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 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-883- 0.03% |
$109K - $115K
|
3.02M
$379M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-887- 6.2% |
$110K - $115K
|
13.4K
$1.68M
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-891- 1.85% |
$110K - $116K
|
47.2K
$5.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-907- 31.6% |
$112K - $118K
|
1.96K
$246K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-915- 3.56% |
$113K - $119K
|
24.8K
$3.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-927- 20.75% |
$114K - $121K
|
3.54K
$443K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-946- 1.45% |
$117K - $123K
|
64.2K
$8.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-956- 7.43% |
$118K - $124K
|
11.9K
$1.49M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-969- 2.21% |
$120K - $126K
|
42.9K
$5.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-990- 16.87% |
$122K - $129K
|
4.88K
$611K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1K- 21.53% |
$124K - $130K
|
3.65K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.01K- 17.05% |
$124K - $131K
|
4.9K
$614K
|
|
|
Nov 14, 2023
Q3 2023
|
Soros Capital Management LLC
New York, NY |
SELL
|
- |
-1.07K- 2.41% |
$132K - $139K
|
43.3K
$5.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.07K- 0.86% |
$132K - $139K
|
124K
$15.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.11K- 12.05% |
$137K - $144K
|
8.09K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.12K- 15.19% |
$138K - $145K
|
6.24K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.13K- 3.92% |
$140K - $147K
|
27.7K
$3.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.14K- 0.49% |
$141K - $149K
|
232K
$29M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-1.15K- 37.17% |
$142K - $150K
|
1.94K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.15K- 7.79% |
$142K - $150K
|
13.6K
$1.7M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-1.17K- 72.52% |
$144K - $152K
|
443
$55.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.19K- 2.83% |
$147K - $155K
|
40.9K
$5.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.2K- 16.98% |
$148K - $156K
|
5.85K
$733K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.21K- 1.01% |
$150K - $158K
|
119K
$14.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.23K- 0.49% |
$151K - $159K
|
249K
$31.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.24K- 0.38% |
$154K - $162K
|
326K
$40.8M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.28K- 3.17% |
$158K - $167K
|
39.1K
$4.9M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.3K- 54.01% |
$161K - $169K
|
1.11K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.33K- 13.83% |
$165K - $173K
|
8.3K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.33K- 2.6% |
$165K - $173K
|
50K
$6.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.34K- 3.52% |
$165K - $174K
|
36.7K
$4.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.34K- 9.87% |
$166K - $175K
|
12.3K
$1.53M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1.37K- 17.69% |
$169K - $178K
|
6.36K
$796K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.39K- 14.65% |
$171K - $181K
|
8.09K
$1.01M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.4K- 36.02% |
$173K - $182K
|
2.49K
$312K
|
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.4K- 0.51% |
$173K - $182K
|
272K
$34M
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.4K- 16.27% |
$173K - $182K
|
7.22K
$904K
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.41K- 25.95% |
$175K - $184K
|
4.03K
$505K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.43K- 4.52% |
$176K - $185K
|
30.1K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-1.43K- 7.01% |
$176K - $186K
|
18.9K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.43K- 0.8% |
$177K - $186K
|
177K
$22.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.46K- 13.86% |
$180K - $189K
|
9.05K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.46K- 4.38% |
$181K - $190K
|
31.9K
$4M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.48K- 1.72% |
$183K - $193K
|
84.7K
$10.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.49K- 3.25% |
$183K - $193K
|
44.2K
$5.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.5K- 34.45% |
$185K - $195K
|
2.85K
$356K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.5K- 2.76% |
$185K - $195K
|
52.8K
$6.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.51K- 3.95% |
$187K - $197K
|
36.8K
$4.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 25.99% |
$187K - $197K
|
4.32K
$540K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.55K- 5.43% |
$191K - $202K
|
27K
$3.38M
|