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 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-225- 6.16% |
$27.8K - $29.3K
|
3.43K
$429K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-225- 6.16% |
$27.8K - $29.3K
|
3.43K
$429K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-227- 23.67% |
$28K - $29.5K
|
732
$91.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-230- 1.18% |
$28.4K - $29.9K
|
19.2K
$2.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-233- 0.62% |
$28.8K - $30.3K
|
37.3K
$4.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-240- 0.35% |
$29.6K - $31.2K
|
67.4K
$8.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-246- 4.31% |
$30.4K - $32K
|
5.46K
$683K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-259- 1.97% |
$32K - $33.7K
|
12.9K
$1.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-262- 4.84% |
$32.4K - $34.1K
|
5.15K
$645K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-263- 0.51% |
$32.5K - $34.2K
|
50.9K
$6.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-270- 4.6% |
$33.3K - $35.1K
|
5.6K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-276- 0.02% |
$34.1K - $35.9K
|
1.12M
$140M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-278- 7.26% |
$34.3K - $36.2K
|
3.55K
$444K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-278- 7.26% |
$34.3K - $36.2K
|
3.55K
$444K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-280- 3.44% |
$34.6K - $36.4K
|
7.86K
$983K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-282- 3.08% |
$34.8K - $36.7K
|
8.87K
$1.11M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-285- 10.06% |
$35.2K - $37.1K
|
2.55K
$319K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-285- 0.4% |
$35.2K - $37.1K
|
70.3K
$8.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-285- 0.92% |
$35.2K - $37.1K
|
30.8K
$3.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-286- 3.91% |
$35.3K - $37.2K
|
7.04K
$881K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-294- 4.29% |
$36.3K - $38.2K
|
6.56K
$821K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-295- 1.56% |
$36.4K - $38.4K
|
18.6K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-300- 2.26% |
$37.1K - $39K
|
13K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-301- 4.8% |
$37.2K - $39.1K
|
5.97K
$748K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-305- 17.18% |
$37.7K - $39.7K
|
1.47K
$184K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-307- 6.23% |
$37.9K - $39.9K
|
4.62K
$579K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-311- 3.33% |
$38.4K - $40.4K
|
9.04K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-311- 0.1% |
$38.4K - $40.4K
|
324K
$40.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-314- 1.76% |
$38.8K - $40.8K
|
17.5K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-321- 4.26% |
$39.6K - $41.7K
|
7.22K
$903K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-325- 7.03% |
$40.1K - $42.3K
|
4.3K
$538K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-328- 9.15% |
$40.5K - $42.7K
|
3.26K
$408K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-332- 0.74% |
$41K - $43.2K
|
44.8K
$5.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-333- 86.72% |
$41.1K - $43.3K
|
51
$6.39K
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-335- 1.06% |
$41.4K - $43.6K
|
31.3K
$3.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-335- 0.66% |
$41.4K - $43.6K
|
50.2K
$6.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-348- 0.89% |
$43K - $45.3K
|
38.7K
$4.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-349- 39.21% |
$43.1K - $45.4K
|
541
$67.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-350- 5.23% |
$43.2K - $45.5K
|
6.34K
$794K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-352- 3.04% |
$43.5K - $45.8K
|
11.2K
$1.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-354- 17.49% |
$43.7K - $46K
|
1.67K
$209K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-360- 1.07% |
$44.5K - $46.8K
|
33.4K
$4.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-366- 3.81% |
$45.2K - $47.6K
|
9.23K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-366- 0.93% |
$45.2K - $47.6K
|
38.9K
$4.86M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-367- 4.77% |
$45.3K - $47.7K
|
7.33K
$918K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-368- 1.55% |
$45.5K - $47.9K
|
23.4K
$2.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-371- 14.64% |
$45.8K - $48.3K
|
2.16K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-377- 4.31% |
$46.6K - $49K
|
8.37K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
SELL
|
- |
-378- 1.84% |
$46.7K - $49.2K
|
20.2K
$2.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-381- 4.93% |
$47.1K - $49.6K
|
7.35K
$920K
|