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
|
Steph & CO
|
SELL
|
- |
-383- 9.39% |
$47.3K - $49.8K
|
3.7K
$463K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-385- 4.6% |
$47.6K - $50.1K
|
7.98K
$999K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-389- 3.95% |
$48K - $50.6K
|
9.45K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-392- 0.76% |
$48.4K - $51K
|
51.4K
$6.43M
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-393- 0.37% |
$48.5K - $51.1K
|
105K
$13.2M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-400- 40.0% |
$49.4K - $52K
|
600
$75.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.05% |
$49.4K - $52K
|
37.8K
$4.73M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-400- 0.73% |
$49.4K - $52K
|
54.1K
$6.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-400- 3.48% |
$49.4K - $52K
|
11.1K
$1.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-400- 88.89% |
$49.4K - $52K
|
50
$6.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-400- 4.68% |
$49.4K - $52K
|
8.14K
$1.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-406- 1.71% |
$50.1K - $52.8K
|
23.3K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-410- 8.54% |
$50.6K - $53.3K
|
4.39K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-437- 5.89% |
$54K - $56.8K
|
6.98K
$874K
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-440- 2.3% |
$54.3K - $57.2K
|
18.7K
$2.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-444- 2.83% |
$54.8K - $57.7K
|
15.3K
$1.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-450- 0.97% |
$55.6K - $58.5K
|
46K
$5.76M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-452- 8.26% |
$55.8K - $58.8K
|
5.02K
$629K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-453- 6.76% |
$56K - $58.9K
|
6.24K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-456- 3.31% |
$56.3K - $59.3K
|
13.3K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-461- 12.55% |
$56.9K - $60K
|
3.21K
$402K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-471- 1.1% |
$58.2K - $61.3K
|
42.5K
$5.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-475- 0.96% |
$58.7K - $61.8K
|
48.8K
$6.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-479- 0.86% |
$59.2K - $62.3K
|
54.9K
$6.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-484- 0.67% |
$59.8K - $62.9K
|
72K
$9.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-487- 1.23% |
$60.1K - $63.3K
|
39K
$4.88M
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-490- 1.23% |
$60.5K - $63.7K
|
39.4K
$4.94M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-499- 4.15% |
$61.6K - $64.9K
|
11.5K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-500- 16.78% |
$61.8K - $65K
|
2.48K
$310K
|
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-500- 0.72% |
$61.8K - $65K
|
69K
$8.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-500- 19.88% |
$61.8K - $65K
|
2.02K
$252K
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-502- 8.38% |
$62K - $65.3K
|
5.49K
$687K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-503- 1.62% |
$62.1K - $65.4K
|
30.5K
$3.82M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-506- 2.15% |
$62.5K - $65.8K
|
23K
$2.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-507- 2.01% |
$62.6K - $65.9K
|
24.7K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-510- 6.35% |
$63K - $66.3K
|
7.53K
$942K
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-515- 0.49% |
$63.6K - $67K
|
104K
$13M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-515- 0.49% |
$63.6K - $67K
|
104K
$13M
|
|
|
Oct 26, 2023
Q3 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-516- 0.37% |
$63.7K - $67.1K
|
139K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-525- 11.74% |
$64.8K - $68.3K
|
3.95K
$494K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-530- 1.14% |
$65.5K - $68.9K
|
46.1K
$5.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-539- 0.34% |
$66.6K - $70.1K
|
158K
$19.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-544- 26.72% |
$67.2K - $70.8K
|
1.49K
$187K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-552- 6.63% |
$68.2K - $71.8K
|
7.78K
$974K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-553- 0.21% |
$68.3K - $71.9K
|
269K
$33.6M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-559- 3.21% |
$69K - $72.7K
|
16.8K
$2.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-571- 0.7% |
$70.5K - $74.3K
|
80.8K
$10.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-575- 2.47% |
$71K - $74.8K
|
22.7K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-575- 2.36% |
$71K - $74.8K
|
23.8K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-584- 2.77% |
$72.1K - $76K
|
20.5K
$2.57M
|