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 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.81K+ 54.2% |
$842K - $886K
|
19.4K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.78KNew |
$838K - $882K
|
6.78K
$849K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
6.75K+ 69.0% |
$834K - $878K
|
16.5K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
6.69KNew |
$826K - $870K
|
6.69K
$837K
|
|
|
Nov 14, 2023
Q3 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
6.67K+ 0.67% |
$824K - $867K
|
997K
$125M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
6.52K+ 193.27% |
$806K - $848K
|
9.9K
$1.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
6.52KNew |
$806K - $848K
|
6.52K
$817K
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
6.47K+ 3.27% |
$799K - $841K
|
205K
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.4KNew |
$790K - $832K
|
6.4K
$801K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.34K+ 67.96% |
$783K - $825K
|
15.7K
$1.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.12KNew |
$756K - $796K
|
6.12K
$767K
|
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.1K+ 2.04% |
$753K - $793K
|
306K
$38.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
6.04KNew |
$746K - $786K
|
6.04K
$757K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6K+ 50.62% |
$741K - $780K
|
17.9K
$2.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
5.93K+ 18.39% |
$733K - $771K
|
38.2K
$4.78M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
5.85K+ 9.32% |
$722K - $761K
|
68.6K
$8.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
5.77K+ 16.51% |
$713K - $750K
|
40.7K
$5.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
5.7KNew |
$704K - $742K
|
5.7K
$714K
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.67KNew |
$700K - $737K
|
5.67K
$710K
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
5.54K+ 4.27% |
$684K - $721K
|
135K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
5.4K+ 5.39% |
$667K - $702K
|
106K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
5.39K+ 4.26% |
$666K - $701K
|
132K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.36KNew |
$662K - $697K
|
5.36K
$671K
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5.33K+ 55.4% |
$658K - $693K
|
14.9K
$1.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.29KNew |
$654K - $688K
|
5.29K
$663K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.27K+ 58.33% |
$650K - $685K
|
14.3K
$1.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.13KNew |
$634K - $667K
|
5.13K
$642K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.11K+ 8.72% |
$631K - $664K
|
63.7K
$7.98M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
5.05K+ 784.78% |
$624K - $657K
|
5.7K
$713K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.03K+ 76.45% |
$621K - $654K
|
11.6K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
5K+ 10.08% |
$618K - $650K
|
54.6K
$6.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.96KNew |
$613K - $645K
|
4.96K
$621K
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
4.74K+ 216.5% |
$585K - $616K
|
6.93K
$867K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.68KNew |
$578K - $609K
|
4.68K
$586K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.65KNew |
$575K - $605K
|
4.65K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.6K+ 21.75% |
$568K - $598K
|
25.7K
$3.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
4.58KNew |
$565K - $595K
|
4.58K
$573K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
4.56K+ 6.79% |
$563K - $593K
|
71.6K
$8.97M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.55K+ 21.02% |
$562K - $592K
|
26.2K
$3.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
4.45KNew |
$550K - $579K
|
4.45K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.43K+ 11.64% |
$547K - $576K
|
42.5K
$5.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
4.35K+ 33.87% |
$538K - $566K
|
17.2K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.25KNew |
$525K - $553K
|
4.25K
$532K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.25K+ 122.92% |
$525K - $552K
|
7.7K
$964K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.24K+ 10.8% |
$523K - $551K
|
43.5K
$5.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
4.22KNew |
$521K - $548K
|
4.22K
$528K
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4.21K+ 96.38% |
$520K - $548K
|
8.58K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.18K+ 33.49% |
$517K - $544K
|
16.7K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.17K+ 72.32% |
$515K - $543K
|
9.94K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.1K+ 33.03% |
$506K - $533K
|
16.5K
$2.07M
|