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 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
4.07K+ 17.23% |
$502K - $529K
|
27.7K
$3.46M
|
|
|
Jun 14, 2024
Q3 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
4K+ 2.19% |
$494K - $520K
|
186K
$23.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.99K+ 13.74% |
$492K - $519K
|
33K
$4.13M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3.98KNew |
$491K - $517K
|
3.98K
$498K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.97K+ 4.8% |
$490K - $516K
|
86.7K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.89K+ 3.99% |
$481K - $506K
|
101K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.87K+ 1.42% |
$478K - $503K
|
277K
$34.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
3.83K+ 0.92% |
$473K - $498K
|
421K
$52.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.82K+ 19.2% |
$472K - $497K
|
23.7K
$2.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
3.7K+ 12.85% |
$457K - $481K
|
32.5K
$4.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
3.68K+ 1.08% |
$454K - $478K
|
343K
$42.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.66K+ 68.76% |
$453K - $477K
|
8.99K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.6K+ 0.64% |
$444K - $468K
|
561K
$70.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.57K+ 15.46% |
$441K - $465K
|
26.7K
$3.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.57K+ 5.06% |
$441K - $464K
|
74.1K
$9.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
3.51K+ 25.19% |
$433K - $456K
|
17.4K
$2.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.49K+ 2.83% |
$431K - $453K
|
127K
$15.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
3.48K+ 0.67% |
$430K - $453K
|
525K
$65.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
3.42K+ 8.4% |
$423K - $445K
|
44.2K
$5.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
3.42K+ 3.09% |
$422K - $445K
|
114K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
3.4K+ 45.02% |
$420K - $442K
|
11K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.4K+ 7.04% |
$420K - $442K
|
51.7K
$6.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.35KNew |
$414K - $436K
|
3.35K
$419K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.32KNew |
$410K - $431K
|
3.32K
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.29K+ 67.31% |
$406K - $428K
|
8.17K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
3.23K+ 1.74% |
$399K - $420K
|
188K
$23.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.19K+ 32.23% |
$394K - $415K
|
13.1K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.16KNew |
$390K - $410K
|
3.16K
$395K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.11K+ 5.21% |
$384K - $405K
|
62.8K
$7.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.08K+ 8.08% |
$381K - $401K
|
41.3K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.07K+ 3.2% |
$379K - $400K
|
99.1K
$12.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.03K+ 3.38% |
$374K - $394K
|
92.6K
$11.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.01K+ 5.4% |
$371K - $391K
|
58.7K
$7.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.95K+ 35.87% |
$364K - $384K
|
11.2K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.95K+ 4.49% |
$364K - $383K
|
68.6K
$8.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.94KNew |
$363K - $382K
|
2.94K
$368K
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.92KNew |
$360K - $379K
|
2.92K
$365K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.87K+ 13.55% |
$354K - $373K
|
24K
$3.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.82K+ 146.78% |
$349K - $367K
|
4.75K
$594K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.8K+ 21.34% |
$345K - $364K
|
15.9K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
2.78KNew |
$344K - $362K
|
2.78K
$349K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.69KNew |
$333K - $350K
|
2.69K
$337K
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
BUY
|
- |
2.66K+ 5.51% |
$329K - $346K
|
51K
$6.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.62K+ 5.02% |
$323K - $340K
|
54.7K
$6.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.6K+ 20.12% |
$321K - $338K
|
15.5K
$1.94M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.59K+ 16.73% |
$320K - $337K
|
18.1K
$2.26M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.48K+ 1.56% |
$306K - $323K
|
162K
$20.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
2.46K+ 6.37% |
$304K - $320K
|
41.1K
$5.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.45KNew |
$302K - $318K
|
2.45K
$306K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.43KNew |
$300K - $316K
|
2.43K
$304K
|