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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
820+ 7.1% |
$101K - $107K
|
12.4K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
800+ 1.17% |
$98.8K - $104K
|
69K
$8.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
799+ 3.52% |
$98.7K - $104K
|
23.5K
$2.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
797New |
$98.4K - $104K
|
797
$99.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
795+ 41.86% |
$98.2K - $103K
|
2.69K
$337K
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
779+ 1.45% |
$96.2K - $101K
|
54.5K
$6.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
776+ 10.96% |
$95.8K - $101K
|
7.86K
$984K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
770+ 2.86% |
$95.1K - $100K
|
27.7K
$3.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
764+ 5.72% |
$94.4K - $99.4K
|
14.1K
$1.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
729+ 7.95% |
$90K - $94.8K
|
9.9K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
723+ 5.0% |
$89.3K - $94K
|
15.2K
$1.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
723+ 5.01% |
$89.3K - $94K
|
15.2K
$1.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
705+ 9.06% |
$87.1K - $91.7K
|
8.48K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
704+ 0.64% |
$87K - $91.6K
|
111K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
695+ 0.18% |
$85.8K - $90.4K
|
389K
$48.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
685+ 6.35% |
$84.6K - $89.1K
|
11.5K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
685New |
$84.6K - $89.1K
|
685
$85.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
683+ 0.94% |
$84.4K - $88.8K
|
73.3K
$9.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
681+ 8.47% |
$84.1K - $88.6K
|
8.72K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
678+ 0.32% |
$83.7K - $88.2K
|
211K
$26.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
676+ 2.99% |
$83.5K - $87.9K
|
23.3K
$2.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
668+ 121.23% |
$82.5K - $86.9K
|
1.22K
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
666+ 4.56% |
$82.3K - $86.6K
|
15.3K
$1.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
665+ 1.27% |
$82.1K - $86.5K
|
53.1K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
662+ 7.44% |
$81.8K - $86.1K
|
9.55K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
656+ 9.96% |
$81K - $85.3K
|
7.24K
$907K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
645+ 1.65% |
$79.7K - $83.9K
|
39.7K
$4.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
641+ 5.59% |
$79.2K - $83.4K
|
12.1K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
633+ 1.68% |
$78.2K - $82.3K
|
38.2K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
632+ 3.59% |
$78.1K - $82.2K
|
18.3K
$2.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
615+ 0.85% |
$76K - $80K
|
73.3K
$9.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
611+ 21.63% |
$75.5K - $79.5K
|
3.44K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
601+ 7.05% |
$74.2K - $78.2K
|
9.12K
$1.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
598+ 17.6% |
$73.9K - $77.8K
|
4K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
597+ 2.53% |
$73.7K - $77.6K
|
24.2K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
594+ 1.16% |
$73.4K - $77.3K
|
51.7K
$6.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
589+ 6.61% |
$72.7K - $76.6K
|
9.5K
$1.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
578+ 14.16% |
$71.4K - $75.2K
|
4.66K
$583K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
575+ 1.77% |
$71K - $74.8K
|
33.1K
$4.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
570+ 306.45% |
$70.4K - $74.1K
|
756
$94.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
565+ 28.22% |
$69.8K - $73.5K
|
2.57K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
533+ 6.96% |
$65.8K - $69.3K
|
8.19K
$1.02M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
526+ 44.43% |
$65K - $68.4K
|
1.71K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
521+ 15.05% |
$64.3K - $67.8K
|
3.98K
$499K
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
520+ 9.17% |
$64.2K - $67.6K
|
6.19K
$775K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
518+ 1.86% |
$64K - $67.4K
|
28.3K
$3.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
508+ 13.76% |
$62.7K - $66.1K
|
4.2K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
503+ 12.29% |
$62.1K - $65.4K
|
4.6K
$575K
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
502+ 0.02% |
$62K - $65.3K
|
2.44M
$306M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
501+ 23.71% |
$61.9K - $65.2K
|
2.61K
$327K
|