Purchases and Sales Made in Q3 2023 in Fiserv Inc (FISV)

FISV Quotes by TradingView

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 16, 2023 Q3 2023
Independence Bank Of Kentucky

BUY
 -
290
+ 24.07%
$35.8K - $37.7K
1.5K $187K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
286
+ 4.9%
$35.3K - $37.2K
6.13K $767K
Nov 14, 2023 Q3 2023
Quarry LP

New York, NY
BUY
 -
284
New
$35.1K - $36.9K
284 $35.6K
Oct 13, 2023 Q3 2023
Triad Investment Management

BUY
 -
266
+ 0.97%
$32.9K - $34.6K
27.7K $3.47M
Oct 30, 2023 Q3 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
262
+ 2.6%
$32.4K - $34.1K
10.3K $1.29M
Nov 08, 2023 Q3 2023
9258 Wealth Management, LLC

BUY
 -
259
+ 6.65%
$32K - $33.7K
4.16K $520K
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
256
+ 22.16%
$31.6K - $33.3K
1.41K $177K
Oct 18, 2023 Q3 2023
La Fleur & Godfrey LLC

BUY
 -
255
+ 1.37%
$31.5K - $33.2K
18.8K $2.35M
Nov 09, 2023 Q3 2023
Reynders Mc Veigh Capital Management, LLC

BUY
 -
253
+ 0.68%
$31.2K - $32.9K
37.4K $4.68M
Oct 30, 2023 Q3 2023
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
248
+ 1.7%
$30.6K - $32.3K
14.9K $1.86M
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
238
+ 3.54%
$29.4K - $31K
6.97K $872K
Oct 10, 2023 Q3 2023
Sabal Trust CO

BUY
 -
235
+ 2.53%
$29K - $30.6K
9.51K $1.19M
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
230
+ 48.63%
$28.4K - $29.9K
703 $88K
Nov 02, 2023 Q3 2023
Ofi Invest Asset Management

Paris, I0
BUY
 -
226
New
$27.9K - $29.4K
226 $28.3K
Oct 30, 2023 Q3 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
221
+ 10.94%
$27.3K - $28.7K
2.24K $281K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
214
+ 2.66%
$26.4K - $27.8K
8.26K $1.03M
Nov 13, 2023 Q3 2023
American Money Management, LLC

BUY
 -
213
+ 12.17%
$26.3K - $27.7K
1.96K $246K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
211
+ 6.92%
$26.1K - $27.4K
3.26K $408K
Nov 07, 2023 Q3 2023
Klcm Advisors, Inc.

BUY
 -
206
+ 1.08%
$25.4K - $26.8K
19.2K $2.41M
Oct 20, 2023 Q3 2023
Avestar Capital, LLC

BUY
 -
202
+ 12.1%
$24.9K - $26.3K
1.87K $234K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
202
+ 3.96%
$24.9K - $26.3K
5.3K $664K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
200
New
$24.7K - $26K
200 $25K
Oct 26, 2023 Q3 2023
Western Pacific Wealth Management, LP

BUY
 -
195
+ 11.0%
$24.1K - $25.4K
1.97K $246K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
188
+ 10.82%
$23.2K - $24.5K
1.93K $241K
Oct 25, 2023 Q3 2023
Everhart Financial Group, Inc.

BUY
 -
184
+ 10.99%
$22.7K - $23.9K
1.86K $233K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
177
+ 0.17%
$21.9K - $23K
107K $13.3M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
177
+ 0.47%
$21.9K - $23K
38.1K $4.77M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
174
+ 4.63%
$21.5K - $22.6K
3.93K $492K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
174
+ 4.63%
$21.5K - $22.6K
3.93K $492K
Nov 16, 2023 Q3 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
169
+ 4.31%
$20.9K - $22K
4.09K $512K
Nov 14, 2023 Q3 2023
Becker Capital Management Inc

BUY
 -
167
+ 5.15%
$20.6K - $21.7K
3.41K $427K
Oct 13, 2023 Q3 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
166
+ 6.76%
$20.5K - $21.6K
2.62K $328K
Oct 20, 2023 Q3 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
166
+ 6.01%
$20.5K - $21.6K
2.93K $367K
Nov 06, 2023 Q3 2023
Wambolt & Associates, LLC

BUY
 -
165
+ 5.73%
$20.4K - $21.5K
3.04K $381K
Oct 31, 2023 Q3 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
161
+ 4.88%
$19.9K - $20.9K
3.46K $433K
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
154
+ 320.83%
$19K - $20K
202 $25.3K
Oct 31, 2023 Q3 2023
Resonant Capital Advisors, LLC

BUY
 -
153
+ 7.37%
$18.9K - $19.9K
2.23K $279K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
149
+ 45.43%
$18.4K - $19.4K
477 $59.7K
Nov 14, 2023 Q3 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
148
+ 2.61%
$18.3K - $19.2K
5.82K $729K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
147
+ 0.96%
$18.2K - $19.1K
15.4K $1.93M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
147
+ 2.95%
$18.2K - $19.1K
5.13K $642K
Oct 27, 2023 Q3 2023
Angeles Wealth Management, LLC

BUY
 -
145
+ 8.13%
$17.9K - $18.9K
1.93K $241K
Oct 19, 2023 Q3 2023
Mill Capital Management, LLC

BUY
 -
141
+ 0.1%
$17.4K - $18.3K
135K $17M
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
135
+ 5.59%
$16.7K - $17.6K
2.55K $319K
Oct 10, 2023 Q3 2023
Outlook Wealth Advisors, LLC

BUY
 -
131
+ 2.46%
$16.2K - $17K
5.45K $682K
Nov 07, 2023 Q3 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
131
+ 5.42%
$16.2K - $17K
2.55K $319K
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

Track Institutional and Insider Activities on FISV

Follow FISERV INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FISV shares.

Notify only if

Insider Trading

Get notified when an Fiserv Inc insider buys or sells FISV shares.

Notify only if

News

Receive news related to FISERV INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FISV