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 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.52K+ 6.14% |
$188K - $198K
|
26.3K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.5K+ 17.52% |
$185K - $195K
|
10K
$1.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.46K+ 6.69% |
$180K - $189K
|
23.2K
$2.91M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.44K+ 75.6% |
$178K - $188K
|
3.35K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
1.42K+ 1.89% |
$176K - $185K
|
76.8K
$9.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 11.57% |
$173K - $182K
|
13.5K
$1.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.39K+ 7.48% |
$172K - $181K
|
20K
$2.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.39KNew |
$172K - $181K
|
1.39K
$174K
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.33K+ 9.01% |
$165K - $173K
|
16.1K
$2.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.31K+ 3.24% |
$162K - $171K
|
41.9K
$5.24M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.3K+ 4.22% |
$161K - $169K
|
32.1K
$4.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.3K+ 6.63% |
$160K - $169K
|
20.9K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.28K+ 10.06% |
$158K - $167K
|
14K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.27K+ 15.5% |
$157K - $165K
|
9.45K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
1.26K+ 1.94% |
$156K - $164K
|
66.3K
$8.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.26K+ 2.21% |
$155K - $163K
|
58K
$7.26M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.23K+ 19.14% |
$151K - $159K
|
7.63K
$955K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.22K+ 0.22% |
$150K - $158K
|
545K
$68.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.21K+ 0.79% |
$150K - $158K
|
155K
$19.4M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
1.19K+ 1.27% |
$147K - $155K
|
94.8K
$11.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.18K+ 0.81% |
$145K - $153K
|
146K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
1.17K+ 0.63% |
$145K - $152K
|
188K
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
1.17K+ 14.22% |
$144K - $152K
|
9.36K
$1.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 609.57% |
$142K - $149K
|
1.33K
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.13K+ 11.61% |
$140K - $147K
|
10.9K
$1.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
1.11K+ 12.68% |
$137K - $144K
|
9.83K
$1.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.07K+ 2.18% |
$132K - $139K
|
50.1K
$6.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
BUY
|
- |
1.07K+ 4.05% |
$132K - $139K
|
27.4K
$3.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
1.06K+ 1.41% |
$130K - $137K
|
75.7K
$9.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.01K+ 4.5% |
$125K - $131K
|
23.5K
$2.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
1K+ 4.19% |
$124K - $130K
|
24.9K
$3.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1K+ 23.56% |
$124K - $130K
|
5.24K
$657K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
996+ 8.87% |
$123K - $130K
|
12.2K
$1.53M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
986+ 0.75% |
$122K - $128K
|
133K
$16.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
964+ 3.77% |
$119K - $125K
|
26.5K
$3.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
961+ 3.76% |
$119K - $125K
|
26.5K
$3.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
953+ 4.03% |
$118K - $124K
|
24.6K
$3.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
932+ 46.07% |
$115K - $121K
|
2.96K
$370K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
919+ 5.46% |
$114K - $120K
|
17.8K
$2.22M
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
917+ 5.92% |
$113K - $119K
|
16.4K
$2.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
916+ 0.94% |
$113K - $119K
|
98.7K
$12.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
872New |
$108K - $113K
|
872
$109K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
865+ 3.58% |
$107K - $113K
|
25.1K
$3.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
860+ 25.63% |
$106K - $112K
|
4.22K
$528K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
850+ 17.72% |
$105K - $111K
|
5.65K
$707K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
848New |
$105K - $110K
|
848
$106K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
846+ 26.14% |
$104K - $110K
|
4.08K
$511K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
826+ 2.35% |
$102K - $107K
|
35.9K
$4.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
821+ 60.41% |
$101K - $107K
|
2.18K
$273K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
821+ 14.47% |
$101K - $107K
|
6.49K
$813K
|