $93.3K
|
62.1K
$7.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-728- 2.44% |
$89.9K - $94.7K
|
29.1K
$3.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-734- 10.75% |
$90.7K - $95.5K
|
6.09K
$763K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-738- 4.44% |
$91.2K - $96K
|
15.9K
$1.99M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-741- 3.32% |
$91.5K - $96.4K
|
21.6K
$2.71M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-760- 0.92% |
$93.9K - $98.8K
|
81.4K
$10.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-762- 58.39% |
$94.1K - $99.1K
|
543
$68K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-766- 4.19% |
$94.6K - $99.6K
|
17.5K
$2.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-766- 2.43% |
$94.6K - $99.6K
|
30.8K
$3.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-785- 1.93% |
$97K - $102K
|
39.9K
$5M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-789- 9.83% |
$97.4K - $103K
|
7.24K
$906K
|
|
|
Nov 13, 2023
Q3 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-795- 6.56% |
$98.2K - $103K
|
11.3K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-800- 0.76% |
$98.8K - $104K
|
105K
$13.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-802- 5.66% |
$99.1K - $104K
|
13.4K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-820- 0.78% |
$101K - $107K
|
104K
$13.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-835- 1.24% |
$103K - $109K
|
66.3K
$8.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-845- 0.8% |
$104K - $110K
|
105K
$13.1M
|
|
|
Oct 06, 2023
Q3 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-846- 1.81% |
$104K - $110K
|
45.8K
$5.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-856- 11.52% |
$106K - $111K
|
6.57K
$823K
|