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 22, 2023
Q3 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-3- 0.03% |
$371 - $390
|
9.04K
$1.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-4- 0.18% |
$494 - $520
|
2.2K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 0.68% |
$494 - $520
|
587
$73.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
SELL
|
- |
-4- 0.17% |
$494 - $520
|
2.37K
$296K
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-5- 0.13% |
$618 - $650
|
3.86K
$483K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-5- 0.02% |
$618 - $650
|
32.2K
$4.03M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5- 1.47% |
$618 - $650
|
334
$41.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9- 0.07% |
$1.11K - $1.17K
|
12.2K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-10- 0.51% |
$1.24K - $1.3K
|
1.95K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-10- 0.4% |
$1.24K - $1.3K
|
2.52K
$315K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-11- 6.88% |
$1.36K - $1.43K
|
149
$18.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-12- 0.03% |
$1.48K - $1.56K
|
43.4K
$5.43M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-12- 0.4% |
$1.48K - $1.56K
|
3K
$376K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-13- 0.3% |
$1.61K - $1.69K
|
4.39K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-13- 0.13% |
$1.61K - $1.69K
|
10K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-13- 0.41% |
$1.61K - $1.69K
|
3.13K
$391K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 10.0% |
$1.61K - $1.69K
|
117
$14.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-15- 0.7% |
$1.85K - $1.95K
|
2.13K
$267K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-15- 5.73% |
$1.85K - $1.95K
|
247
$30.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-15- 0.5% |
$1.85K - $1.95K
|
2.99K
$375K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-16- 0.74% |
$1.98K - $2.08K
|
2.13K
$267K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-16- 0.66% |
$1.98K - $2.08K
|
2.41K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 2.23% |
$1.98K - $2.08K
|
702
$87.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-17- 0.14% |
$2.1K - $2.21K
|
12.2K
$1.53M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-17- 0.37% |
$2.1K - $2.21K
|
4.62K
$578K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 6.64% |
$2.22K - $2.34K
|
253
$31.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-18- 0.76% |
$2.22K - $2.34K
|
2.34K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-18- 0.21% |
$2.22K - $2.34K
|
8.62K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-19- 0.06% |
$2.35K - $2.47K
|
29.3K
$3.67M
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-20- 0.02% |
$2.47K - $2.6K
|
89.2K
$11.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-20- 0.57% |
$2.47K - $2.6K
|
3.5K
$438K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20- 2.93% |
$2.47K - $2.6K
|
662
$82.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
SELL
|
- |
-20- 0.07% |
$2.47K - $2.6K
|
27.5K
$3.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-21- 0.15% |
$2.59K - $2.73K
|
13.8K
$1.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-23- 0.76% |
$2.84K - $2.99K
|
3K
$376K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-23- 0.26% |
$2.84K - $2.99K
|
8.82K
$1.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-24- 0.89% |
$2.96K - $3.12K
|
2.68K
$336K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-25- 0.49% |
$3.09K - $3.25K
|
5.11K
$640K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-29- 0.96% |
$3.58K - $3.77K
|
2.98K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-29- 0.31% |
$3.58K - $3.77K
|
9.42K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30- 0.63% |
$3.71K - $3.9K
|
4.73K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-30- 13.51% |
$3.71K - $3.9K
|
192
$24K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-31- 0.69% |
$3.83K - $4.03K
|
4.45K
$557K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-32- 0.17% |
$3.95K - $4.16K
|
19.3K
$2.41M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-34- 0.45% |
$4.2K - $4.42K
|
7.49K
$938K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-35- 0.34% |
$4.32K - $4.55K
|
10.3K
$1.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-35- 1.7% |
$4.32K - $4.55K
|
2.03K
$254K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-35- 0.38% |
$4.32K - $4.55K
|
9.06K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-36- 0.16% |
$4.45K - $4.68K
|
22.7K
$2.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-37- 0.68% |
$4.57K - $4.81K
|
5.44K
$681K
|