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 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.39KNew |
$295K - $310K
|
2.39K
$299K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.39KNew |
$295K - $310K
|
2.39K
$299K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.31K+ 58.47% |
$286K - $301K
|
6.27K
$785K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.31K+ 40.01% |
$285K - $300K
|
8.08K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.3KNew |
$284K - $299K
|
2.3K
$288K
|
|
|
Oct 30, 2023
Q3 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
2.27KNew |
$280K - $295K
|
2.27K
$284K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.25K+ 7.24% |
$277K - $292K
|
33.3K
$4.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.24KNew |
$277K - $291K
|
2.24K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.22K+ 2.23% |
$274K - $289K
|
102K
$12.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.22K+ 21.61% |
$274K - $288K
|
12.5K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
BUY
|
- |
2.22K+ 1.6% |
$274K - $288K
|
140K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.18K+ 0.95% |
$270K - $284K
|
233K
$29.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.14KNew |
$264K - $278K
|
2.14K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
BUY
|
- |
2.14K+ 2.49% |
$264K - $278K
|
88K
$11M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.11KNew |
$260K - $274K
|
2.11K
$264K
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.11K+ 0.66% |
$260K - $274K
|
322K
$40.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.07KNew |
$256K - $270K
|
2.07K
$260K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.07K+ 11.0% |
$256K - $269K
|
20.9K
$2.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.06KNew |
$255K - $268K
|
2.06K
$258K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.03K+ 3.83% |
$251K - $264K
|
55K
$6.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.03K+ 58.93% |
$251K - $264K
|
5.47K
$685K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 8.11% |
$249K - $263K
|
26.9K
$3.37M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 17.99% |
$247K - $260K
|
13.1K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.97K+ 11.47% |
$243K - $256K
|
19.2K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.96K+ 40.34% |
$242K - $255K
|
6.83K
$855K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.91KNew |
$236K - $249K
|
1.91K
$240K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.86K+ 22.32% |
$230K - $242K
|
10.2K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.83K+ 28.11% |
$226K - $238K
|
8.34K
$1.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Cortland Associates Inc
|
BUY
|
- |
1.82K+ 0.39% |
$224K - $236K
|
469K
$58.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.82K+ 3.07% |
$224K - $236K
|
61K
$7.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.81KNew |
$223K - $235K
|
1.81K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.8K+ 2.21% |
$222K - $234K
|
83.1K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.78K+ 29.54% |
$220K - $232K
|
7.82K
$980K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.78KNew |
$220K - $232K
|
1.78K
$223K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.78KNew |
$219K - $231K
|
1.78K
$222K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.75K+ 6.69% |
$216K - $227K
|
27.9K
$3.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.69K+ 3.24% |
$209K - $220K
|
53.8K
$6.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.68K+ 2.42% |
$207K - $218K
|
70.9K
$8.87M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.66K+ 5.68% |
$205K - $216K
|
31K
$3.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.66K+ 17.62% |
$205K - $216K
|
11.1K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.65K+ 2.92% |
$203K - $214K
|
58K
$7.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.64K+ 49.89% |
$202K - $213K
|
4.91K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.63K+ 643.87% |
$201K - $212K
|
1.88K
$236K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.63K+ 643.87% |
$201K - $212K
|
1.88K
$236K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.59K+ 9.57% |
$196K - $207K
|
18.2K
$2.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.57K+ 3.2% |
$193K - $204K
|
50.5K
$6.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.56K+ 17.76% |
$192K - $203K
|
10.3K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.55K+ 58.58% |
$192K - $202K
|
4.2K
$526K
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
1.55K+ 3.37% |
$191K - $201K
|
47.5K
$5.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
1.52K+ 0.22% |
$188K - $198K
|
703K
$88M
|