Purchases and Sales Made in Q4 2023 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
876+ 11.2% |
N/A
|
8.7K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
875+ 1.14% |
N/A
|
77.9K
$9.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
871+ 6.99% |
N/A
|
13.3K
$1.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
864+ 6.26% |
N/A
|
14.7K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
860+ 18.18% |
N/A
|
5.59K
$700K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
843+ 4.37% |
N/A
|
20.1K
$2.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
842+ 13.48% |
N/A
|
7.09K
$887K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
834New |
N/A
|
834
$104K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
834+ 0.94% |
N/A
|
89.4K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
830+ 42.87% |
N/A
|
2.77K
$346K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
826+ 3.55% |
N/A
|
24.1K
$3.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
826+ 3.52% |
N/A
|
24.3K
$3.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
822+ 41.87% |
N/A
|
2.79K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
811New |
N/A
|
811
$102K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
800New |
N/A
|
800
$100K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
786+ 1.74% |
N/A
|
45.9K
$5.74M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
782New |
N/A
|
782
$97.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
774+ 12.63% |
N/A
|
6.9K
$864K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
766+ 40.92% |
N/A
|
2.64K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
762+ 159.75% |
N/A
|
1.24K
$155K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
760+ 19.08% |
N/A
|
4.74K
$594K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
755+ 10.46% |
N/A
|
7.97K
$998K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
746+ 29.27% |
N/A
|
3.3K
$413K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
740+ 12.64% |
N/A
|
6.6K
$826K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
739+ 0.05% |
N/A
|
1.55M
$194M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
719+ 9.06% |
N/A
|
8.66K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
715+ 0.29% |
N/A
|
250K
$31.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
696+ 2.09% |
N/A
|
34K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
688+ 24.71% |
N/A
|
3.47K
$435K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
686+ 0.1% |
N/A
|
719K
$90.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
680+ 8.89% |
N/A
|
8.33K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
679+ 5.35% |
N/A
|
13.4K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
679+ 2.41% |
N/A
|
28.8K
$3.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
678+ 2.95% |
N/A
|
23.7K
$2.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
678+ 19.33% |
N/A
|
4.19K
$524K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
672+ 8.42% |
N/A
|
8.65K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
669+ 7.13% |
N/A
|
10.1K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
665+ 1.13% |
N/A
|
59.3K
$7.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
BUY
|
- |
665+ 0.47% |
N/A
|
141K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
661+ 0.1% |
N/A
|
659K
$82.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
656+ 0.95% |
N/A
|
69.7K
$8.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
655New |
N/A
|
655
$82K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
647+ 31.95% |
N/A
|
2.67K
$335K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
640+ 4.22% |
N/A
|
15.8K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
623+ 9.35% |
N/A
|
7.29K
$912K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
617+ 17.96% |
N/A
|
4.05K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
617+ 0.87% |
N/A
|
71.5K
$8.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
600+ 1.55% |
N/A
|
39.3K
$4.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
593New |
N/A
|
593
$74.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
591+ 39.53% |
N/A
|
2.09K
$261K
|